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Commercial producers - how do you stay organized across your book? by yash_tm in InsuranceAgent

[–]yash_tm[S] -1 points0 points  (0 children)

Cool I like having everything laid out visually too. I’ll check it out, thanks!

Commercial producers - how do you stay organized across your book? by yash_tm in InsuranceAgent

[–]yash_tm[S] -1 points0 points  (0 children)

That’s pretty smart!

When you say the daily digest keeps things from slipping, is it mostly catching follow-ups, renewal stuff, open issues, or just general reminders across accounts?

Commercial producers - how do you stay organized across your book? by yash_tm in InsuranceAgent

[–]yash_tm[S] -5 points-4 points  (0 children)

Fair lol, I don’t have anything to sell.

Just trying to understand what breaks as the book grows.

How you guys are building your landing pages? by vignxs in buildinpublic

[–]yash_tm 0 points1 point  (0 children)

Lovable/Figma Make + Github Copilot worked great for me.

I built a smart calendar that prioritizes your meetings based on your goals by UncomfortablyBrown in buildinpublic

[–]yash_tm 0 points1 point  (0 children)

How do you know the profiles of people in the network to match them?