Avis et détails du produit de Financial Services Software

facile à utiliser et facile à ajuster les chiffres. Avis collecté par et hébergé sur G2.com.

J'aime toutes ces choses et rien ne me déplaît. Avis collecté par et hébergé sur G2.com.

It's helped us consolidate our communication and management to a single application, rather than having multiple systems for multiple things. One of the things I like best is the prospecting database. It saves me from buying data lists, and my agents always have calling and marketing lists to work with, that they can get on their own without me distributing anything. ARC is very easy to use, takes virtually no set-up, other than transferring your current book of business to the database. They even helped us import and set up our client database, though, so there was very little work on our part for that. The company is very responsive to suggested changes, and implements really quickly. They're also very personable, and the owner is right out front engaging with agents. Pricing is great compared to similar systems, which charge more for less, and most aren't industry-specific. Avis collecté par et hébergé sur G2.com.

There's some manual entry of commission data, but that seems to be the case with every system. There's no direct Outlook integration right now, but there is Google, which is what we use. Avis collecté par et hébergé sur G2.com.