what is the best software for marketing and Managing property and casualty insurance clients?
Just getting started with p+c and would like to know what types of products and services you use to make your job easier, Looking to things online with web-based products.
Public Comments
- Well, I really like Applied Systems, but it's been a long time since I've used their products. Ebix, is completely online - extremely handy if you want to travel or work from home. Sagita is also a neat little system. You can use comparison rating products, like AMS, with all three of them, and import data, which is timesaving. Look, most states have agent associations - you can locate them using the national website, www.iiaba.net - and see when they're having the next big statewide conference. There will be ALL SORTS of software vendors there, who would LOVE to come and pitch you. That's probably the best way to find them.
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