What contact management software to use

Jan 16, 2008

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  1. rdavis85
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    rdavis85 Expert

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    What software do you use for managing contacts and mailing lists?
     
    rdavis85, Jan 16, 2008
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  2. CHUMPS FROM OXFORD
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    CHUMPS FROM OXFORD Guru

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    I don't think this has ever been discussed before. This should be interesting...
     
  3. Crabcake Johnny
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    Crabcake Johnny Guru

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  4. Newby
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    Newby Guru

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    Lots of agents on here use Your Insurance Office and love the ease of use and great support from Frank. One agent AL3 hates Frank and hates Your Insurance Offce since he hates Frank. (P.S. Everybody else likes Frank and learns a lot from his knowlege.)

    Some of the rest of us use ACT. I like how customizable ACT is and all the add-on features available for it.
     
    Last edited: Jan 16, 2008
    Newby, Jan 16, 2008
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  5. Crabcake Johnny
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    Crabcake Johnny Guru

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    I use YIO for my clients and prospects who wants quotes. For for just raw leads I just use an Excel spreadsheet. When I call my leads and someone qualifies and wants quotes then they go into YIO.
     
  6. Crabcake Johnny
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    Crabcake Johnny Guru

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    And I know we new messed up and said "YIO." I feel like it's a Money Python movie "HE SAID THE WORD!" which means we now have to listen to Als' diatribe;)
     
    Last edited: Jan 16, 2008
  7. senior-advisor-indiana
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    senior-advisor-indiana Guru

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    When did Frank come out with My Insurance Office? I must have the old version. :skeptical:

    I use YIO and am happy with the service and features.
     
  8. Krono
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    Krono Super Genius

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    Hand me the popcorn.

    Munch...munch...munch...
     
    Krono, Jan 16, 2008
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  9. senior-advisor-indiana
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    Al must be holding back?????
     
  10. James
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    Now for the "Old School", can't go wrong with OCS and the point system.
     
    James, Jan 16, 2008
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