Yourinsuranceoffice.com is It Worth It?

jacobtn · 07-07-2009, 12:05 AM

We have been running Palm desktop with customized fields for data entry of newly issued clients. Just curious if anyone out there used this program that is offered by one of the guys who frequent this board. Seems a little high ($285 for software code for 2 PCs), but does have some interesting capabilities.

Feedback?

Augustus · 07-07-2009, 12:11 AM

ABSOLUTELY!! You're not gonna find anyone better than Frank and YIO. Pure professionalism which is hard to find today.

al3 · 07-07-2009, 03:08 AM

It is only "worth it" if it "works" for YOU. It makes little difference what others say. You could have two top of the table agents... one who loves it and one who hates it... so what does that tell you?

Try their demo and see if it does what you want and is worth what it cost.

You should also try all the others... as well as some of the CRMs out there. (I use SugarCRM which works well for my small agency. It's free but it will cost you some time in learning how to install and use it.)

The first decision to make is: "Do I want a desktop solution or a web-based solution?"

No wrong answer. I happen to travel a lot so having a web-solution works well for me. I an use my data from my iPhone anywhere in the world that I can get wi-fi or a cell signal.

Lots of folks here love YIO. Some don't. Makes no difference. It all comes down to what you think.

Al
InsuranceSolutions123 Agency: Honesty and Integrity

Newby · 07-07-2009, 07:34 AM

Originally Posted by jacobtn

We have been running Palm desktop with customized fields for data entry of newly issued clients. Just curious if anyone out there used this program that is offered by one of the guys who frequent this board. Seems a little high ($285 for software code for 2 PCs), but does have some interesting capabilities.

Feedback?

YIO is well worth $285. It's turnkey for what it does which is track and organize ALL your prospects and activities.

IF you are using Palm desktop I assume you are using Palm OS PDAs. In that event you MAY want to consider ACT which is a huge step up from Palm Desktop BUT would take MUCH more customizing than YIO.

I believe YIO will synch with Outlook which could then be synched with your Palm PDA.

briko3 · 07-07-2009, 09:08 AM

Personally, I've been using OneNote and google calendars. It's been all I've needed. Again, your results may vary.

GreenSky · 07-07-2009, 09:16 AM

YIO has simplified my business life. I can export all my clients and prospects to Outlook and take my entire business with me as I travel.

The one-time cost of under $300 is well worth it. This is completeliy turn key with virtually no learning curve. Frank has added all the bells and whistles you might need.

I have a copy of YIO on both my desktop and laptop. I can then transfer the data and take it on the road. However I find this a waste of time since data is always with me on my PDA.

Rick

MedSuppPro · 07-07-2009, 09:29 AM

Originally Posted by jacobtn

Feedback?

I've used a contact manager since the days of DOS (late 80's). It has been the best "tool" for my agencies. We moved to ACT! with the advent of windows 95 and never regretted it.

ACT! is the #1 selling contact manager used by millions worldwide. Tons of support and upgrades. ACT! synchronizes with Palm / Pocket PC OS's. It does take a little manipulation to make it work for the indy Medi agent. There are tons of third party add ons. You can search by zip code and can find techs support that can come out to your place (though they are not FREE).

We can log phone call notes with each client record. We can do mass mailings of leads, apps, and letters. For suspects whom we have had prior contact, we can track their current plan and target their renewal. We can attach voice recordings (SCOPE) and scan apps (PDF) and attach them to each client file. ACT! also comes with an easy to use backup feature and password protection (HIPPA compliance).

Every detail about my client is right in front of me when they call. Every call, meeting notes, e-mail, second address (snow bird), emergency contact, doctor's name and address, Medicare numbers and dates, and policy history is right there. So I can see exactly where I'm at with my client and take action to keep them a client for life.

Honestly, the best contact manager is the one that is in place. I know way too many agents that lack this "tool" and they have no clue that they are missing commissions and missing sales opportunities.

Markingriffin · 07-07-2009, 09:39 AM

Frank is the man! I love his software. I also learned that if you read the help booklet that you can't come up with a question it don't answer.

Invest in anything that is going to help you manage your business or make life easier on yourself.

I'm always spending money on software. If it will help you make more money or help you in your business, then buy it.
Time is money. His program saves me a lot of time and is simple to use. Okay, I did read the help booklet. Another cool thing, is that you can call and bug Frank anytime and he does not get mad.