Ex-Dates

Discussion in 'General Insurance Agent Discussions' started by nyc2phi, Nov 21, 2013.

  1. nyc2phi
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    nyc2phi Guru

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    Can anyone recommend a cheap way to keep track of ex-dates for both personal and commercial lines ?

    I use excel which is obviously the easiest but also not very efficient.
     
  2. WinoBlues
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    WinoBlues Guru

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    Back in the day I used 3x5 cards in a long shoe box looking box. With a tab for each month. Kept my notes on the back. Worked so well I stopped using it.

    Today I use Radius. Which I need to use more fully.

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    Ps.. If you decide to do the cards to start off. Shoot me an email tomorrow to remind me. If I have a box and tabs you can have it. I will pay shipping if you donate $5-$10.to wounded warriors.

    Lee
     
    Last edited: Nov 21, 2013
  3. best14rates
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    best14rates Expert

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    Back in the day I also used those cards.
    Then I started using My Microsoft calendar then went to and agency management system that has a tickler system so It pops to remind me of the renewals that are coming up that week Hope that helps
     

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