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GCRM Insurance Prospect Manager Module

$180

Anual Subscription: System to manage insurance prospects from start to finish.
The Insurance Prospect Manager Module is an excellent add-on for the Global CRM system that allows you to follow insurance prospects from start to finish. With prospects in the system you can keep track of quotes, assign producers to a prospect, keept track of expiration dates, search prospects, and much more! Users assigned to prospects will only see their own prospects and managers can view and administrate the system. NOTE: This is an add-on module and requires the Global CRM base install to function.
Note: All packages are eligible for monthly subscriptions as well, however combined services must be greater than $50/mo to qualify.