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Discussion on Email archive within the Non-Insurance Related Discussion, part of the Insurance Agents and Brokers Forum category.

Just found a program called MailStore that downloads & archives email stored on servers. You can use it with Outlook, ...


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Old 04-22-2008, 05:13 PM   #1
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Just found a program called MailStore that downloads & archives email stored on servers. You can use it with Outlook, Thunderbird, Windows Mail and others. The program can download from POP3 or IMAP accounts.

I have been archiving old proposals, leads, etc but finding them is a pain. Even newer files that have not been compressed can be a pain to find if you don't know where to look.

Had a lady call today that I had talked to in August of last year, and again in January this year. I opened MaiStore, typed in her last name and in seconds had her initial lead, proposal and all other correspondence sorted by date and ready to click and open.

This is an amazing tool.


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Old 04-22-2008, 09:51 PM   #2
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I use freecrm.com and store all quotes and affiliated documents in each persons file. When I need to find what I've done, I go in to Contacts, and type in their name, then click on All.

And, I can access it from my office, home office, family's house, etc. without having to pay $600


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Old 04-22-2008, 09:52 PM   #3
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freecrm is pretty nice... Sugar is good too... LOL


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Old 04-22-2008, 11:54 PM   #4
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That is the beauty of the senior market...They all pay the same with MA's


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Old 04-23-2008, 02:35 AM   #5
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Quote:
Originally Posted by midwestbroker View Post
That is the beauty of the senior market...They all pay the same with MA's
My pay differs with each company... yours does too right?


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Old 04-23-2008, 08:54 AM   #6
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I didn't pay $600 either.

The single user version is free.

The search feature can key off any word, including "and" . . .


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Old 04-23-2008, 09:04 AM   #7
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I store my email proposals in Gmail - it also indexes and is easily searchable...and free.


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Old 04-23-2008, 09:08 AM   #8
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Quote:
Originally Posted by theinuranceguy View Post
My pay differs with each company... yours does too right?
Yes, but if the client says coventry, I know that the premium is $0. If they say Humana, it is $19 or $40, etc. Not like individual health were the premium really varies from person to person.

That email tool is pretty cool though. Better then having 1,000 emails in your in box.


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Old 04-23-2008, 10:33 AM   #9
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I use an email service that allows me to store 600M on their server and can sort it (manually or automatic) into folders. Also includes anti-spam and spyware.

Used it for years. Only one problem. Their servers (and back up) crashed about a year ago and I thought I had lost everything. Fortunately they had redundant back ups which took a few days to restore.

I can search on the server, but I have to do a folder by folder search. This tool searches all folders and does so in seconds.

I have about 400M in emails, proposals, etc on the server . . . and now on my computer. The search function takes literally a few seconds and comes up with all relavent responses.

Wish I had this last year. I had to go to a back up email server plus reroute all my incoming to that server for 3 days. Big problem was I could not access any stored emails, including proposals, correspondence, etc.

Bummer


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Old 04-30-2008, 07:11 PM   #10
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Interesting. I prefer using the delete key as much as possible.


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