integration and ease of access between multiple users Review collected by and hosted on G2.com.

many features that are underutilized and possibly not enough educational materials instructing how to use these features Review collected by and hosted on G2.com.

Easy to use. Short learning curb to get up and running. Review collected by and hosted on G2.com.

Could be more intuitive. Sometimes get stuck and have to consult help. Review collected by and hosted on G2.com.

the CRM has the functionality for maintaining all aspects of a brokerage general agency. It maintains our data base of agents, customers, cases, along with the analytics we need to run a efficient operation. Review collected by and hosted on G2.com.

integration with insurance carriers could be better. there could be a more elaborate learning tutorial system. Review collected by and hosted on G2.com.

This is a good database for client information . Review collected by and hosted on G2.com.

It is difficult to run reports for what should be quite simple things like clients residing in the same state. Review collected by and hosted on G2.com.

Everyday use is fairly good, however their Microsoft plugin can cause some issues sometimes when Microsoft updates their software. Review collected by and hosted on G2.com.

Plugin issues, customer services isn't all that helpful Review collected by and hosted on G2.com.

Lots of subcategories for clients and prospects. Review collected by and hosted on G2.com.

Does not have a very friendly user interface and is not naturally intuitive such as red tail. Review collected by and hosted on G2.com.

All commission related information for Agents is available at your fingertips. The system runs smoothly, and rarely provides any errors. Review collected by and hosted on G2.com.

The system can be quite the eyesore. So much information is displayed at once. It can be confusing as to what to click next for the information you are searching for. Review collected by and hosted on G2.com.

All informacion can be located at the same place. You only need n identification number to pull out all the information you need. Review collected by and hosted on G2.com.

Internet Explorer is the only place where you can get the whole information at once. Review collected by and hosted on G2.com.