I take calls from employees on my employer groups. Small group, so the office admin has them call me about coverage, claims, network, etc.
In my relatively new independent agent status just transitioning from paper files to CRM. My new CRM is Radius Bob.
I am interested in how those of you who keep electronic records organize the contacts with a group. Do you keep a separate record for each EE, or just the ER?
Each time I speak to an employee or admin at the employer, I would like to enter a call note in my CRM. I could a. make a record for each EE and link it to the master client r
In my relatively new independent agent status just transitioning from paper files to CRM. My new CRM is Radius Bob.
I am interested in how those of you who keep electronic records organize the contacts with a group. Do you keep a separate record for each EE, or just the ER?
Each time I speak to an employee or admin at the employer, I would like to enter a call note in my CRM. I could a. make a record for each EE and link it to the master client r
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