Search & Save

Search & Save offers a Medicare quoting and CRM tool for insurance agents. In practice that means keeping every contact, deal and follow-up in one place so nothing slips.

The natural audience is sales teams and founders who are tired of spreadsheets. Related areas on their profile: CRM. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Search & Save is based in Cincinnati, Ohio. More on searchandsave.org.

Things worth asking about: pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.

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