I am currently and have been using google contacts to organize my date, contacts, notes, addresses, etc. but I think its time to get a better system that can handle policies and provide merge options for letters and labels as well. Right now I am looking at RedTail and Smart Office Anywhere since I use all apple mac products which typically dont work well in the insurance industry.
Anyone use these or have any experience with either? My biggest concern is that if I start to use one for a while and load it with a ton of data and documents I wont be able to export it properly.
Anyone use these or have any experience with either? My biggest concern is that if I start to use one for a while and load it with a ton of data and documents I wont be able to export it properly.
