I had a hard time deciding which forum to put this in...I have Seniors, ACA, Life and Disability all in one scary file cabinet.
Office has a collection of files for prospects who did not have a SEP available when they came in for appointments. Or they came in for quotes and we never heard back from them. We also had an assistant for our older agent last year who had an interesting (for lack of a better word) way of filing items.:twitchy:
Long & short of it: I now have a pile of folders that were never followed up on (other agent has no clue who most of these people are or why they were
Source of insurance-forums.net
Office has a collection of files for prospects who did not have a SEP available when they came in for appointments. Or they came in for quotes and we never heard back from them. We also had an assistant for our older agent last year who had an interesting (for lack of a better word) way of filing items.:twitchy:
Long & short of it: I now have a pile of folders that were never followed up on (other agent has no clue who most of these people are or why they were
Comments
Post a Comment