CRM database creation for insurance agency

gorankoleznikgorankoleznik subscriber Posts: 2
I have set up the CRM software that will help me to track client and to sell lot more.
But as im creating the database i need some help with creating key fields or key information that i will have to know for successful selling. I know that i have to know a lot more than just name adress, and product that my client bougt.
Any help will be good. Tnx


  • Mslondon247Mslondon247 subscriber Posts: 0
    You should have a field for couples. If you have a young couple you may wantn to place an area that indicates this so you kow what products to offer s they expand their family. A birthday field is a great customer service tool that way you can send birthday and holiday cards to your clientes. Lastly, I think you should add a profession field. Learn and keep track of where your clients work that way you hace a reference when you go into business to offer products to their employees AND offer group rate to that customer.
  • MeghanPayPantherMeghanPayPanther subscriber Posts: 0
    Actually, PayPanther, has great free CRM software, in addition they do project management, invoicing, inventory management, time-tracking, payment processing, and you can access it all online from anywhere in the world.
    Did I mention it's completely free?
    Check it out:
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