Becky Chopek Wilson asked us,”For the P&C agents here. What Agency management system are you using and does any of them connect to Agent CRM?
Also has anyone been able to create their intake forms inside Agent CRM instead of having to use Zappier to import the information?”
“You can use the “Survey Builder” to collect information, you don’t need a separate form builder.
Our surveys can even collect digital signatures!
As far as the AMS, we’d love to work with your provider so that your leads that Agent CRM collects can be sent to your AMS when they’re ready to be processed