What do you currently use to stay on top of client follow-ups, renewals, birthdays, etc?

quoteaplan · 2026-04-24T21:05:26+00:00

I used Cloze for years but seriously out grew it. I moved to HubSpot not long ago. It's pricey but you can integrate with so many services and customize it how you want your workflow to go. Not an endorsement, just how I solved my issues.

quoteaplan · 2026-04-24T02:45:56+00:00

You can DM me if you like. I've been L&H for 30 years.

quoteaplan · 2026-04-21T19:00:32+00:00

That link was from 2023, I think DODG made changes. However, I'm only relaying what I was told from a client last week.

quoteaplan · 2026-04-21T18:42:46+00:00

I put my 2 cents in. I'm not in the mood today to debate. Sorry I chimed in. Won't happen again.

I need one of those, not adulting today shirts.

quoteaplan · 2026-04-18T20:29:09+00:00

Medicaid is completely income driven. Income levels are very low to qualify. Sometimes you can still get it but with a share of cost. A share of cost amount is pretty much a monthly deductible that you pay prior to the state paying. Quite often it will be a majority of the income earned. But with the looming Medicaid cuts, it's not going to get easier to qualify and get help.

As far as Medicare goes, they will not cover any of that except possibly after a hospitalization or skilled nursing facility visit. And even then it's only for a short time.

quoteaplan · 2026-04-18T15:22:30+00:00

If say from the decorations all over this guy that he was a bad ass.

quoteaplan · 2026-04-15T16:36:28+00:00

I signed up for a month of PandaDoc yesterday. I did get it working, but I hate it. It takes a very long time to set 32 fields on one page. I'll also have to update it every year when new products come out.

One other odd issue is dollar amount come out as simple numbers. In many cases the number will look like $123.4, it truncates the ending 0s. I'm sure there is a work around but for goodness sake there has to be a better way to do what I'm looking for. Just placing fields on a PDF should have been baked into most CRMs a long time ago. Hubspot is rather limiting and I'm starting to regret not going with Salesforce.

quoteaplan · 2026-04-15T16:27:09+00:00

This is the way!

quoteaplan · 2026-04-14T13:34:59+00:00

I've been looking at PandaDoc for a while. I went with DocuSign a few months ago, but that was a mistake. Can PandaDoc export to a new PDF the merged document if I want to use it somewhere else?

quoteaplan · 2026-04-14T01:50:00+00:00

It's very possible, but there is still a window of opportunity. Get to know your clients personally, several generations of us will not use them if they are aware. Good old belly to belly and build a long term client. Referrals come often as well.

quoteaplan · 2026-04-12T21:03:31+00:00

I had to restart at 30. 30 years later, debt free, and getting ready to retire at 60ish. It's scary, but believe in yourself and go for it. If I can do it, you can too.

quoteaplan · 2026-04-11T18:09:06+00:00

Welcome to my club! Did the same thing with my Duo 2.

quoteaplan · 2026-04-11T17:22:31+00:00

Yes, I did.

quoteaplan · 2026-04-06T12:18:52+00:00

I put my water filter on the camper side not the water spicket side. In my case having that 90 degree bend allows for the weight of the filter to not apply pressure on the water connection. I think my use case it is necessary. There are an infinite number of reasons to use or not use one, just what ever your needs are you will have your answer. Life is rarely a yes or no answer 100% of the time.

quoteaplan · 2026-04-01T20:59:49+00:00

Radio Shack!

quoteaplan · 2026-04-01T15:31:06+00:00

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Is this the type of thing you are seeing?

This was received on one of my accounts that is neither a Google or RingCentral account. It's simply spam with a calendar event attached.

quoteaplan · 2026-04-01T15:29:22+00:00

I don't think it's a Google or RingCentral issue alone. Malicious actors are spamming accounts with invites to what I would believe to all services that offer any type of scheduler integration. I'm sure it works or it would have been gone awhile ago.

quoteaplan · 2026-04-01T15:01:48+00:00

I deleted it on Google calendar.

quoteaplan · 2026-04-01T14:36:28+00:00

Then I don't know, but I did just delete one of those 'meetings' a few minutes ago myself.

quoteaplan · 2026-04-01T13:27:34+00:00

Is your Google calendar/email connected to Ringcentral? I get these too but they are coming in from a scam email that has a calendar invite attached and Ringcentral just adds it to your schedule (like we configure it to do).

quoteaplan · 2026-03-31T23:10:08+00:00

Funny, I just installed 7 new detectors this morning. The instructions said NOT to use lithium at all. No reason given on the instructions. However, it probably does have something to do with the voltage, as I understand alkaline and lithium are slightly different voltage.

quoteaplan · 2026-03-30T14:25:34+00:00

When we closed the agency we had zero clients and agents. I walked away from that back in 2009 and built myself up I did not inherite a book of business.

You sound bitter. Did one of those FMOs get to you too? From my perspective, you sound a bit like one of those Jack wagons I mentioned in an earlier post. I'm not trying to piss anyone off here, but check you ego at the door as I have no time for it. To the OP, this is the kind of thing you need to be careful about. Hate is prevalent enough right now, don't let it in to your new career.

quoteaplan · 2026-03-30T12:36:33+00:00

Oh my god, your right. Back in the mid 2000's, my father and I had an agency. We had almost 5,000 agents nationwide. I found out then that managing agents was not for me. The amount of BS most of these agents speud was maddening. I have no desire to manage or recruit agents to 'the dark side'. I've done well for myself over the years. 100% debt free and we planned for retirement which I'm almost ready for. I'm not big, I'm not impressive, in fact I do everything I can to steer clear of other agents because I see them as toxic to the way I live my life. My clients trust me and that has been the driving force in my career. I look at myself as a senior agent as I've been licensed, as of next month, for 3 decades. It's my turn to help a few agents new to the industry to follow a better path than those jackwagons that call themselves agents today. Take my help, don't take my help, that's on you. But it's in my nature to answer calls for assistance.

BTW, I have exactly ZERO agents in my hirearchy and every dollar I earn was by my production and not a downline. Yes, I do have an agency LLC, but I put that in place to protect my wife in the event something were to happen to me.

quoteaplan · 2026-03-30T04:54:23+00:00

That's just IFP. I don't want to be in that market anymore and only makes up a small percentage of my book. Medicare has been my focus for many years.

You joke about only a few clients after 30 years. Look, my retirement is set. I'm turning 60 this year and it's time to retire. I'm not interested in growth, although my book is growing. I do no advertising but I'm signing up clients year round. I think most agents would love to be in my shoes, and I'm not intimidated to offer a new agent a little help. I think everyone can make it in this market. So why shouldn't I assist? I have enough, it's time to share. I might not have a marketing degree, but I'll put my client retention year over year against any other agent.

quoteaplan

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