How To Choose The Right Insurance CRM. When choosing an Insurance CRM for your agency, make sure it has these five features.
1) Insurance automation campaigns that are already built into the CRM
2) Built-in SM/MMS texting (no 3rd party software)
3) E&O protection by documenting notes and conversations
4) Workflows and pipelines for the entire agency (sales, service, claims, renewals)
5) Open to 3rd party software via Zapier
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