CRM For Insurance Agents
We offer a CRM for insurance agents. The cost for the CRM is only $10 a month with AgencyBloc. The CRM (Customer Relationship Management) is owned and accessed by each individual agent. This is not a shared system. Displays date to you alone. Your cost is only $10 a month. This is a substantial discount for the system. Only agents affiliated with Crowe and Associates can have access to the system at the discounted monthly rate. Additionally, we offer our agents an agency based system for a cost of $40 a month. We have included some of the key features of the AgencyBloc CRM in the list below:
- The CRM is both Life & Health Insurance specific
- Real-time Agency (for those paying $40 for the agency based program) & Business Analytics
- Keep track of activities as well as assign to-dos tasks
- Workflow & Task Automation included
- Integrated Marketing and Lead Forms
- The CRM has the ability to generate book-of-business reports, this will help greatly with commission tracking
- Strategic Industry Integrations
- Top-Notch Customer Service & Support
- Additionally, all applications that are processed by our application processing center at Pinnacle Financial Services will be automatically loaded to your CRM
If you would like more information about how you can get access to the AgencyBloc CRM for only $10 per month, please call our office today at 203-796-5403.
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