The Lead Exchange Finds Reliability and Ease-of-Use Switching to Zoho CRM

The Lead Exchange is a revolutionary platform designed to make insurance agencies more competitive in today’s challenging marketplace. The company's mission is to enrich their partner agencies by giving them access to all the standard markets available in the state of Florida. Utilizing cutting-edge technology, a dedicated sales team of insurance professionals, and the most competitive pricing available, The Lead Agency can give your agency an edge over the competition.

Challenge

According to Mitchell, "Knowing what you want and what your business needs is more vital than ever." His company needed a CRM that could facilitate growth and provide clear and actionable sales data. It also needed to be scalable over time and consistently easy-to-use so that businesses can continue to serve their customers without any slip in quality of service. "That is what excited us about Zoho," said Mitchell. "It seemed to embody exactly those values."

Solution

According to Mitchell, "Knowing what you want and what your business needs is more vital than ever." His company needed a CRM that could facilitate growth and provide clear and actionable sales data. It also needed to be scalable over time and consistently easy-to-use so that businesses can continue to serve their customers without any slip in quality of service. "That is what excited us about Zoho," said Mitchell. "It seemed to embody exactly those values."