A number of our members who were in the AMP QAN are having to look at whether they are going to stick with Xplan, or move to a new CRM system. The TripleA has undertaken some research to see what options may be available in addition to Xplan.
One we have seen is Trail, a comprehensive CRM software solution made specifically for New Zealand mortgage and insurance advisers. Its focus is on being easy to use, saving advisers time and ensuring they are compliant. If your current system is a bit clunky and you’re in the market for a new CRM option, this may be worth a look. Check out how it works for mortgage and insurance advisers.