Client Records

Oct 29, 2008

  1. lakeloveroktx
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    lakeloveroktx Super Genius

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    How do you guys keep track of your clients information. For instance ded, coinsurance,renewal date.

    Also how do you keep up with prospects that want you to contact them in 2 months.
     
  2. joshril
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    joshril Guru

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    Any CRM will do this... Outlook works well too...
     
    joshril, Oct 29, 2008
    #2
  3. life911
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    life911 Expert

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    Yeah, you need a CRM to keep up with the leads. Without one, there's little chance to follow-up.
     
    life911, Oct 29, 2008
    #3
  4. joshril
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    joshril Guru

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    Once again... if you don't want to invest in a CRM or use a free one... Outlook will work. Just use the calendar and tasks features to schedule follow-ups and use the contacts section to enter information about clients.
     
    joshril, Oct 30, 2008
    #4
  5. ABC
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    ABC Guru

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    What is a CRM?
     
    ABC, Oct 30, 2008
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  6. Crabcake Johnny
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    Crabcake Johnny Guru

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