In the next couple months, Pinney Insurance, my agency’s IMO/GA, will be coming out with a revolutionary new CRM.
Over the years, I’ve used VAMdB exclusively as my CRM, and absolutely love it, with my only critique being that it’s not made to handle a large volume of leads (250+ per month).
… That’s where Dataraptor comes into play.
I’ve had a sneak peak into this CRM, and it is a state-of-the-art system with everything from:
- Integrated dialer
- Social media client monitoring (Hey Joe, I saw on Facebook you just bought a house. You’re gonna need some homeowner’s insurance and life insurance for that, right?)
- Built-in “Sales Opportunities” Creator – based on notes/tags in your clients’ files, it will recommend sales opportunities you never thought of or perhaps weren’t on the ball… (Think conversion, birthdays, replacement for cheaper policies when a new product comes out, that sort of thing, and way more.)
… I’ll keep you updated as I learn more about the launch. Sign up for our newsletter below and you’ll be sure to hear about it from me. For now, here’s a video to wet your appetite.