Hi Jonathan, Many years ago I built a solution that helped independent insurance agents track and reconcile commissions. This was based in FileMaker 5 or 6 (can't quite remember now). If you would like to see something that outdated contact me and I'll send you a copy.
Best regards, Thomas On Fri, Jan 21, 2011 at 4:02 PM, Jonathan Fletcher <[email protected]> wrote: Fine FileMaker Friends, I have a need for a solution that is basically a CRM, but also has features to support an independent insurance agent business. It needs to track policies and insurance providers and enable reconciliation of monthly or lump-sum commission schemes. Does anyone have such a solution or know of such a solution that already exists? I'd like to start out with something that is almost there and tweak it for the client. Otherwise I'll use one of the more generic CRMs that we have available to us and add the other features on. I'm really busy right now and would like to get this for them with the least expenditure of time on my part. TIA! j. -- Jonathan Fletcher FileMaker 9 & 10 Certified Developer Fletcher Data Consulting [email protected] http://www.fletcherdata.com 502-509-7137 Kentuckiana's FileMaker Users Group Next meeting: February 17, 12:00 pm to 3:00-ish Special Location! Info & RSVP: http://fmpug.com/scheduleMeetings.php Listserv signup: http://fmpug.com/mailman/listinfo/louisville_fmpug.com Blog: http://www.kyfmp.com -- [email protected] CG Software LLC FileMaker 9, 10, 11 Certified Developer http://www.mokwa.com http://www.cginvoicer.com http://www.computeradminpro.com Phone: 412-831-1219 Fax: 866-819-0920
