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What methods, devices, software, systems, etc. do you guys use to keep organized and keep on top of things?
My place is a mess with papers on every plan, rider, marketing piece, etc. littered everywhere, so it seems. I am having a tough time remembering to call some people back (usually they're not great prospects and I kind of shift them to the rear of the priority list) and follow up in a timely manner. I'm forgetting to get illustrations and quotes printed off. You name it and it's bogging me down. Any suggestions?
My place is a mess with papers on every plan, rider, marketing piece, etc. littered everywhere, so it seems. I am having a tough time remembering to call some people back (usually they're not great prospects and I kind of shift them to the rear of the priority list) and follow up in a timely manner. I'm forgetting to get illustrations and quotes printed off. You name it and it's bogging me down. Any suggestions?