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Reply to One Person Agency     
Old 03-16-2017, 06:52 AM   #1
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One Person Agency One Person Agency
Hi, I sell Medicare plans and life insurance. I am very small, but really need a very inexpensive way of tracking customers and commissions. Not educated with Excel. Any thoughts?
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Old 03-16-2017, 08:55 AM   #2
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goillini52 on One Person Agency
 
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One Person Agency Re: One Person Agency
Originally Posted by sirk123 View Post
Hi, I sell Medicare plans and life insurance. I am very small, but really need a very inexpensive way of tracking customers and commissions. Not educated with Excel. Any thoughts?

Sirk, how tall you are has nothing to do with it.

I manually list them when I write them and check them off when I get paid on them.

I use index cards to write the clients name and info, then file them in a recipe box.

If you want to be more modern, there are free programs that you can google.

Now remember that how tall you are shouldn't matter, unless you're 4'10" or under...then you'd be a midget. Or would it be more PC to say "Person of short stature"?

Good luck!


P.S. It's not PC to call them "customers"...they prefer to be called "clients".

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Old 03-16-2017, 09:04 AM   #3
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One Person Agency Re: One Person Agency sirk123 is the thread starter for: One Person Agency

Lol, it was early in the morning and I couldn't think of the word clients. Yes short would be bad
Thanks, I will look into program or just use index cards.
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Old 03-16-2017, 09:14 AM   #4
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One Person Agency Re: One Person Agency
Try Radius Bob..............................................
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Old 03-16-2017, 09:17 AM   #5
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goillini52 on One Person Agency
 
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One Person Agency Re: One Person Agency
Originally Posted by vic120 View Post
Try Radius Bob..............................................

His name's not Bob, it's Sirk.
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Old 03-16-2017, 10:40 AM   #6
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One Person Agency Re: One Person Agency
On the right side of the screen, up a bit from center, is a search box.
You can put terms into that like CRM, Agency Management, Contact Management and get some thread lists.

I suspect that most of those results will be for larger organizations than you want or have monthly costs you will not want to incur, but it would give you a sense of other discussions in those areas that have occurred on the site.

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Old 03-16-2017, 10:47 AM   #7
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goillini52 on One Person Agency
 
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One Person Agency Re: One Person Agency
Originally Posted by sirk123 View Post
Lol, it was early in the morning and I couldn't think of the word clients. Yes short would be bad
Thanks, I will look into program or just use index cards.

Here's a "short list" for you.

https://www.google.com/search?source....0.Blbg5oEtvPI
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Old 03-16-2017, 12:16 PM   #8
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One Person Agency Re: One Person Agency sirk123 is the thread starter for: One Person Agency

Originally Posted by goillini52 View Post
His name's not Bob, it's Sirk.
I am a her actually lol
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Old 03-16-2017, 12:24 PM   #9
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goillini52 on One Person Agency
 
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One Person Agency Re: One Person Agency
Originally Posted by sirk123 View Post
I am a her actually lol
Ooops, sorry about that Sirkette.
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Old 03-16-2017, 01:30 PM   #10
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One Person Agency Re: One Person Agency sirk123 is the thread starter for: One Person Agency

Lol, thanks everyone for your recommendations. I really appreciate it.
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