Best Record Keeping Software for Insurance

[Phillip Arnn]

How do I keep track of all my Life and Health business. What software will be best for bookkeeping; for each carrier, my client list for each carrier, and commissions? And stuff I probably don't even know I need to keep track of as of yet.

 

[captain94]

Talk to Frank Stansky he is on this forum. He sells a program called:" your insurance office "if you find one of his posts the website link is at the bottom.

 

[Omniins]

Does Stansky have a website?

 

[Newby]

Does Stansky have a website?

Here it is:

Your Insurance Office - Insurance Agency Software - Home

Good product and a good guy to do business with.

 

[Omniins]

Thanks for the info.

 

[Frank Stastny]

Captain94 and Newby, thanks for the kind words.
Your 25 cents is in the mail.

 

[GreenSky]

Will YIO run on my Tandy 64?

Rick

 

[Frank Stastny]

Will YIO run on my Tandy 64?

Rick

If you have one YIO will run on it. You keep telling me how well it is working for you on the computer you have, why would you want to try to "fix" something that isn't broken?

 

[GreenSky]

I think the Tandy 64 ran on basic and if you wanted a "hard drive" you attached a tape recorder.

Frank, as you know I've been very happy with YIO for several years. When a client calls me, I can find them and actuallly make it sound like I remember them.

I've recommended YIO to many agents and probably have referred enough people to make sure Frank has a wonderful retirement fund.

Rick

 

[Frank Stastny]

I think the Tandy 64 ran on basic and if you wanted a "hard drive" you attached a tape recorder.

Frank, as you know I've been very happy with YIO for several years. When a client calls me, I can find them and actuallly make it sound like I remember them.

I've recommended YIO to many agents and probably have referred enough people to make sure Frank has a wonderful retirement fund.

Rick

Thanks. I'm going to send you 50 cents for your kind words. There goes my "retirement fund".