Title
Life Insurance prospects/client CRM Templet needed Windows/OSX
Post
I am desperately looking for a templet to manage my leads and clients. Basic perosnal info at first,then type of insurance, name of Insurer, health issues,some financial data. Also an area for notes and remembering to call back would be terrific.
Im a Financial Advisor specializing in LIFE INSURANCE and ANNUITY sales. ACT and Smart Office are overkill, and they both take too long to enter simple information when I create a new contact. Also the MSFT CRM templet doesnt compare to the Bento & FM Pro templets.
I spoke to a Microsoft Dynamic CRM specialist. Their templets dont compare to the quality of Filemaker Pro templets. I use PCs (Win7 ) primarily during the day and OSX at night.Please help.
Mike Siegel 
New Jersey 908-506-1001 mikesiegel@live.com
It is difficult to find industry specific templates. You might look at Starting Point and Business Productivity Kit.
http://www.foundationdbs.com/downloads.html
Filemaker Free - Listing of free resources -
http://www.filemakerfree.com/
Filemaker Wikipedia -
http://en.wikipedia.org/wiki/FileMaker
Filemaker - Version By Version -
http://www.tokerud.com/filemaker/
Lynda dot com has Filemaker Videos (portions are free)
http://www.lynda.com/FileMaker-training-tutorials/116-0.html
YouTube - Filemaker Videos
Soliant TV by SoliantConsultingTV
https://www.youtube.com/user/SoliantConsultingTV/videos
The UK FileMaker Channel by UKFileMaker
http://www.youtube.com/user/UKFileMaker/videos?sort=p&view=0
FileMaker, Inc. by filemakerinc
http://www.youtube.com/user/filemakerinc/videos?sort=p&view=0
FilemakerAcademy's channel by Filemaker Academy
https://www.youtube.com/user/filemakeracademy/videos?sort=p&view=0
Free unlocked templates are useful for examining design
Starting Point -
http://www.fmstartingpoint.com/
Donations -
http://filemakerdonations.com/
Recruiter -
http://rccrecruiter.com/alt-index.html/
Data4Life -
http://www.data4life.net/
RCC Blog -
http://filemakerbits.wordpress.com/
A free calendar is available and can be integrated into your database
http://www.seedcode.com/cp-app/prod/calendarfree10/
You can search specific Filemaker sites on this Custom Google Search
http://www.google.com/cse/home?cx=001044389222327874554:vi8it1bulm8/
Looking at FMP business database demos is useful - some are fully useable
The Excelisys Business Tracker V3.0 -
http://www.excelisys.com/exbiztracker3.php/
Filemaker released a FMP runtime database in 2007 for students called "Campus Productivity Kit" and is available online, notably at CNet
Google "Campus Productivity Kit"
WIN http://download.cnet.com/FileMaker-Campus-Productivity-Kit/3000-2124_4-10577579.html/
Mac http://download.cnet.com/FileMaker-Campus-Productivity-Kit/3000-2124_4-10577567.html/