CRM database creation for insurance agency

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
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
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