A CRM, a page builder and a commission check that share one record per client. Every one of these was built because agents were doing it by hand.
Each agent works their own book in the same system. The agency sees all of it, routes leads across the roster and imports rosters with the same undo.
Duplicates match the client you already have. Carrier names spelled six ways become one. Rows that fail wait for you with the reason next to the field, and anything can be undone for 24 hours.
Try it: map carrier names