HowardCRM was created and tailor-made for health insurance agents.
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Brent Howard, President & CEO of HowardCRM was looking for a CRM to help manage his book of business. He ultimately settled on SalesForce, but quickly realized it wasn’t much unless he invested a significant amount of time, resources, and energy into crafting and creating a unique CRM that is custom-made for health insurance agents and agencies. After 8 ½ years from a labor of love, he created HowardCRM. He has since leveraged HowardCRM to grow his agency to operating in 24 states with almost 50 insurance companies.
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"HowardCRM is a great tool that we have in managing our relationships and interactions with our clients and potential customers. It helps us to be organized and once you get the hang of it, you will appreciate it more and more. I love the way they set up the Dashboard, very straightforward and user-friendly. I specifically love the way they put the Calendar as the "Home Menu" because once you utilize it and put your schedule on it, it will definitely help you stay on schedule. HowardCRM is so much better than the other CRMs we have tried before. Awesome!!!!!”"
"This mother freaking system is the real deal. If you enroll folks in private Medicare health insurance plans, this CRM is the best thing since the invention of a peanut butter and jelly sandwich!! And if you don't like a PBJ sandwich, you will after taking a bite of this CRM. All jokes aside, this CRM is a MUST HAVE for your business. It keeps everything you will need to know about your clients. It keeps you on track and it has key components that allow you to do everything within the CRM. My business would not run without this CRM."
"HowardCRM has been a life saver for me. It has organized everything I need for Medicare. I can do everything I need to do right from the CRM. From clients to emails to enrolling to scheduling, etc. Everything in one place right at your fingertips. Before, I don’t know how I survived without it. This is the most complete CRM on the market, hands down. If you are wondering how you will ever get organized, this is your answer. Highly recommend it!"
"HowardCRM has helped me keep all my clients in one place and it has improved my process when I am talking to new prospects and clients. I can write more business due to having the calendar and task reminders. Being able to keep track of all my conversations and follow ups has made it easier not to miss any opportunity. There are a lot of great features that I utilize to keep my business running effectively and smoothly. One of the features that I really love that I didn’t have with my previous CRM is the reports. The reports allow me, or my assistant to track my progress and commissions. I highly recommend this CRM if you’re looking to be more productive and save time."
"I can’t imagine doing my job and maintaining my clients without HowardCRM. Everything I need is at my fingertips no matter where I am. Not a single birthday, anniversary or enrollment missed. Keeps me organized and on task. Open enrollment would be a nightmare without it. I can’t imagine not having it!"
