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So here's the deal. I have a bookkeeping & tax business, and I am also fully licensed in Idaho (Life/Health and Property/Casualty) and I have an fully licensed agency in Idaho. I am really busy with the accounting portion of my business, but I currently have requests for quotes for commercial auto, business owners and commercial liability waiting to be quoted. But with my other workload, I just haven't had time to jump on anything. I don't want to lose them completely, but I just am pushing the limits on my time. So I am looking for someone that I can get to quote and write the policies, but I would like to still be compensated. I would service the accounts, because they would be bookkeeping and tax clients as well and I would be the "trusted adviser". Is there someone out there who can help me? With the bookkeeping business, I am constantly getting requests for commercial coverage for new and/or small businesses. But I don't have time to put all of the paperwork together and deal with back and forth to get it placed. I'd gladly give up the majority of the commission to keep my clients happy. And I really would like to run any commissions under my agency, if possible. So basically I make the initial contact, your company actually writes the policy doing all of the footwork on the back end and keep a sizable piece of the commission. And then I will be the contact for the client for any service needs. I'd love to hear any thoughts on the whole idea. A. Brian Cogan

Can anyone recommend a program that will track/assist in quoting? Meaning, enter basic information and the program will track the quote, from start to finish, "Unsubmitted (Pending additional Info), "Submitted", "Quote Received", "Proposal Sent". With the information entered, it will prepare a proposal and e-mail to your customer, it will also remind you of various "to do's" like, "Your quote has been out for 2 days, call client and see if they want to bind" Quote bound, get binder". </br> </br>I used one years ago with an Independent Agency I worked for, I just can't remember the name of it.

...Administration has cited Piping Technology and Products Inc. in Houston for fo...