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... , make sure that the information is entered in a consistent manner . Prepare a manual or procedures memo that outlines how the information will be entered - such as what must be typed in uppercase and in lowercase. Are you going to use area codes in recording the telephone numbers? Will you use first names or just initials in the salutation? Once the list is set up, it must be kept updated and clean. Client lists can and should be maintained on a daily basis. If clients notify the agency of a change ... , you may create a lot of extra work reentering information. Monica Woldring can be reached at WIN Marketing, 8115 — 116A Street, Delta, BC V4C 5Y6, Canada; (604) 590-1251 (direct line); Fax: (604) 590-1451; Pager: (604) 686-7326; E-Mail: [email protected] Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to join? Need insurance for you, your business or your family? Get quality appointments ... Commercial Lines, and some maintain lists of canceled policies to follow-up for possible future sales. It's your responsibility to decide how many lists they want to keep and what each list will accomplish. The first step in maintaining any list is to set up a format to store the information. If you have a integrated agency management system, the program might predetermine the basic format. Check with the system vendor to determine if any changes can be made. Otherwise, you need to set up your own format. Before selecting the format ...

... use area codes in recording the telephone numbers? Will you use first names o...ems will allow you to modify the field and retain the information while others...