Renewal Spreadsheet!!!!!

[TDFnCali]

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

 

[senior-advisor-indiana]

You may be able to keep track through radius. I know you could with YIO...

 

[goillini52]

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

Jerard on the Forum developed one.

http://www.insurance-forums.net/forum/user/jerard-34459/

 

[dkuhn]

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. . .

 

[TDFnCali]

You may be able to keep track through radius. I know you could with YIO...

I dont know what radius is nor do I know what YIO is...remember im new school to medicare!

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Jerard on the Forum developed one.

Insurance Forums - View Profile: Jerard

This looks promising, Ill check it out...thanks!

 

[sman]

I dont know what radius is nor do I know what YIO is...remember im new school to medicare!

Neither have anything to do with Medicare. They are both CRM's.

 

[goillini52]

I dont know what radius is nor do I know what YIO is...remember im new school to medicare!

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This looks promising, Ill check it out...thanks!

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

 

[TDFnCali]

Jerard on the Forum developed one.

Insurance Forums - View Profile: Jerard

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!

 

[goillini52]

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!

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

 

[sman]

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

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.