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your insurance office vs. act! 2008
- Thread starter Go Green
- Start date
- 17,254
I have used all versions of ACT ever since it was DOS based right up until 2008. I still like it but it is slow and cumbersome compared to ACT 6 (2004) which was their best version.
I have demoed YIO and find it VERY useful and well designed. I wish YIO was as easy to add additional fields (MANY) and Add-on features (automation) like ACT is. It would be perfect then.
As it is, YIO is very usable and would do an agent a great job to keep him organized and spend more time selling and less time computer programing. If I wasn't SO deep in ACT I would probabbly just use YIO and keep it simple.
Web based is definitely NOT what I'm looking for.
I have demoed YIO and find it VERY useful and well designed. I wish YIO was as easy to add additional fields (MANY) and Add-on features (automation) like ACT is. It would be perfect then.
As it is, YIO is very usable and would do an agent a great job to keep him organized and spend more time selling and less time computer programing. If I wasn't SO deep in ACT I would probabbly just use YIO and keep it simple.
Web based is definitely NOT what I'm looking for.
- 14,808
I downloaded the salesforce demo before YIO. Probably nice if you're not in the insurance biz, but when you can get salesforce to do this let me know
Your Insurance Office - Screen Shots
For me, applications like salesforces does a whole lot of nothing - meaning 95% of what they offer doesn't apply to me whereas 100% of YIO applies to me.
Your Insurance Office - Screen Shots
For me, applications like salesforces does a whole lot of nothing - meaning 95% of what they offer doesn't apply to me whereas 100% of YIO applies to me.
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- 14,808
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Al -
Is it possible for anyone to say anything good about YIO without you responding like a total asshole?
Rick
P.S. - Disclaimer: It would be inappropriate to call you a total asshole so if you notice, I said "like a total asshole."
Is it possible for anyone to say anything good about YIO without you responding like a total asshole?
Rick
P.S. - Disclaimer: It would be inappropriate to call you a total asshole so if you notice, I said "like a total asshole."
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Ding, end of round 178.
G
Guest
Guest
Play nice
That's not the way Rick conducts himself in this venue. He builds himself up by tearing others down. He tries to make himself look smart by making others look stupid. I'm usually his favorite "other" but there are other "others."
To paraphrase what the kids say, "He is what he is."
Al
InsuranceSolutions123 Agency
"Live long... and prosper"
- 1,328
That's not the way Rick conducts himself in this venue. He builds himself up by tearing others down. He tries to make himself look smart by making others look stupid. I'm usually his favorite "other" but there are other "others."
To paraphrase what the kids say, "He is what he is."
Al
InsuranceSolutions123 Agency
"Live long... and prosper"
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. More robust applications like SFDC, FreeCRM, and SugarCRM are also more affordable.
I checked into a 4 user license of SFDC and I was quoted at $600 annually. SugarCRM and FreeCRM have extremely usable and useful features on their free versions. You can commission track with all 3, run pipeline reports, and get them to spit out any type of data relevant to your practice.
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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. More robust applications like SFDC, FreeCRM, and SugarCRM are also more affordable.
I have a copy of ACT!, but don't use it (wish I could get my money back). Call me old fashioned, but I stick with index cards, file folder system, and excel spreadsheet (yes I actually use the computer):
Index cards (for prospects): Simple, file behind the month and day tab I want to call them back or take action of some sort.
Hanging File Folders in Plastic Tub: For other tasks to be completed that wouldn't be put on the prospect card. The same system as used above, just with hanging files (one for each month and 31 day files). I use a cheap recycled not pads and write the task I want to do and place it in the appropriate folder.
Spreadsheets: Used for client service. At the beginning of each month I write down all the birthdays for the month and other service calls I need to make and assign them to the day of the month I want to call them.
I'm not anti-technology, if it made my life easier and worked for me I would use it. As it stands, this is the only system that is easy for me to understand and that I have followed through with it.
I have a copy of ACT!, but don't use it (wish I could get my money back). Call me old fashioned, but I stick with index cards, file folder system, and excel spreadsheet (yes I actually use the computer):
Index cards (for prospects): Simple, file behind the month and day tab I want to call them back or take action of some sort.
Hanging File Folders in Plastic Tub: For other tasks to be completed that wouldn't be put on the prospect card. The same system as used above, just with hanging files (one for each month and 31 day files). I use a cheap recycled not pads and write the task I want to do and place it in the appropriate folder.
Spreadsheets: Used for client service. At the beginning of each month I write down all the birthdays for the month and other service calls I need to make and assign them to the day of the month I want to call them.
I'm not anti-technology, if it made my life easier and worked for me I would use it. As it stands, this is the only system that is easy for me to understand and that I have followed through with it.
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