BrokerDB
by Benefits Technology Group
Do you currently have a system that you and your staff can easily obtain client census, rates, policy, claim and service information? Are electronic copies of plan summary documents, renewal letters and plan change requests easy to access? If your organization is going to compete in this tough economy, you're going to need a smart, effective CRM. BrokerDB is insurance agency management software for contact management, customer service, commissions, and more.
