To be honest, I’m tired of keeping all records in Google spreadsheets, so I would like to find some software that would allow me to automate my business. By the way, I have my own insurance company. Please recommend what might work for me.
For an insurance company, you can look for some CRM. There are just a lot of them on the Internet now, and there shouldn’t be any problems with the search. If we talk about my personal experience, then I would recommend paying attention to the option with software, from this resource https://fieldcomplete.com/ . It can be used by insurance companies, homeowners, and property managers. So this option will definitely suit you.