Zoho CRM is a great tool for Life Insurance brokers. Get access to the pre-built Zoho template used by 100s of advisors: https://cloven.ca/

Zoho CRM can be used and setup for life insurance brokers to run your business, manage your clients and track all of your renewals. In this video we go through:

00:00 - Intro
01:23 - How to setup Zoho CRM for Life Insurance Brokers
03:21 - How to manage clients and policies
08:09 - Additional Zoho tools for Life Insurance Brokers
09:52 - How to run reports

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#ZohoCRM #ZohoCRMforLifeInsurance #LifeInsuranceCRM
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