mobilesalesman
New Member
- 9
Quick question... I have been going back and fourth with the question should I use dropbox and keep a digital file cabinet or keep using manilla folders for all my client paperwork?
My only concern with the digital side is that when I go on appointments how do I bring their file along with me? I dont know if it really is necessary to bring copies of old policies and beneficiary changes but hey you never know.
Any suggestions or insight on what has been working to keep you guys organized and not overwhelmed with papers would be greatly appreciated.
My only concern with the digital side is that when I go on appointments how do I bring their file along with me? I dont know if it really is necessary to bring copies of old policies and beneficiary changes but hey you never know.
Any suggestions or insight on what has been working to keep you guys organized and not overwhelmed with papers would be greatly appreciated.