Financial Services Software

ARC is more than just a management system for your agency, or individual business. It's an industry-specific CRM, Prospecting tool, social network with direct consumer-advisor communication, and so much more.

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10.0/10 (Expert Score) ★★★★★
Product is rated as #11 in category Other Finance & Admin. Software
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ARC is more than just a management system for your agency, or individual business. It’s an industry-specific CRM, Prospecting tool, social network with direct consumer-advisor communication, and so much more.

Financial Services Software
Financial Services Software

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Customer Reviews

Financial Services Software Reviews

Agency in Insurance

Advanced user of Financial Services Software
★★★★★
As Close to an All-In-One System for Life and Health Agents as You Can Find

What do you like best?

It's helped us consolidate our communication and management to a single application, rather than having multiple systems for multiple things. One of the things I like best is the prospecting database. It saves me from buying data lists, and my agents always have calling and marketing lists to work with, that they can get on their own without me distributing anything. ARC is very easy to use, takes virtually no set-up, other than transferring your current book of business to the database. They even helped us import and set up our client database, though, so there was very little work on our part for that. The company is very responsive to suggested changes, and implements really quickly. They're also very personable, and the owner is right out front engaging with agents. Pricing is great compared to similar systems, which charge more for less, and most aren't industry-specific.

What do you dislike?

There's some manual entry of commission data, but that seems to be the case with every system. There's no direct Outlook integration right now, but there is Google, which is what we use.

Recommendations to others considering the product:

It's free to try, so do the free or basic plan and see if it's the right fit for you. If you have suggestions, the company is very quick to respond.

What problems are you solving with the product? What benefits have you realized?

Reduced cost was a big one. We reduced our monthly subscription price dramatically over another system we were using. We also saved by not having to purchase data lists. My agents can pull any data they want, and use it, rather than coming to me for it. It's been phenomenal for keeping tabs on agent activity, since I can see all of my downline's clients, prospects, leads, apps, policies, etc, all in one place. The Agency Central feature also makes engagement and communication with everyone fun and easy. Our new agent training is more efficient, thanks to the virtual agent, and the database of sales tools, too.

Review source: G2.com

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