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Guest
Guest
Frank,
We have used to YIO system for more than 3 years. I am still thankful for how YIO has organized my office and my time. We have tried several different programs over the last 11 years but this one, out does them all. Our business has more than tripled. We are an insurance brokerage and there are over 200 agents who have submitted business in the last 3 years. With YIO I am able to pull any information they request in a matter of seconds. Since we don't have any prospects as for as clients go, I use the Prospect section for our agents. The policies they write are stored under the client section. But, using the prospect section this way lets me have all of their information at my finger tips. We can also keep up with birthdays and in the comment box, list the companies they are licensed with. It is truly a wonderful system.
I have read the comments about wanting to scan and store documents in YIO. When we moved to a new office I had to give up a lot of storage area. We were housing applications for the last 7 years. Now, I have 1 year of applications on hand and I have started scanning new applications in and saving them to a "Flash Drive". The documents are saved to a PDF file and if something happened to our computers, we could access the flash drive from any computer that has Adobe. My hard drive is not loaded down with all of the applications. I am using a 512 MB flash drive which was about $14.00 at our local office supply store. You can plug the drive in to your USB port, open it and see a list of the apps, click on the one you need and open. I am also using another flash drive to backup YIO. Even if YIO could store the documents I don't know that I would use that option because of loading too much on the hard drive and slowing the computer down.
Thanks,
JDavis
Life Marketing Services
Man, I came on this thread to brag about the YIO program but this quote says it all...shoot I am ready to buy it again after reading this! Uh, not really Frank. Thanks for a great contact program for agents...what is your next project? Oh, sorry it is a secret no cost to the insurance agent program huh?