One Person Agency

Discussion in 'Insurance Technology Forum' started by sirk123, Mar 16, 2017.

  1. sirk123
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    sirk123 Member

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    Hi, I sell Medicare plans and life insurance. I am very small, but really need a very inexpensive way of tracking customers and commissions. Not educated with Excel. Any thoughts?
     
  2. goillini52
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    goillini52 Well-Known Member

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    Sirk, how tall you are has nothing to do with it.

    I manually list them when I write them and check them off when I get paid on them.

    I use index cards to write the clients name and info, then file them in a recipe box.

    If you want to be more modern, there are free programs that you can google.

    Now remember that how tall you are shouldn't matter, unless you're 4'10" or under...then you'd be a midget. Or would it be more PC to say "Person of short stature"?

    Good luck!:yes:


    P.S. It's not PC to call them "customers"...they prefer to be called "clients".
     
  3. sirk123
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    sirk123 Member

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    Lol, it was early in the morning and I couldn't think of the word clients. Yes short would be bad :)
    Thanks, I will look into program or just use index cards.
     
  4. vic120
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    vic120 Well-Known Member

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    Try Radius Bob..............................................
     
  5. goillini52
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    goillini52 Well-Known Member

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    His name's not Bob, it's Sirk.:err:
     
  6. LostDollar
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    LostDollar Well-Known Member

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    On the right side of the screen, up a bit from center, is a search box.
    You can put terms into that like CRM, Agency Management, Contact Management and get some thread lists.

    I suspect that most of those results will be for larger organizations than you want or have monthly costs you will not want to incur, but it would give you a sense of other discussions in those areas that have occurred on the site.
     
  7. goillini52
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    goillini52 Well-Known Member

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  8. sirk123
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    sirk123 Member

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    I am a her actually lol
     
  9. goillini52
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    goillini52 Well-Known Member

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    Ooops, sorry about that Sirkette.:yes:
     
  10. sirk123
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    sirk123 Member

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    Lol, thanks everyone for your recommendations. I really appreciate it. :)
     

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