Search found 2 matches

by hans
Fri May 04, 2012 8:42 am
Forum: Opinions
Topic: Certificate of Insurance Tracking - Access or Excel Database
Replies: 22
Views: 126333

Re: Certificate of Insurance Tracking - Access or Excel Data

Not quite sure if you can get one for free. You need to buy a database software from a company if you want a reliable one. It usually needs "customization" based on your specific requirements.
by hans
Fri May 04, 2012 8:36 am
Forum: Opinions
Topic: How do you ask for a referral?
Replies: 21
Views: 44958

Re: How do you ask for a referral?

I’ve actually found that clients are pretty willing to send their friends and colleagues to me, if they happen to know someone in need of insurance. The best practice is always just to do your service at all times. There's nothing wrong with asking politely .