Replacing Day Planners With Tablets
courtesy of besttabletfor.me
Is it time to chuck the old-school pen and paper system in favor of a tech upgrade? Our forum members weighed in on the benefits of doing so. Our original poster noted that he saw advantages to the all-inclusive capabilities and size of the wireless tablet, including CRM and calendar apps to running quotes and doing applications from one device.
Members of the old guard noted that they had tried to switch multiple times, had used Microsoft Outlook, and had also attempted using software like Salesforce.com, but couldn’t find a system they liked better than the day planner. Other agents use the Google apps calendar, which can synch to a phone, tablet, and computer automatically, and send e-mail invites to assistants to help minimize scheduling snafus.
- Coverage for life ... provided you don't live past 100
- Pacific Life takeover of former Genworth Lynchburg life operation helps stabilize the term market
- When technology enables sleazy marketing practices
- For first time ever, more Americans covered by employment-based life insurance than by individual
- MDRT appoints Pittman as its 92nd President; New York Life continues to dominate U.S. membership
- Need for coverage on display in the stories of 2017 Life Lessons Scholarship award recipients
- LIAM updates: Podcast debunks 5 myths about life insurance; Guardian releases educational videos
- Less than half of employed Americans have workplace group life coverage