Looking for a CRM tailored for Insurance Brokers in Canada
I just wrapped up a demo of PowerBroker https://power-broker.com/ and was quite taken aback by how outdated the software feels. Does anyone have suggestions for a straightforward CRM designed specifically for brokers? I’m not interested in setting up SalesForce, as that has already been suggested.
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I understand your concerns about PowerBroker; outdated software can be a huge drawback, especially when you’re looking for something that meets your specific needs as an insurance broker. Here are a few CRM options tailored for insurance brokers in Canada that you might find more user-friendly:
Applied Epic: This is a popular choice among insurance brokers. It offers a comprehensive suite of tools designed for managing client relationships, tracking policies, and efficiently handling renewals.
Zywave: While Zywave is more known for their benefits communication solutions, they also provide client management tools that can streamline your workflow and improve client engagement.
BrokerLink: Specifically designed for insurance brokers, this platform provides a range of features including client management, document management, and reporting tools in a user-friendly interface.
EverQuote Pro: This is an online CRM designed specifically for insurance agents, offering lead generation and management tools alongside customer engagement features.
Simply Insured: For a more straightforward CRM experience, Simply Insured focuses on simplifying health insurance for employers, which might be useful depending on the client base you’re managing.
Make sure to explore each option to find the best fit for your brokerage’s needs. It might also help to reach out to other brokers in your network for their personal recommendations based on hands-on experience.