02-05-2011 07:09 PM
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.
02-09-2011 05:46 AM
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.)
The Durkin Toolkit