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I am looking for a CRM for Insurance Agents

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asked by Hossein V.  –  October 21, 2013

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LeadTrac is a great CRM. If you need to manage Lead Sources, Leads, Clients, any enrollment or retainer or other types Agreements, they can be easily imported into LeadTrac, populated with client information and sent to the client for them to electronically sign. Contract comes back into the system and you are notified. You can manage appointments, notes, different user permissions, run reports by lead source, client status, financial reports and more. Check out www.ndsone.com or email Sales@nationaldatasys.com for a Software Demo.

answered by Gabe L  –  November 14, 2013
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ePowerCRM customized CRM solution to tailor fit any user or industry. www.ePowerCRM.com

Cheers
Ruben

answered by Ruben K.  –  November 30, 2014

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