How do you track new business?

[Allines]

I was wondering how do you track your new business apps. What tools do you use, paper, computer
What info do you keep track of on each application?

 

[billyb]

INSCOMM

 

[Life Hawk]

I was wondering how do you track your new business apps. What tools do you use, paper, computer
What info do you keep track of on each application?

1. I use see through plastic pockets to keep each app seperate as it goes through the process of my office while it awaits approval.
2. I scan all my apps and save them last name first
3. I enter my new business into my CRM, it will inform me of important dates and functions with my Office360, which in turn will down load contacts into my phone

Hope that gives you a start. PM me if you would like more detail.