I don't think I've seen this mentioned on the forum. How do you maintain and store your client files?
Do you use:
one of the big clouds, Google drive, onedrive, dropbox etc
A third party vendor management system
old fashion file cabinets?
Source of insurance-forums.net
Do you use:
one of the big clouds, Google drive, onedrive, dropbox etc
A third party vendor management system
old fashion file cabinets?
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