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- Subject: Is there a BCM Template specific to tracking Insurance clientele?
- Author: Lee
- Date: 22 May 2010
- References:
Insurance Agent attempting to build a Business Contact Management contact
list specific to Insurance clientele, but dont want to recreate the wheel.
Anybody have anything that works?
list specific to Insurance clientele, but dont want to recreate the wheel.
Anybody have anything that works?
| 22 May 2010 | Is there a BCM Template specific to tracking Insurance clientele? | .Lee |
| 19 Aug 2010 |  Insurance Policy Tracking For Agents on Outlook | .Robert Lehrer |
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