Has anyone made or has a excel spreadsheet for keeping track of all your renewals from diff companies? Id love to have a tool where I could just plug in the renewal amount & it adds it all up....be great if it could have the clients name, company & amount, but the amount is the most important.
Anyone have anything like this or can build 1 for a small fee?
Thx
Source of insurance-forums.net
Anyone have anything like this or can build 1 for a small fee?
Thx
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