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Video tutorial for Your Insurance Office 5.0
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Review
Why pay hundreds of dollars more for the other programs when "Your Insurance Office" has it all.
Main features:
- Designed by L&H agents for L&H Agents.
- Powerful, Easy-to-Use, Affordable. Totally FREE Phone Support.
- Enter Personal Appointments and Tasks in the Calendar. (Syncs to PDA)
- Sync selected Client and Prospect data to a PDA.
- Date/Time stamp on new entries made in the Comment box.
- Change names of User Defined Fields (UDF).
- Sold Policies report in Bar Graph format.
- Annualized Premium Report.
-Easily send letters to groups of Clients and Prospects.
- can import the data from the program you are currently using to YIO. |
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