What do you like best?
All the data you are looking for is in one place and you should be able to export the data to use as necessary
What do you dislike?
The software seems outdated and there is a lot of client information regarding health insurance plans that you need to type in. The program will not you move on without each item being plugged in even if that is just a "N/A" which is very time-consuming.
Recommendations to others considering the product
It is nice if you need to pull information but not everyone fills out everything within the program.
What business problems are you solving with the product? What benefits have you realized?
It is standard practice that we type all of our clients into the portal in order to track offices, commissions, etc . of the client. However, I feel it is time-consuming and not worth it, when our office doesn't use any of the additional features.