CRM for Insurance Agents

CRM Search Form to Embed on CRM page

In Force Life Date Range

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In Force DI Date Range

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Entry Creation Date Range

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Submitted Entries

Totals (calculated from filter – apply search conditions and then view stats)

Life DB Life Premium Life Average DB DI MB DI Premium Policy Count Count Life Count DI
$[sum_2000] $[sum_1956] $[average_2000] $[sum_1999] $[sum_2594] [sum_6362] [sum_6419] [sum_6415]
Full Name First Last Sales Stage Life DB DI MB Annual Premium Carrier Product Count
Test Client Test Client Application Submitted to Carrier (In Underwriting) $100 $2000 Life Company B Life Add Note