Are you ready to put your book of business into a CRM?
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.
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 which CRM is the best?
Check out Best CRM Software for Insurance Agents In the Senior Market. This will explain what exactly a CRM is, what it can do for life & health agents, and the best CRMs to take a look at when you're ready.
And if you're not sure why you need a CRM, check out Why Medicare Agents Need a CRM System.
