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The client has made the following changes to the job.
Client prefers freelancers from:
You are still able to submit a proposal for this job.
The client prefers freelancers from
a different location.
I'm looking for a software or program that can help our staff do the following things:
- Input Prospect data to include name, Line of Business(LOB), renewal date(X-date), current carrier, POC, expiring premium, email/phone #
- Feature that will prompt agents to follow up at different times with customer & input results of follow up wether it's a phone call, email, visit, letter, etc.
- oraganize client by renewal date tab for each month January - December.
Any other data you feel would be helpful for htisproject I welcome the input or suggestions. This is to be used by multiple people in our office. Thanks
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