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CRM Basic for Insurance Agents & Brokers

Created by La Wanda Kelly

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About

Track contacts, phone calls, emails, and future appointments, and upload important documents in this simple, yet versatile CRM app. ****NOTES FROM THE CURATOR**** This application accurately and easily tracks your insurance clients, their policies and their needs. While built for the insurance industry, this app would be easily adapted to other industries.

Categories

Tags

Information you can track in this app

  • Customers
  • Activities
  • Documents
  • Insurance Detail
  • Emergency Contact/Benficiary
  • Physcians & Dentist
  • Events

Images & documents

Author

http://seniorassisthealth.wix.com/seniors
lawanda.seniorassist@gmail.com

  • Quickbase user since 2013
  • Apps created 1-5
  • Apps shared 1

We use Quickbase for both business and personal,from tracking personal production to company finances and gifts purchased for family and friends throughout the year, QB has it all!

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings and reviews

CRM Basic for Insurance Agents & Brokers is rated 4.0 out of 5 by 1.
Rated 4 out of 5 by from CRM Review After looking at several CRM programs I found Intuit to have one of the most user friendly systems. My only issue is the cost. Being a single person its just not affordable. I would have given 5 stars but the cost is an issue.
Date published: 2015-10-06
  • 2016-09-28T08:00CST
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CRM Basic for Insurance Agents & Brokers

Information you can track in this app

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings & reviews

Get Started with QuickBase

With QuickBase, you can choose from 800+ customizable business apps to:

  • Manage teams & projects
  • Create dashboards & reports
  • Automate business processes
Try This App

Customer? Sign in

Not what you're looking for?
View All QuickBase Apps

Overall rating

PC Magazine – 4-star Database Software – Excellent

Two-Time // CODiE // Award Winner for Best Project Management Solution and Best Business Software Product or Service

Author
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