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Hey everyone, thanks for being a part of this discussion. I think that you might also find the story of Arnie Winick interesting – it involves bank owned life insurance, client pouching and other stuff that we have to deal with in the field of insurance and related activities.
- Sun Dec 06, 2015 6:04 am
- Forum: Opinions
- Topic: Agency Management System
- Replies: 242
- Views: 1182543
With a great range of commercial CRM systems in market, my personal choice is bpm'online. I've been using it for a while now; affordable pricing and user-friendly interface makes it one of the top solutions in the market.