Community
Showing results for 
Search instead for 
Do you mean 
Reply

Must setup company as a contact?

Copper Contributor
Posts: 6
Country: United States

Must setup company as a contact?

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?  

Bronze Contributor
Posts: 1,393
Country: USA

Re: Must setup company as a contact?

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.

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
Bronze Elite Contributor
Posts: 2,545
Country: New_Zealand

Re: Must setup company as a contact?

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

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Copper Contributor
Posts: 6
Country: United States

Re: Must setup company as a contact?

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

Bronze Elite Contributor
Posts: 2,545
Country: New_Zealand

Re: Must setup company as a contact?

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.

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


New Member
Posts: 2
Country: United States

Re: Must setup company as a contact?

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.