35 Avidian Testimonials

"Prophet does just that – it’s a critical tool for us in accomplishing our mission: To help grow local businesses."

"I would be insane without Prophet.It allows me to know I have a handle on my business in a simple and efficient way as I could ever imagine."

“We had been using Sales Force to send emails and stay in contact with customers, but we really wanted something that would help us follow–up on the policies that we had already sold, too. Prophet was the perfect insurance CRM software for us. It completely allowed us to set up a folder for each customer, even with different policy numbers, and gave us to–do lists to follow up on each one. The customers were happier, we were losing fewer and fewer files and documents, and we sold an additional $53K in health insurance that first quarter, probably because our process immediately slimmed down so much. It worked so well that at least three other agencies in our area picked it up within a year.”

"As we consider expanding CRM systems to our other affiliates our familiarity with Prophet and comfort level with Avidian’s expertise made the analysis easier. It just works, and their supporting services are good — which is refreshing considering the everyday challenges my team face as an IT service provider."

"Prophet is our lifeblood."

"Prophet has been most beneficial in helping create a better sales process for my team. In our business, it is grow or die. And Prophet helps us grow."

"Prophet helps my team be heroes."

"We let [our brokers] slice and dice their data any way they want. You can’t force a broker into a mold that is predefined because not everyone fits into that predefined mold. Everyone has their own unique way of running their book of business that makes them successful. There has to be flexibility, as flexibility is critical to each broker’s business style. that flexibility is Prophet."

"I chose Prophet primarily based on the ease of inputting the data and the ability to track my business in real time."

"Prophet helps us build – and maintain – trust with all our clients."

"Everything is tracked (in Prophet). We know who did it, what they did, and when they did it."

"Chantelle went out of her way to learn and understand OUR BUSINESS. She was meticulous in assuring that we were onboard and comfortable AT EACH AND EVERY STEP. All questions and/or issues were addressed promptly."

"Kaye did a wonderful job making me feel comfortable that this product would help accomplish my goals in managing my accounts. Hans did a fabulous job with the overview and training."

"I was very impressed with Hans. His level of professionalism and flexibility was greatly appreciated and he was really good at adjusting to our changing conditions."

"Brianne Jeong was very helpful, took the time to understand how I needed to use Prophet, and was insightful in offering approaches to implement Prophet to support our needs."