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#1
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Looking for an Access Template
Our insurance/financial advisor agency currently uses ACT 6.0 as our CRM to
keep track of our customers, marketing to new customers, and reports for how many customers cancelled, etc. A database engineer suggested that I look on the Microsoft website to see if there is a template already written for insurance agents/financial advisors in Microsoft Access. ACT 6.0 is not robust enough for reporting and I am finding too many limitations with it. |
#2
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Ok. Did you look? There is a "templates" section on the microsoft website.
-- Rick B "Tami" wrote in message ... Our insurance/financial advisor agency currently uses ACT 6.0 as our CRM to keep track of our customers, marketing to new customers, and reports for how many customers cancelled, etc. A database engineer suggested that I look on the Microsoft website to see if there is a template already written for insurance agents/financial advisors in Microsoft Access. ACT 6.0 is not robust enough for reporting and I am finding too many limitations with it. |
#3
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Tami,
You might take a look at this template from Microsoft. I'm sure you would need to modify it some to suite your needs. http://office.microsoft.com/en-us/te...CT011366681033 -- Lynn Trapp MS Access MVP www.ltcomputerdesigns.com Access Security: www.ltcomputerdesigns.com/Security.htm Jeff Conrad's Access Junkie List: http://home.bendbroadband.com/conrad...essjunkie.html "Tami" wrote in message ... Our insurance/financial advisor agency currently uses ACT 6.0 as our CRM to keep track of our customers, marketing to new customers, and reports for how many customers cancelled, etc. A database engineer suggested that I look on the Microsoft website to see if there is a template already written for insurance agents/financial advisors in Microsoft Access. ACT 6.0 is not robust enough for reporting and I am finding too many limitations with it. |
#4
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Thank you for the link. I was searching for "insurance". Is there a
place/company/website to go to buy MS access templates for particular industries, like insurance agents? "Lynn Trapp" wrote: Tami, You might take a look at this template from Microsoft. I'm sure you would need to modify it some to suite your needs. http://office.microsoft.com/en-us/te...CT011366681033 -- Lynn Trapp MS Access MVP www.ltcomputerdesigns.com Access Security: www.ltcomputerdesigns.com/Security.htm Jeff Conrad's Access Junkie List: http://home.bendbroadband.com/conrad...essjunkie.html "Tami" wrote in message ... Our insurance/financial advisor agency currently uses ACT 6.0 as our CRM to keep track of our customers, marketing to new customers, and reports for how many customers cancelled, etc. A database engineer suggested that I look on the Microsoft website to see if there is a template already written for insurance agents/financial advisors in Microsoft Access. ACT 6.0 is not robust enough for reporting and I am finding too many limitations with it. |
#5
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I doubt you would find a template that would be that suitable, without a
fair bit of development work required, and that should be done by a professional if it not to take over your real job. Not sure if in USA (assuming that's where you are based) the financial regulations are more extensive than the UK, if they are they may be some similarity between companies.We have developed applications for the small to medium sized companies for the Insurance industry in the UK, and have found that the requirements of each company is quite different from another. If by Agent you mean Broker we have about a dozen different clients in this area and each application is significantly different. Once you get past the basic Business Contacts (CRM) parts the differences flood in so I would expect that any template that anyone may have would still require a fair bit of development to suit your company. It would be worth checking what similar companies are using in your business area, obviously a direct compeditor would be unlikley to help. If you have any trade conventions or some other networking meetings try to glean from others what they are using. Depending upon their arrangement with their developer they may be able to sell you a copy of their system or you could share the cost of development. -- Slainte Craig Alexander Morrison "Tami" wrote in message ... Thank you for the link. I was searching for "insurance". Is there a place/company/website to go to buy MS access templates for particular industries, like insurance agents? "Lynn Trapp" wrote: Tami, You might take a look at this template from Microsoft. I'm sure you would need to modify it some to suite your needs. http://office.microsoft.com/en-us/te...CT011366681033 -- Lynn Trapp MS Access MVP www.ltcomputerdesigns.com Access Security: www.ltcomputerdesigns.com/Security.htm Jeff Conrad's Access Junkie List: http://home.bendbroadband.com/conrad...essjunkie.html "Tami" wrote in message ... Our insurance/financial advisor agency currently uses ACT 6.0 as our CRM to keep track of our customers, marketing to new customers, and reports for how many customers cancelled, etc. A database engineer suggested that I look on the Microsoft website to see if there is a template already written for insurance agents/financial advisors in Microsoft Access. ACT 6.0 is not robust enough for reporting and I am finding too many limitations with it. |
#6
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Tami,
I don't know of any "insurance industry" specific templates that are available for Access databases. If you do a Google search on "CRM for Insurance in Microsoft Access", you will get a significant number of hits that you can look through for a solution. Unless you are willing to do as Craig suggested and hire a professional developer to create one for you from scratch, you would probably wise to take the one I pointed you to and modify it to suit your needs. Again, as Craig suggested, that might take the services of a professional developer to get it right. You need to weigh the cost, in time and labor, involved in doing it yourself against the cost of hiring someone to do it for you. -- Lynn Trapp MS Access MVP www.ltcomputerdesigns.com Access Security: www.ltcomputerdesigns.com/Security.htm Jeff Conrad's Access Junkie List: http://home.bendbroadband.com/conrad...essjunkie.html "Tami" wrote in message ... Thank you for the link. I was searching for "insurance". Is there a place/company/website to go to buy MS access templates for particular industries, like insurance agents? "Lynn Trapp" wrote: Tami, You might take a look at this template from Microsoft. I'm sure you would need to modify it some to suite your needs. http://office.microsoft.com/en-us/te...CT011366681033 -- Lynn Trapp MS Access MVP www.ltcomputerdesigns.com Access Security: www.ltcomputerdesigns.com/Security.htm Jeff Conrad's Access Junkie List: http://home.bendbroadband.com/conrad...essjunkie.html "Tami" wrote in message ... Our insurance/financial advisor agency currently uses ACT 6.0 as our CRM to keep track of our customers, marketing to new customers, and reports for how many customers cancelled, etc. A database engineer suggested that I look on the Microsoft website to see if there is a template already written for insurance agents/financial advisors in Microsoft Access. ACT 6.0 is not robust enough for reporting and I am finding too many limitations with it. |
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