What is the best tracking system for you at work? Need to get organized….?
Written By: admin on December 12, 2009
2 Comments
I work for an Insurance agent. My job is to send out premiums (bills) to costumers and mortgage companies. Send costumers copy of policies. make changes to autos, quote homes and autos, and Office duties such as file, fax, phones. My boss forgets everything so when he questions me did you do……. last month I have to dig through a my stuff before I can give him an answer. What works for you
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Tags: boss, costumers, insurance, insurance agent, job, mortgage companies, office duties, premiums
I use Outlook for tasks and contacts, Evernote Web for notes/thoughts… and Excel for my personal stats. I also have a paper agenda I couldn’t live without.
HIRE AN ACCOUNTAN AND SECRETAREY duh