CRM Software
Posted on August 2, 2007
Filed Under Uncategorized |
I am looking for a CRM solution that will work for All County Insurance. I need a good follow-up system, and some strong reporting functions would be nice. I am looking over OpenCRX this weekend and have a prospectus for Varria CRM that Gary at Integrate Technology Professionals was nice enough to send me. We shall see what happens with those. If anyone has information on good, affordable CRMs with good data portability, please either post here (register if you need to) or email me at RAB at this domain's address dot com.
In other news, I am currently working on some insurance niches for All County. Hair removal clinics are definitely a niche that most people do not know what to do with. We all know there are many agents who serve the construction industry, but only a few who do it well, so that is an area for growth. Finally, it seems like many agents treat technology professionals and programmers the same as a retail shop or outside salesman. If you are an insurance agent, please do not forget to discuss professional liability with your tech-sector clients. The coverage is so affordable, is almost always an admitted market in Florida, and the potential damage that could take place in the event of an error (imagine wiped servers, faulty accounting software, etc) is too huge to just ignore.
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You have entered 'start your head on fire,' housed at www.robertbeverly.com. 'start your head on fire' is the blog of Robert Beverly. It is not a very serious blog. Mr. Beverly writes most of the news items, but you will also see us (Debbie and Secretia) posting from time to time to clarify things. We are his "blog secretaries."
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Rather than publish a biography or ask Mr. Beverly to record his memoirs (which would be dull), we thought we would post a summary for anyone who was wondering. He said we should do something like this because that's what other people's blogs have on them. Mr. Beverly goes by Rab, which is a common name for Scotsmen and their dogs. We call him Mr. Beverly in person because we're trying to talk him into a raise, but you can really call him Rab. Rab drinks gallons of coffee daily and makes jokes that we usually don't understand. We laugh politely because he writes the paychecks for Debbie and I (he hired us both as blog secretaries back in October 2006... we didn't even know what a blog was before this). Mr Beverly goes to the gym a lot, which is why he doesn't have time to type in his blog entries, and he does all kinds of weird exercises like Kung Fu and Yoga (NEVER ask him about this unless you want to hear all about martial arts). He enjoys literary analysis and esoteric reading and games like "Go" (the ancient Japanese strategy game) and chess, not to mention those weird "role playing" and "strategy" games he designs himself, all of which account for why we do not to start conversations with him. (Secretia here... what the hell was wrong with Yahtzee, I ask you?!) We like talking about peekapoos and the best grocery store sales, but we don't get to talk about that here.
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