BBCRM was established so you can involve the broker from the start. If your brokers are not using the system, it’s costing you money. The majority of client interaction is either through or via the sales team, so to achieve a CRM which meets their needs, it’s crucial that they are closely involved with the strategy, design, functional operation and process throughout. We developed this system with the sales/brokers in mind. It is easy and fun to use and your team will take ownership of the client data that is under their control.
