Best Insurance CRM- Agencybloc

Agencybloc has tons of features to help you stay organized. One of my favorites is the follow-up notification. You can load your leads into the system set follow-ups, add notes on your clients or leads, attached pdfs of your client’s apps, and more. Instead of having information all over the place, notes, or paper folders on your desktop, this system takes all information and organizes it on one platform.

Best Insurance CRM to retain clients

It’s a great way to retain your business and clients. For instance, let’s say you sell D-SNP year-round and are worried about clients dropping off the books. Set up a follow up with your D-SNP clients once a quarter to make sure they ordered their OTC items. Let say you have Medicare Supplement clients and rates go up. Set up follow-ups with them around April or May when the rate increases come into effect.

Pinnacle’s Insurance technology

Pinnacle Financial Services has the top tools and technology to keep you organized, focused, and up to date in the industry.  Make sure you check out our webinar on Agencybloc and give us a call today to go over this great system and all that we have to offer.