Worksheet

CRM versus agency software scorecard

The scorecard has twelve rows, one for each thing your desk must remember, such as members per policy, waiting periods, port status and renewal date. Three columns follow: needed daily, handled by the CRM, handled by agency software. Tick each cell after the ten-policy test. Count the gaps.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Health insurance agency software or a CRM: which fits”, www.gullysystem.com/blog/health-insurance-agency-software-or-a-crm-which-fits