You would be surprised how many insurance companies still have old legacy systems and outdated techniques for client management. If marketing dollars are non-existent, and you should be doing this regardless, reach out directly to the insurance companies. Find people you know that can get you an introduction to the sales & operations leaders - for a test drive and the what's in for me the customer - who is the agent. Many tenure agents have their own systematic system, while archaic works for them. The sell must be convincing - for retention a better way to stay on top of their clients and relationships while freeing up their time for acquisition. Much luck to you!