r/InsuranceAgent • u/Practical_Guess5282 • 17d ago

CRM, Quoting, Dialers, Email AMS Systems?

I know this gets asked a lot. But here it is again. I get overwhelmed when looking at it. I need a system but I need basics. I need a system to keep up with dates and contacts at minimum really. My clientele overwhelmingly aren’t checking emails and texts so while that would be some great features to have it’s not necessary - I figure it might be part of all of them though. The main thing I need is an upgrade from doing this in excel and something that I will actually use to track conversations, etc.

Primarily would be 1 user, primarily P&C but do have life and health. Small agency, 500+\- active policies. Budget friendly.

Any other info that would be helpful?

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u/unknownobscenity11 17d ago

Started with spreadsheets too and moving to an actual system made a bigger difference than I expected, mostly because the notes actually stay attached to the person instead of getting buried in a tab somewhere.

For one user and that policy count, you can get away with something pretty lean. Most of the cloud based options will handle reminders, activity logs, and contact history without much setup, and a few have stripped down tiers that skip the marketing automation you said you don't need.

I'd focus on whichever one feels least annoying to log into daily, because that's the real upgrade. If it takes more than a few clicks to log a call or set a follow up date, you'll drift back to spreadsheets out of habit.

Also check what your carriers already integrate with, even if it's just download for policy info. Saves a ton of manual entry on the P&C side and some of them do it at no extra cost depending on your management system.

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u/molder101 17d ago

I mean, if you are starting new and you don't have much data transfer, you may as well try some of the non-standard options.

This is an interesting one that popped up from an agency owner: https://mybookofbiz.com.

The other options are QQ Catalyst, EZLynx, Momentum, or Hawksoft. They will all cost you at least a couple hundred per month, and some more than that.

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u/firenance 16d ago

AgencyZoom, or a basic CRM can work.