I use excel and a NAS system. (nas so i can access my files at home or on the road, its my personal cloud system)
I have about 80 clients right now, and it works fine for me. Though i keep track of every phone call or question they contact me about. The only problem for me is notes being so many fields.
Im looking into those Free CRM to organize it more then eventually when my profit can afford AMS i will change over. Anyone recommend a free crm that can do file tracking for my pdf acord forms?
I agree with RBA keep your overhead as low as possible, cash is like the blood of your company.
Just ask yourself what can AMS do vs Excel cant do in your current situation. When i first started, i went in buying every thing seasoned insurance agencies had. I later found out this was eating all my profits and im working for free. I've minimized all overhead now and i'm actually in the positive lol.
Especially when your learning you will have slow periods or you will have periods where you cant handle the work and lose out on some clients.
Granted i am new too and i have no right to be lecturing, but thats my opinion.
I have about 80 clients right now, and it works fine for me. Though i keep track of every phone call or question they contact me about. The only problem for me is notes being so many fields.
Im looking into those Free CRM to organize it more then eventually when my profit can afford AMS i will change over. Anyone recommend a free crm that can do file tracking for my pdf acord forms?
I agree with RBA keep your overhead as low as possible, cash is like the blood of your company.
Just ask yourself what can AMS do vs Excel cant do in your current situation. When i first started, i went in buying every thing seasoned insurance agencies had. I later found out this was eating all my profits and im working for free. I've minimized all overhead now and i'm actually in the positive lol.
Especially when your learning you will have slow periods or you will have periods where you cant handle the work and lose out on some clients.
Granted i am new too and i have no right to be lecturing, but thats my opinion.