Must setup company as a contact?

[techinsurance]

I own an commercial lines insurance agency, and purchased ACT to track prospects (companies), and their associated insurance policies. (which renew and expire every year)  I understand that since I need to use annual events for the insurance policy expiration, my only choice is to enter data in a "Contact Screen".  Where do I put the info about each person at these companies that I need to deal with, such as the controller, sales manager, etc?  

[jnpurdy]

Hello techinsurance,

You ask an interesting question, and one that has crossed my screen before.  So how do you relate to scheduling items for a company separate from the members of the companies.

The way I do it is to create a profile called "! Useful Informatioin".  The " ! " is used for sorting purposes.  I would then create a reminder in the Useful Informaiton profile for the insurance renewal and then create as many profiles as necessary for all the contacts I have.  I am asusminjg that you have an understanding of using companies and divisions. 

I hope this helps, but let me know if I have confused you.

[gleo]

There will be a new feature in ACT! 11.1 when it is released soon that will greatly assist you. 

[techinsurance]

John,

Yes, I am a bit confused. What is a profile? Create a profile in the contact screen or company screen?  A profile is used to track the insurance renewal info?

Also, what is the new feature in ACT 11.1?  Dont keep us guessing!

Thank you

[gleo]

The advantage of participating in beta testing is that you get to see what the new features are but also you agree to non-disclosure of new features in doing so. Which is the case here.

[beyert1]

I am also a P&C Agent but, I am in Texas. I have modified ACT for my needs. I went from using a Agency Client Management system which sucked to ACT and it has worked out great. Let me know if you want to get in contact and I can help you with this matter.