Ex Date Software?

[warnerins]

This is the best I've found and is the most competitive in price. Does downloads from the carriers, online or not it can attach files to your clients and does it all

InsurancePro Agency Management System for Insurance Agencies, Software for Agents - www.insuranceproonline.com

 

[russelltw]

Agent, I use ACT that I have customized it to work for what you are looking to do. I run a quick report on certain fields and get the montly list of exdates, birthdays, etc...

I then use Northwoods Sales Automation Bundle to do some of my automation.
R