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The library of resources available is incredible! We now have instant access to thousands of articles, coverage checklists and guides allows us to efficiently service our clients, while staying up to date with the most relevant and accurate information. Avis collecté par et hébergé sur G2.com.
When creating an email, you have to edit and send all at once. There is no option to save the email to drafts and pick it up later. Avis collecté par et hébergé sur G2.com.
Broker Briefcase offers a agents a wealth of information to be shared with their clients. No matter the topic, you can find something relevant to your problem. It also offers users continuing education in areas of their interest. Avis collecté par et hébergé sur G2.com.
The current program to email clients out, needs to monitor CTR rates better. In addition, a function like those of MailChimp for email marketing monitoring could be beyond helpful, especially when emailing multiple clients materials. Avis collecté par et hébergé sur G2.com.
Lots of different areas are covered for benefits and wellness. Like the different themes, making it easy to identify the type of content I want to use or review. Avis collecté par et hébergé sur G2.com.
Spelling and Grammatical errors. I would never provide one of these documents to a client directly because I just can't trust their review. Also, they host a lot of outdated documents on the system which can make it hard to find the best choice. Avis collecté par et hébergé sur G2.com.
Plenty of information reverent to my clients, adding additional benefit of my services to them Avis collecté par et hébergé sur G2.com.
There is nothing really to dislike, has plenty of content and takes time to sift through material Avis collecté par et hébergé sur G2.com.
They deliver legislative alerts quickly, with a lot of detailed information. The contract our company had also allowed us to white label and edit as needed. Avis collecté par et hébergé sur G2.com.
Every broker has access to the information, so it isn't original. Avis collecté par et hébergé sur G2.com.