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Old 11-21-2013, 09:09 AM   #1
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Ex-Dates Ex-Dates
Can anyone recommend a cheap way to keep track of ex-dates for both personal and commercial lines ?

I use excel which is obviously the easiest but also not very efficient.
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Old 11-21-2013, 10:41 AM   #2
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WinoBlues on Ex-Dates - Insurance Forum
 
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Ex-Dates Re: Ex-Dates
Originally Posted by nyc2phi View Post
Can anyone recommend a cheap way to keep track of ex-dates for both personal and commercial lines ?

I use excel which is obviously the easiest but also not very efficient.
Back in the day I used 3x5 cards in a long shoe box looking box. With a tab for each month. Kept my notes on the back. Worked so well I stopped using it.

Today I use Radius. Which I need to use more fully.

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Ps.. If you decide to do the cards to start off. Shoot me an email tomorrow to remind me. If I have a box and tabs you can have it. I will pay shipping if you donate $5-$10.to wounded warriors.

Lee

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Buy them a beer or at least donate the $5.bucks.http://www.woundedwarriorproject.org/

WinoBlues@Gmail.com

Last edited by WinoBlues; 11-21-2013 at 03:49 PM.
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Old 11-21-2013, 01:36 PM   #3
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best14rates on Ex-Dates - Insurance Forum
 
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State: best14rates is an Insurance Agent from Montana
Ex-Dates Re: Ex-Dates
Back in the day I also used those cards.
Then I started using My Microsoft calendar then went to and agency management system that has a tickler system so It pops to remind me of the renewals that are coming up that week Hope that helps
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