The problem with most of the systems today are quite simple, they are designed for the office with lots of Agents, multiple locations and all sort of other items which I as a smaller office do not require. I looked at every system out there and found flaws in every single one. Basically I took all of the things I liked from each system and created my template in ACT!. It works like a champ. I have shown it to numerous account reps and other insurance agents and they are all like, you need to market this thing, you would make a fortune. This is not my goal. Mine is to have a system which will allow me to handle my clients needs.
So many of the program features in ACT! are not in any of the client managment systems. We are all sales people and ACT! is designed for sales people and I have made the alterations to fit all of my client needs for storing notes, emails, documents, pictures, voice mail files, faxes, policy information, company information, policy start and end dates, follow-up notes, potential sales notes, vehicle information, driver information, home information, business info, life insurance info, document and email templates and sales opprotunities and so much more. I will say many of the features were already in ACT!.
I was in IT and telecom for over 14 years and have been working with computers since the late 70's. I have designed my network to be flexible, stable and to do the backups on and off site with ease. I have had underwriters, claims adjusters and clients complement me on how quickly a document was sent to them, my ability to call up notes, emails and call logs for clients. My system has saved my rear end several times when clients state they did not sign a document such as a PIP rejection. I can pull all this up in a matter of seconds and have it to the necessary party in only a few minutes with an automatic record of when it was sent. Now, tell me how many of the client management programs also help you sell? None of them. They only store the information and that is it. My system tells me when to call a potential client back and what is about how, I made a quick note in the system to have me do this. Sometimes, months before. And I can send mass emails to my clients with only a few clicks and it records when I do so.
I have everything I need right at my finger tips and guess what, I can control every bit of it. I can make changes to the screens, add carriers quickly, add needed fields, add screens to ask clients about their life insurance and anything else I want. I don't have to rely on anyone to do it for me or wait for the next version. I understand not everyone has the capabilities I have. And with ACT! it is super simple, they even have videos on how to do it.
So, you may say on on-site management system is dead and the on-line system is the way to go but, I ask, what are you going to do when your internet goes down next time and a client calls and you need to make notes? Write them down on a piece of paper and hope you can remember to input it? My system is still up and running and working like a champ. Why should I pay someone to store my information when I can do it just as easily. Yes I had to but the equipment to do this but, in a matter of months it has paid for itself and I am saving money. Now, am I still dead with my on-site system? I don't think so.
The key thing to do is look and see what is best for you and not what other people always think. The people who program the on-line systems probably have never worked in an agent's office. The have no idea what an agent needs to make work flow actually flow. Look at every system and find what you want.