Download the Customer Spreadsheet Template

Client-Spreadsheet-Template

Are you ready to digitize your book of business?

The first step is to gather your customer information and put it in a spreadsheet. Once you have all of your client info in this spreadsheet, it can be easily imported to a Customer Relationship Management (CRM) system later on.

This template was created with a future CRM in mind, but if you have a smaller book of business and can't justify the cost of a CRM, this spreadsheet will help for now.

In order to complete this customer spreadsheet template, you first need to fill out the form to the right. From there, you need to make a copy of the file, which will allow you to actually edit the template with your client's information.

To do so, click File > Make a copy. Type in the file's name and choose where to save it. 

In order to a download a copy of this file, click File > Download as. Choose a file type, such as Excel, and the spreadsheet with download onto your computer.

The Client Spreadsheet Template includes:

  • First, middle and last name of your client
  • Date of birth
  • Gender
  • Address
  • Phone #
  • Email (important if you want to import to a CRM later and do any email communications)
  • Medicare ID
  • Part A and B Effective Dates
  • Spouse Name
  • Notes about your client (ex: They love the Cardinals! or Their spouse just passed away – be gentle about this subject.) 

It's really easy to digitize your book of business – just take this first baby step, and you'll be ready to import to a CRM in no time!

Not sure what a CRM is?

Check out Why you should choose (and use) a CRM. This will explain what exactly a CRM is, what it can do for life & health agents, and some potential CRMs to take a look at when you're ready.