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How to manage track & manage policies? Insurance Agency...

New Member
Posts: 1
Country: USA

How to manage track & manage policies? Insurance Agency...

Hello -

 

I run a small insurance agency...do primarily benefits...and am now looking to add P&C,

 

I'm thinking that I liked to keep a policy history on clients.  But in thinking this through...this thing isn't quite a relational database...though I like the product.

 

I would be similar I think in tracking Contracts by customers....where 1 customer could have multiple type contracts...and you'd want to create fields for the pertinent facts of each contract (start, end, $$,  deductible, #hrs, etc...)

 

I haven't looked at the "Products" functionality yet....but perhaps there's something there.

 

I welcome any advice.

 

Thanks.

 

John

Bronze Contributor
Posts: 930
Country: USA

Re: How to manage track & manage policies? Insurance Agency...

Well, ACT! is a relational database.  And, since ACT! wasn't written specifically for the Insurance industry, they wisely didn't add the ability to hold insurance policies - but, they added the ability to extend the database schema by adding tables to hold relational data, such as policies, that aren't in the out-of-the-box ACT!.  But, you need an add-on to define & design them.

 

There are at least 3 good Table add-ons that are written and sold by third-party developers and they're well worth the modest cost.

 

TopLine Designer (Even has a sample database for the Insurance vertical.)

TopLine Designer: http://www.toplineresults.com/products/toplinedesigner/samples.htm

 

The Durkin Toolkit

http://www.durkincomputing.com/

 

Table IT

http://www.crmaddon.us/index.php?act=viewProd&productId=23

 

 

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Copper Contributor
Posts: 108
Country: Canada

Re: How to manage track & manage policies? Insurance Agency...

I use topline - OK app
Has built in schema including insurance which are easily modified
Tom David Moxam