Hey guys, sorry if I'm posting this in the wrong area.
I am the renewal manager for a very small insurance agency and I was looking for some better organizational methods for our renewals and accounts in general but unfortunately I am a bit lost on what path to take. Our agency uses TAM Online as our AMS but I find it to be extremely clunky and difficult to use so I rarely use it for anything other than issuing acords. This leaves us really using nothing other than lots of folders separated by each client and organized by time of renewal but I feel like we could be doing a lot better to keep track of things for the future and in general.
I was coming here looking for some tips or methods your company uses to keep things organized so that everyone can stay on top of things, if you're willing to share!
I am the renewal manager for a very small insurance agency and I was looking for some better organizational methods for our renewals and accounts in general but unfortunately I am a bit lost on what path to take. Our agency uses TAM Online as our AMS but I find it to be extremely clunky and difficult to use so I rarely use it for anything other than issuing acords. This leaves us really using nothing other than lots of folders separated by each client and organized by time of renewal but I feel like we could be doing a lot better to keep track of things for the future and in general.
I was coming here looking for some tips or methods your company uses to keep things organized so that everyone can stay on top of things, if you're willing to share!
