Is there a BCM Template specific to tracking Insurance clientele?

Discussion in 'Outlook BCM' started by Lee, May 22, 2010.

  1. Lee

    Lee Guest

    Insurance Agent attempting to build a Business Contact Management contact
    list specific to Insurance clientele, but dont want to recreate the wheel.
    Anybody have anything that works?
     
    Lee, May 22, 2010
    #1
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  2. Did you ever find an insurance template for an agent or agency to use on Outlook? Please tell me what your solution was.

    Thanks.
     
    Robert Lehrer, Aug 19, 2010
    #2
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