This is not an insurance marketing tool but rather a great way to keep track of everything that you do, including callbacks and appointments, tracking your business to make sure you get paid on every piece of business that you write, keeping client and lead profiles, and keeping track of all sorts of information.
I have always been told that the best salespeople have messy desks and hate paperwork. This type of system will automate a lot of this process for you leaving you more time to do that two things that will make you money: Marketing for prospects and selling.
I suggest a service called Free CRM which just like the name states is free.
Sign up for Free CRM
Thanks for visiting my Insurance Leads Blog.
Cheers
Mac
