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CRM For Insurance Agents

    Home agentblog CRM For Insurance Agents
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    CRM For Insurance Agents

    CRM For Insurance Agents

    By Ed Crowe | Agent blog | 0 comment | 11 January, 2018 | 0

    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.

    CLICK HERE TO REVIEW THE AGENCYBLOC WEBSITE.

    CLICK THIS LINK FOR CROWE AND ASSOCIATES CONTRACTING 2019.

    Or, skip the paper and contract online here.

    If you would like to view the CRM webinar, CLICK HERE for Webinar Recording.

    agency CRM ,Agencybloc ,agent CRM ,CRM ,CRM for insurance agents ,customer management software ,Insurance CRM ,Sales lead management

    Ed Crowe

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    • Home
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    Crowe & AssociatesCrowe & Associates

    Online Enrollment- Enroll prospects online without the need for a face to face appointment. Access to all major carriers with the ability to compare plan benefits and prescription drug costs. Link to recorded webinar https://attendee.gotowebinar.com/recording/2899290519088332033

    All agents receive a personalized enrollment website. Prospects can use the site to compare plans, check doctors, run drug comparisons and enroll in plans. Agents are credited for all enrollments. Click Here

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