Appointment and Policy Updates

[john316]

What is your best practices on managing your appointments and how do you manage to check all the policy updates of carriers?

Any thoughts to help us learn and make it easier for all?

 

[Newby]

What is your best practices on managing your appointments and how do you manage to check all the policy updates of carriers? Any thoughts to help us learn and make it easier for all?

One thing that helps is using an ACT database or something similar. What I like about ACT is you have a companies layout that is separate from your prospects layout.

When you look at your companies, they are all listed there on the left. Then all your important info for each company is right there together. You can click on the web page link for any of them and you log in info is right there on the screen.

I don't know how any agent would do it without ACT or a similar database.