I had a hard time deciding which forum to put this in...I have Seniors, ACA, Life and Disability all in one scary file cabinet. Office has a collection of files for prospects who did not have a SEP available when they came in for appointments. Or they came in for quotes and we never heard back from them. We also had an assistant for our older agent last year who had an interesting (for lack of a better word) way of filing items. Long & short of it: I now have a pile of folders that were never followed up on (other agent has no clue who most of these people are or why they were here) and looking for the best way to try to get them back for AEP/OEP or at least for a review/possible new quote for disability or Life. Yes, some of them may have gone to another agency, but on the off chance... Ideas?