Author

Laura Furner

Laura, who is originally from New York, is always eager to help FIG's valued agents. Starting as a Case Manager in the Annuity Division, Laura was responsible for working with carriers to obtain case updates and find solutions for issues that may arise with complex cases. She ensured agents received brochures and supplies as needed and trained new agents and office personnel how to accurately complete applications and industry paperwork. Laura is now a Business Analyst in the IT Department where she works to streamline processes and increase efficiencies.

    Business Development

    How to Choose a CRM as a Financial Advisor

    by Laura Furner
    written by Laura Furner

    As the world moves deeper into a technological space working faster and more efficient, how are you keeping up?

    Although file cabinets filled with old client data and Excel spreadsheets may have worked at one time or another, this system has proven to slow business down drastically, losing you money.

    Customer relationship management (CRM) tools, on the other hand, are built with the intention to keep track of all those client records.

    These client records can range from basic client information including contact information, birthdates, or household information, to detailed client account information and values. A CRM can also be web-based, while some are actual software that gets installed on your computer.

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