Those are all garbage, unless you only do life insurance. Get something that is built specifically for P&C agencies like EZLYNX, or Hawksoft.
Hello everyone - need your guidance pls. I own and operate an independent insurance agency here in Florida. I want to get licensed in New York and Ohio and register my agency there. Could someone please guide me through the process and the quickest way to get licensed? Any support would be greatly appreciated. TYIA
If you are looking for non resident licenses use either Sircon or NIPR to process those licenses.
Tom Hernan Not New York…. And ask your CPA about Delaware.
everyone - what carrier would offer appointment or sub-appointment for commercial auto to new agency in FL? Ive checked with progressive - declined; AO - declined due to new agency. I do have Bristol west but their appetite is limited. Any advise is appreciated!!! TYSM
What type of businesses do you currently write?
everyone - let me get your opinion pls. I got a quote from Hawksoft for agency management system. Ive heard pretty good reviews about them so wanted to try them out. As you
Sauer New agent here. I have Hawksoft and definitely worth it. They have a great training program for the system.
Brijette Jodhan West Applied Epic is amazing
If you’re going to use go high level, get a white labeled version that is at least somewhat pre-built. I recommend Agent CRM. I have used it for years and they do a great job. Haven’t used the other two.