CRM for Brokerage
I'm looking for a CRM which supports Insurance Brokerage Business
- Multiple reminders for the same clients
- Tasks management; open tasks, send and receive emails, prepare reviews, decisions and closing of tasks
- Email management; sending emails, track, close etc
- Manage pre set forms. Create inquiries using preset forms, enable comparisons etc
- Clients management, prospects, new, retention, repetitive orders etc
Other aspects