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I think you miss the point of a program like YIO. Al will never understand this because he is stuck on "new is better" and frankly doesn't have a need for any kind of program because his client records can ALL fit on a 3x5 card.I tried the YIO office demo and I do agree with Al on this. While YIO office is great for a stand-alone agent, any agent with multiple offices or looking to expand, should looking into FreeCRM, SalesForce, or SugarCRM.
Web-based applications are the way of the future. Local based application like YIO are a thing of the past and not practical in most situations.
I think you miss the point of a program like YIO. Al will never understand this because he is stuck on "new is better" and frankly doesn't have a need for any kind of program because his client records can ALL fit on a 3x5 card.
YIO is not designed for the large agency. I find it perfect for my home based agency. It holds the records of my 500+ clients along with prospects (wish I did a better job of that).
I don't want a web based program because all the information on YIO is downloaded via Outlook onto my PDA. I can also copy the data file from my desktop computer to my laptop if required and take the entire program with me.
Other programs are better suited to a large agency and that's fine. I neither have the skills nor want to spend the time configuring a program to do what YIO does on a turn key basis. YIO is a tool to help agents. If there is a tool that works better for you, use it.
Rick
I think you miss the point of a program like YIO. Al will never understand this because he is stuck on "new is better" and frankly doesn't have a need for any kind of program because his client records can ALL fit on a 3x5 card.
YIO is not designed for the large agency. I find it perfect for my home based agency. It holds the records of my 500+ clients along with prospects (wish I did a better job of that).
I don't want a web based program because all the information on YIO is downloaded via Outlook onto my PDA. I can also copy the data file from my desktop computer to my laptop if required and take the entire program with me.
Other programs are better suited to a large agency and that's fine. I neither have the skills nor want to spend the time configuring a program to do what YIO does on a turn key basis. YIO is a tool to help agents. If there is a tool that works better for you, use it.
Rick
But can it do all that without having to be modified for use as an insurance program? YIO is specific to the insurance industry and has a one-time cost of under $300.You can do all of the that with the programs I have mentioned as well..
If anyone would like to show me how to get any of these CRMs and configure it so it does absolutely everything YIO does then there's your challenge. Contact me: [email protected] - I'll download a demo version of any CRM you choose and your goal will be to show me how to set it up to do everything YIO does. Plan on setting aside a few hours.