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Guides and walkthroughs for running an insurance or financial services back office on Zoho and Microsoft 365. Written by someone who does it every day, with working examples you can use.
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Zoho CRM for insurance
Setting up, cleaning up, and getting more out of Zoho CRM when you run an agency, IMO, or RIA.
2 guidesDeluge
Zoho's scripting language, explained for people who have a business to run. Working code you can copy.
Coming soonCommissions and payouts
Splits, hierarchies, carrier statements, and getting producers paid without a spreadsheet.
Coming soonZoho and Microsoft 365
Outlook, SharePoint, Teams, and Power Automate working with your CRM instead of around it.
Coming soonCompliance and data
Permissions, backups, retention, and audit trails that hold up when someone asks for records.
Coming soonZoho and AI
Using Claude and other AI tools with your Zoho data, and where to be careful.
Coming soonMonthly notes
What changed in Zoho and Microsoft 365 this month, and what it means for insurance and financial services teams.
Coming soonLatest
- Is Zoho CRM a good fit for an insurance agency? An honest look at where Zoho CRM works well for insurance agencies and IMOs, where it doesn't, and what it takes to set it up right.
- Five ways agencies set up Zoho CRM wrong (and how to fix them) The setup mistakes that make Zoho CRM feel clumsy for insurance agencies, and what to do instead.