What is the best tracking system for you at work? Need to get organized....?

What is the best tracking system for you at work? Need to get organized....?

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 asks 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

Michle

I use Outlook for tasks and contacts, Evernote Web for notes/ideas... and Excel for my personal stats. I also have a paper agenda I couldn't live without.Source(s):An overworked mom!

Jadarrien

HIRE AN ACCOUNTAN AND SECRETAREY duh

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I would like to know about the insurance business in VT & up state NY. How profitable it is.?
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Access General Insurance (866-747-6931) policy numbers start with ACA. Report Abuse* You must be logged into Answers to add comments. Sign in or Register.Other Answers (1)Casey YMember since:May 12, 2010Total points:37,035 (Level 7)Add ContactBlockI'm guessing you had...

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