HowardCRM was created and tailor-made for health insurance agents. Unlike any other CRM on the market, HowardCRM was created by someone who lives and breathes insurance, just like you. 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 30 states over 40 insurance companies.
Other CRMs are just good placeholders for data. HowardCRM allows you to upload your customers’ data, create and run your own custom reports. If you are selling either ACA (Affordable Care Act) or Medicare plans, and either a carrier or a plan is eliminated, HowardCRM allows you to run a report on all customers on that plan. Plus, we build all the plans into HowardCRM for you! You merely need to upload your data into HowardCRM and instantly you will see the benefits of the workflows, and other automations that make your life much easier and will prevent leads and/or other opportunities from slipping through the cracks.
HowardCRM is not a STATIC CRM, it’s ever evolving – our goal is to continually improve, refine and innovate on our functionality. But perhaps the best part is that we allow YOU to determine what future enhancements you’d like to see. With your ongoing feedback to our system, your suggestions become reality for future enhancements.
Have a complete view of your customers and their households, including activity history, key contacts, customer communications, and internal account discussions.
Manage all customer policies and other pertinent details such as primary care physicians, medications and much more within HowardCRM.
Salesforce turns your mobile device into a portable sales office. You can log calls, respond to hot leads, work opportunities, check dashboards and reports, regardless of your location.
Dashboards offer a real-time picture of your business at a glance. Dig deeper with customized, detailed reports that you can create and save. And access your reports and dashboards from anywhere.
Built upon the Salesforce.com platform our CRM has the leading industry standards in data security.