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Dan Baldwin

Gary, Thanks for your feedback. Once I finish our migration and have a bit more experience I'll likely write a white paper on the choice of CRM solutions for agents and invite agents and partners contribute their experiences.

Dan Baldwin

A Facebook User

Good Article Dan! We have outgrown two CRM/Quote Management/Agent Portal tools & are currently researching our next upgrade.
I'd be happy to share our journey with TA and would also like to collaborate with others who find this article relevant to their 2012 plans.

Gary Woods

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