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In Reply to: Life and Health agency Software posted by Ben on June 08, 2005 at 14:14:44: : does anyone have suggestions for a good Life and Health Agency CRM software package? In particlular, I want to track underwriting, compliance, and integrate with Microsoft outlook, along with client info, accounting, etc., AMS -- has excellent software, however it may be costly dependent upon the size of your agency. If you can handle it, it would be well worth it. Otherwise you may want to try ACT software. -- hope this helps.
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