Looking for CRM Recommendations for Canadian Insurance Brokers
I just wrapped up a demo of PowerBroker https://power-broker.com/ and found the software quite outdated. Can anyone suggest a more modern, broker-specific CRM? I’d like to avoid setting up SalesForce, as that has already been suggested. Thanks!
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It’s understandable to feel overwhelmed by outdated software, especially in a fast-paced industry like insurance. For a broker-specific CRM that’s user-friendly, you might want to consider:
Applied Epic – This is a popular choice among insurance brokers, offering robust features tailored for the industry without being overly complex.
HawkSoft – Known for its intuitive interface and excellent customer support, HawkSoft is designed specifically for insurance agencies and can help streamline your processes.
NetQuote – Offering tools specifically for brokers, NetQuote allows you to efficiently manage leads and client relationships.
Nexsure – A cloud-based platform that’s customizable and offers features suited for brokers, ensuring you can adapt it to your specific needs.
EverQuote Pro – While it primarily focuses on lead generation, it offers CRM capabilities that can be beneficial for insurance brokers looking to manage contacts effectively.
It might also be helpful to check out user reviews and possibly schedule demos to see which one aligns best with your needs. Good luck!