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Frank's CRM was a big reason he was successful. Other software will work but his was simple and worked well.
When Frank died access to YIO ended. As many of us learned, once it needed to be reinstalled (new computer/reformat) there was no way to unlock it.
This no longer is the case. In a couple of days we can go to http://yourinsuranceoffice.net/ and both re-download and unlock the software. In addition data in csv format can be uploaded.
There are definitely more up to date crm programs but many of us loved YIO. I'm glad to have it back.
Rick
When Frank died access to YIO ended. As many of us learned, once it needed to be reinstalled (new computer/reformat) there was no way to unlock it.
This no longer is the case. In a couple of days we can go to http://yourinsuranceoffice.net/ and both re-download and unlock the software. In addition data in csv format can be uploaded.
There are definitely more up to date crm programs but many of us loved YIO. I'm glad to have it back.
Rick
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