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January 2011, Week 3

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Date:
Fri, 21 Jan 2011 16:02:06 -0500
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FileMaker Pro Discussions <[log in to unmask]>
Subject:
[XPOST] Independent Insurance Agent software
From:
Jonathan Fletcher <[log in to unmask]>
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FileMaker Pro Discussions <[log in to unmask]>
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To: Experts List <[log in to unmask]>, FileMaker Talk <[log in to unmask]>, "RealTech by FMPug.com" <[log in to unmask]>
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Fine FileMaker Friends,

I have a need for a solution that is basically a CRM, but also has features to support an independent insurance agent business. It needs to track policies and insurance providers and enable reconciliation of monthly or lump-sum commission schemes. Does anyone have such a solution or know of such a solution that already exists? 

I'd like to start out with something that is almost there and tweak it for the client. Otherwise I'll use one of the more generic CRMs that we have available to us and add the other features on. I'm really busy right now and would like to get this for them with the least expenditure of time on my part.

TIA!

j.


--
Jonathan Fletcher
FileMaker 9 & 10 Certified Developer

Fletcher Data Consulting
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http://www.fletcherdata.com
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