Renewal Spreadsheet!!!!!

Jan 14, 2016

  1. TDFnCali
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    TDFnCali Guru

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    Has anyone made or has a excel spreadsheet for keeping track of all your renewals from diff companies? Id love to have a tool where I could just plug in the renewal amount & it adds it all up....be great if it could have the clients name, company & amount, but the amount is the most important.

    Anyone have anything like this or can build 1 for a small fee?

    Thx
     
    TDFnCali, Jan 14, 2016
    #1
  2. senior-advisor-indiana
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    senior-advisor-indiana Guru

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    You may be able to keep track through radius. I know you could with YIO...
     
  3. goillini52
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    goillini52 MAGA...Eat More Bacon & BUILD THAT WALL!!!

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    Jerard on the Forum developed one.

    http://www.insurance-forums.net/forum/user/jerard-34459/
     
  4. dkuhn
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    dkuhn New Member

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    Have you ever looked at something like this? Would it be what you are looking for?
    ienetwork-dot-com/products/crm

    Sorry, I have not posted enough yet so I cannot paste the link. . .
     
    dkuhn, Jan 14, 2016
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  5. TDFnCali
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    TDFnCali Guru

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    TDFnCali, Jan 14, 2016
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  6. sman
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    sman Guru

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    Neither have anything to do with Medicare. They are both CRM's.
     
    sman, Jan 14, 2016
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  7. goillini52
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    goillini52 MAGA...Eat More Bacon & BUILD THAT WALL!!!

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    He does final expense, but I don't know why it wouldn't work for Med Supps too.
     
  8. TDFnCali
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    TDFnCali Guru

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    Well that was awesome....I donated $10 to him thru paypal for taking the time to make this BEFORE I downloaded it, and the download link doesnt even work!!

    That wasnt $10 well spent, lol!
     
    TDFnCali, Jan 14, 2016
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  9. goillini52
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    goillini52 MAGA...Eat More Bacon & BUILD THAT WALL!!!

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    Haha, if you PM him he might be able to help you with it. I've read others say they liked it.
     
  10. sman
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    sman Guru

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    I looked at it in the past and if memory serves me correctly it doesn't work well with Med Supps. I could be wrong though.
     
    sman, Jan 14, 2016
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