Reviews written by neerajm949

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A Roundup Of Leading Advisor CRM Systems
Webinars
neerajm949neerajm949   February 11, 2010
(Updated: February 11, 2010)
4.0
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Ebix CRM's Smartoffice has 100,000 users when you factor in the corporate users like Amerprise, MetLife, etc. The independent insurance and investment advisory side I believe is at 8000-10000. ...

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Going Paperless 2.0
Webinars
neerajm949neerajm949   November 12, 2009
(Updated: November 12, 2009)
5.0
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2 results - showing 1 - 2