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Lead Management and CRM Solutions for the Insurance Business

 

Whether you’re looking to move to a modern CRM solution for the first time or you’re thinking about migrating away from a less effective platform, having the perfect tool for the job can make all the difference. This guide will explore the ins and outs of both platforms to help you figure out which solution makes the most sense for your requirements.

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Salesforce is designed for general businesses. It wasn’t built with health, Medicare, life, and property and casualty insurance needs top of mind.