An insurance customer relationship management (CRM) tool helps agents and brokers manage policies and renewables, prioritize leads and connect to prospects. We examined 20 general and insurance-specific programs, comparing price and functionality and identified the top six. We also compared document handling and phone integration to determine the best overall and who each one was... The post 6 Best Insurance CRM Software for 2018 appeared first on Fit Small Business. from https://fitsmallbusiness.com/best-insurance-crm-software/
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AuthorHello I am Teri Crawford 26 years old living in Toronto, Canada. I have recently finished my MBA and planning to start my own business. Archives
November 2018
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