Ex-Dates

[nyc2phi]

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.

 

[WinoBlues]

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

 

[best14rates]

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