How I organize my clients in my CRM.

These are a list of statuses that I have set up in my CRM. Basically I have a folder for each of these statuses and when I move a client to a particular status the email auto responders start for these clients.

6 month client review Advises client to call us for 6 month check-up

Application pending Application completion reminder.

Customer service Already approved. Just to advise client that Customer Service is working on their issue...

Delinquent payment Asks client to contact us regarding a policy update.

Lab work/Paramed Advises client a Paramed will contact them regarding required lab work to qualify for insurance.

Medical records request Advises client their medical records have been requested for review by the insurance company.

Missed phone appointment Client did not keep a phone appointment. We request they contact us for a new appointment.

New client check-up Asks client how things are going for them (every few months).

Non-valid leads Advises prospect we tried contacting them by phone, and request correct information

Not interested resolicitation 10-month 'reconsider us' notification for those who are not interested.

Prospect appointment Reminds prospect of upcomng phone or personal appointment.

Prospect introduction Introduces the agent and available products for prospective clients.

Quotes viewed Acknowledgement of client online review of Norvax insurance plan quotes.

Renewal 10-month policy review notice to client.

Thanks for your business (post-sale) Same or next day e-mail thanking client for their new business.

UW customer service Prospect is in underwriting, but has service issues. Notifies them their problem is being worked on.

UW decision (CIRD) Advises client that the Underwriting Department has made a decision. (One of the following: Counteroffer, Incomplete, Issued, Rate Increase or Declined. Note: The decision not communicated in this notice.)

UW decision (CIRD) phone appointment Post-CIRD phone appointment.

UW going well Advises everything is going well in underwriting: No requirements for this client, but no decision as yet.

UW interview - Aetna No decision as yet. Client needs to call for UW phone interview.

UW interview - American Community No decision as yet. Client needs to call for UW phone interview.

UW interview - Assurant No decision as yet. Client needs to call for UW phone interview.

UW interview - Humana No decision as yet. Client needs to call for UW phone interview.

UW interview - UHC No decision as yet. Client needs to call for UW phone interview.