Microsoft OneNote has become my favorite, go-to program for staying organized. It's free and it works across all of your devices, so you can use it almost anywhere.
I don't know how I - or my company - stayed organized before we used OneNote. You and can run a better insurance agency, or business of any kind, with this tool.
In this article, I'll show you the basics of how it works and give you a few tips that my team and I use every day.
My parents tell me that they remember placing phone calls by picking up the receiver, upon which an operator would say, “Number please”. They would then say the number - “245J” for example. There were “party lines” in those days, so often neighbors could listen in on the call. For much of my own life, you had to be mindful of long-distance phone charges. For example, our little insurance agency in Perrysburg used to have a $600 per month long-distance bill! (This was on top of our local phone service bill.) But that has all changed for the better.
IHT is a multi-state insurance agency with dozens of branches across the eastern and central United States.