Organizing Your Various Companies?!!?

Agr1093 · 11-02-2009, 04:17 PM

Does anyone have an ingenious way that they organize their various insurance companies information? Our office is fairly new to being a true independant agency, and sometimes it is hard to keep all the companies straight!

Ideally I would like to do something on our network, so everyone is looking at the same thing, and we can easily update it. Even better would be setting it up in AMS somehow (we use AFW). I am looking to organize these things for each company: U/W contact, claims contact, billing contact, appetite notes, various forms (ie. ISO vs. their own, HO200, etc), and quoting procedure (online, or mail/email Acords, etc).

Any great ideas? Does anyone have an agency management system that has a "company file" or a way to organize this info?

CHUMPS FROM OXFORD · 11-02-2009, 04:58 PM

I have a file in my "Favroites" with all the companies I deal with. Nnot perfect, but the quoting software provides plenty of info as well.

arnguy · 11-02-2009, 08:28 PM

Originally Posted by CHUMPS FROM OXFORD

I have a file in my "Favroites" with all the companies I deal with. Nnot perfect, but the quoting software provides plenty of info as well.

Ed, you forgot to use Spellcheck----or maybe you used Webnanny instead. Go Phillies! It is do or die tonight.

souldeux · 11-02-2009, 09:20 PM

Apple - MobileMe - Your iPhone, Mac, and PC. In perfect sync.

If you need to stay synched across multiple platforms - even if they're PC platforms - MobileMe is a must.

CHUMPS FROM OXFORD · 11-03-2009, 09:00 AM

Arn...We needed that win. I was worried that Lidge would be needed.

Tough road ahead...Winning two in NY. Too bad Hamels doesn't have his act together. C'mon Pedro!