Thanks for dropping by............

Hi Insurance Agents,

Welcome to my Blog. I'm excited to be offering tips and ideas that have helped me through the years selling insurance. Here you will find articles, strategies and recommendations on increasing your productivity in the insurance industry.



In the eight years I have worked in the Insurance industry, I have been fortunate to work with many top producers that have shared successful ideas from which I have been able to form some practical strategies.



The tips that I will offer here will keep you increasing productivity and income.



Please check back weekly, as I will be adding articles and tips to increase your bottom line.

Cheers,

Ethan Selph

Thursday, May 6, 2010

Insurance Leads and Bookkeeping

I just had a client call and ask why they were double billed. I opened up my Quickbooks file that shows all of my clients and the payments that have been made to the insurance company and was able to resolve the issue right there. I didn't even have to call the insurance company! I cannot tell you how beneficial having all of your accounts in Quickbooks is.

You can use Quickbooks as well to let you know which lead sources are most profitable. Usually we can import your statements from the insurance companies right into Quickbooks.
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