What is the best CRM for an insurance broker?
What is the best CRM for an insurance broker – 4 employees/1 sales?
Thank you for your inquiry. If you are in the life insurance industry you may want to consider Insure.io. This tool not only gives users the ability to see contact and policy information at a glance but also gives them the ability to reduce paperwork through tools like e-application and e-signatures. To see our complete review on Insure.io and to check out our other recommendations, visit our article 6 Best Insurance CRM Software for 2018