Going Paperless

Nov 20, 2007

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  1. JRoot
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    JRoot, Nov 20, 2007
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  2. RolloverCoach
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    David Drucker has a publication called Virtual Office news.
    If you have an interest in tech/going paper you can buy his book
    and subscribe to his newsletter.
     
  3. Frank Stastny
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    You may want to take a few minutes to look at "Your Insurance Office" (YIO). Agents throughout the US and in eight foreign countries have found it very helpful.

    The full-working demo is free. There is no learning curve and support is unlimited and toll-free.

    Board members also receive a discount. Click on the link below or call the toll-free number for more information.
     
  4. Guest
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    Guest Guest

    Before you run off and spend money on the well-liked YIO program mentioned earlier, you should take a look at:

    Small Business CRM Resource Centre - Your Free Guide To CRM Help

    and specifically the free or very low-cost web-based systems like SugarCRM and FreeCRM . They are not insurance-specific, but they have both worked well for me. I started with FreeCRM and moved to Sugar later on as it had more features that I liked (but didn't really need!) Both are free, but Sugar you have to host on your web site, while FreeCRM is hosted for you for free (they hope you will upgrade to t heir $15/month package... well worth it.)

    I actually enjoy working with SugarCRM and it works for my small operation. I bring it up in the morning in it's own browser window, minimize it and leave it there all day. Takes no resources as a desktop program would (not an issue if you have a lot of RAM in your computer... which I don't... only 1 GB.)

    Anyway, there are tons of systems out there... some like YIO are desktop-based and others like FreeCRM, Sugar (demo is here), Salesforce, Norvax, AgencyPro (mostly for group health) etc. are web-centric. And even if something (like Free or Sugar) is non-insurance specific it will work pretty well for lots of agents. Sales is sales, data is data, and selling insurance products is not all that different from a back-office perspective than selling any other service (wedding photography, legal service, computer repair, event management, landscaping, etc.)

    You have lots of choice... at lots of prices. Each have their pros and their cons. Find out what YOU need most, what you can afford, and go from there.

    Again, the favorite on this board seems to be YIO. I really didn't like it much, but I'm way in the minority here. I also really like a web-based paradigm (which YIO is not) since I travel a lot and like to be able to run my business anywhere I can get a web hook-up... hotel, PDA, iPhone, kiosk, etc. (It's saved my ass more times than I can remember!) Find out what your hot button is and try some of the various solutions out there and it won't take long for you to figure out what will work best for your business. Don't feel hurried or pressured. And often the first system you try is not always the one you end up with.

    Al
     
    Guest, Nov 22, 2007
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  5. senior-advisor-indiana
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    Al,

    Do you realize how annoying it is to read your "YIO" bashing everytime someone asks about a software program? I haven't read any complaints from the "Insurance Agents" that are using it.
     
  6. Guest
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    Guest, Nov 23, 2007
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  7. GreenSky
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    The difference is that SAI and others on this INSURANCE FORUM actually SELL INSURANCE for a living. You've admitted that you are new to the industry, sell only occasionally, and have proven over and over (and stated) that you really don't have a great deal of insurance knowledge. The only insurance you "love" is that crap from Colonial where you simply refer the prospect to someone else.

    If anyone on this forum has no credibility, it's YOU!

    Now I'll wait for the inveitable reply where you will either try to show you are above this kind of posting, or where you take offense.

    Rick
     
    GreenSky, Nov 23, 2007
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  8. Guest
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    Guest, Nov 23, 2007
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  9. GreenSky
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    Al, ya got me with that post. I'm going to turn my life around and become one of your followers.

    Now where can I find people willing to take bad advice regarding heath insurance? Or have you cornered the market?

    Rick
     
    GreenSky, Nov 23, 2007
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  10. Guest
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    Guest Guest

    You somehow think that you are making yourself look good by making me look bad.

    It does not work that way.

    Everyone knows it... but you.

    As I said, you are your own worst enemy.

    Al
     
    Guest, Nov 23, 2007
    #10
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