G2

Jacklyn "Lake" A.

Vice President of Finance

Insurance

Small-Business (50 or fewer emp.)

2/22/2019

"Perfect for Salespeople"

5/5

What do you like best about eAgent?

My favorite part of eAgent is the ability to organize our clients online without hassle. To add a new client, a simple menu comes up asking for their basic personal information. The font is large and the menu is very easy to navigate. If you want to look a client up, you can just type a few of letters in their name and all of the names associated will pop up with an address and policy so you can confirm it's them. Also, if you have an appointment with a client, you can easily put it into the system and they will even email you when it becomes soon to the appointment. You can put xdates, which are the future policy ending days for prospective clients. If a client's quote is too high at the moment, you can click xdate and put the future date in. You will receive an email when it comes time to contact the prospective client and you can seal the deal. It would be nearly impossible to have the organization we have as a company without eAgent. Review collected by and hosted on G2.com.

What do you dislike about eAgent?

I don't dislike anything eAgent brings to the table because it's an amazing program. Review collected by and hosted on G2.com.

Recommendations to others considering eAgent:

Easy for all ages. Easy to setup and put new clients into. Review collected by and hosted on G2.com.

What problems is eAgent solving and how is that benefiting you?

We have used eAgent to organize and store all of our clients. We no longer have to physically file clients which can lead to a lot of human data entry error. With eAgent there are little to no mistakes and we can rely on the amazing website. It's very easy to use and all workers can use the program with little training because of it's easy user interface. Review collected by and hosted on G2.com.