I’m really glad that we made the switch Find reliability and ease-of-use when switching to Zoho CRM COMPANY PROFILE INDUSTRY Insurance TYPE B2B SIZE 1-10 employees COMPANY CRM CRITERIA Customization Zoho Creator Workflow Automation The Lead Exchange, powered by Insurance Express, is one of the largest homeowner’s insurance writers in Florida, working with agents across the state. As director of agency sales Garrett Mitchell explained, “We help agents place insurance business when they might not otherwise be able to. Our network includes over 200 partner agents who refer us business on a daily basis, and up to 40 companies across the state.” When a customer enters an agent’s office to inquire about home owner’s insurance, The Lead Exchange serves as a third party avenue to assist thos

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