Software recommendations for ALL lines (more inside)

[Guest MSMA]

I realize this may not be the most appropriate place to post this query - but it seems that y'all come from such diverse backgrounds - I figure someone could point me in the right direction!

We are a TPA offering multi-lines of coverage to public schools.

We are looking for software which will enable us to build a database of all of our clients. We would like to be able not only keep their names, addresses, phone, fax & email data - but also have the ability to check off which line(s) they are enrolled in, head counts and especially a diary or note system.

We already have separate systems for billing etc....We are just looking for a database where we can integrate our members from the various lines into one.

Names of software companies, prices, experience....anything you can advise would be appreciated. Can you think of another board where I could also place this query?

Thanks in advance!