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If internet capability is missing, you are dead in the water.
Back to the real topic,it would be nice if members would post what (if any product except spreadsheets) they are using and how they feel.
I just received my insurance license this year and are just starting a new career.
I use Capsule CRM. Its the Google CRM, its cheap ($12/month per user) and has no bells or whistles. It doesn't do commission tracking, but I am ok with that. With the "tags", I can run reports to get what I want.
I use a modified one card system for client info and this fits very well with that model.
But I am probably the least technical person on this forum, too.![]()
Do you think the carriers ever screw up sometimes and forget to pay?I gave up tracking commissions, I get at least 10 commission statements a month and it is way to time consuming.
I'm new to the forum here and I'm looking forward to reading/getting to know more of you. Long story short. I'm transitioning into my dad's business - he's been doing it for over 20 years independently, just him. He's getting ready to semi-retire. He has his own way of doing things of course. Nothing wrong with those at all. I need a system to track my policies, commissions - what I have on the books! Is there something out there where you can track everything in one - life, auto, home, med supps? Most of the auto policies are month to month and that's how the commissions are paid so I don't know if that throws a wrench in it or not! I've googled systems but they all look good on the surface and I can't find one with everything! Also it's just me and my dad, no other agents at this time.
Thoughts!
Do you think the carriers ever screw up sometimes and forget to pay?