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Reply to One Person Agency     
Old 03-16-2017, 03:04 PM   #11
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WinoBlues on One Person Agency
 
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One Person Agency Re: One Person Agency
Originally Posted by sirk123 View Post
Lol, thanks everyone for your recommendations. I really appreciate it.
FYI, You can get a discount on Radius Bob through a couple of the uplines here. I think I get mine from Todd King, I think. Lee
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Old 03-24-2017, 08:08 AM   #12
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NinjaNic on One Person Agency
 
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One Person Agency Re: One Person Agency
Google Drive is a good place to start, and free. You can create forms, sheets, documentation etc. You can tie it all together with your calendar and contacts. There are agents I know that 100% of their client is inside of Drive. You will need to upgrade to a paid service like RadiusBob at some point to take advantage of more traditional CRM features though.

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Old 03-29-2017, 10:48 PM   #13
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State: NWBenefitProvider is an Insurance Agent from Washington
One Person Agency Re: One Person Agency
Originally Posted by WinoBlues View Post
FYI, You can get a discount on Radius Bob through a couple of the uplines here. I think I get mine from Todd King, I think. Lee
I have used Radius BOB for a few years now and it is quite good for the cost. It started out at $24 per month and recently increased to $34. A lot of nice features like blast email, lots of data fields for tracking, easy to look up and tag clients with different fields. Certainly worth a look.

Wino, I'd like to see if I can get a better deal through one of the folks gere. You say Todd King? Anyone else you know of?

Thanks.
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Old 03-30-2017, 10:53 AM   #14
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WinoBlues on One Person Agency
 
Join Date: Jan 2009
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One Person Agency Re: One Person Agency
Originally Posted by NWBenefitProvider View Post
I have used Radius BOB for a few years now and it is quite good for the cost. It started out at $24 per month and recently increased to $34. A lot of nice features like blast email, lots of data fields for tracking, easy to look up and tag clients with different fields. Certainly worth a look.

Wino, I'd like to see if I can get a better deal through one of the folks gere. You say Todd King? Anyone else you know of?

Thanks.
Honestly, I do not remember who I have it through. I have had them for years. I believe it is through Todd. But that may be the FEXQuotes discount.
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Old 08-04-2017, 07:09 AM   #15
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Newby on One Person Agency
 
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One Person Agency Re: One Person Agency
For a one man agency (in my case husband and wife agency) it's still hard to beat the ACT database installed directly on your PC.
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