Hey Jeremy, you have great content. I'm planning to start up an independent insurance agency. What CRM and comparative quote rater do you use or I should look into?
Congrats! Our tech stack is: - CRM - Close (pipe drive is good too) - Workflow Management - Trello - Project Management - Notion - Agency Management - EZLYNX - Marketing Automation - Active Campaign Best of luck in your journey!
Hey Jeremy, you have great content. I'm planning to start up an independent insurance agency. What CRM and comparative quote rater do you use or I should look into?
Congrats! Our tech stack is:
- CRM - Close (pipe drive is good too)
- Workflow Management - Trello
- Project Management - Notion
- Agency Management - EZLYNX
- Marketing Automation - Active Campaign
Best of luck in your journey!