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Review on Packed Data Exchange by Rob Clark

Revainrating 5 out of 5

Great Platform to use when selling Insurance Products

I like how easy they are able for me as an Agent/Rep in my organization who has never used this product before! They were very helpful during our initial training with them which was fantastic!! There really isn't anything bad about PDX at least from what i'm seeing thus far but there's always room improvements if needed by us users.

img 1 attached to Packed Data Exchange review by Rob Clark

It would be nice being notified via email whenever someone makes changes such those adding products etc.. We're trying out using pdx now because other companies don’t give agents enough options within each platform - not just rep side-but also client contact info & CRM data entry issues too.-It seems simple yet effective once getting familiar wth everything involved here especially since its free compared some competitors charge fees up front even though most people realize after usage why these things aren&#039.

Pros
  • The support is amazing
  • Easy to use interface that doesn&#39 t take long time or much effort.
  • Very user friendly, good learning curve when first starting it all over again so no prior experience required
  • You can run multiple
Cons
  • Nothing here