It should look clean and fresh, and be easy to enter new data that is not imported, easy to search client policy info when they call and easy to view commission activity. We have screen shots as a suggestion, but really don't care as much about the layout as the functionality. We have a partner that shared their setup with us and we would like to emulate their design.but changed slightly to meet our needs. This project (at least Phase 1) is centered around setting up our Tables, Records and Reports so that we can manage our insurance agency more efficiently. We hired someone to do this project previously, but it became clear that they were unable to deliver what we needed.however we did get a handful of working import scripts complete.

A big part of moving to this solution is the ability to import CSV or Excel commission sheets monthly from the insurance carrier into Filemaker. We would like to convert our Excel client tracking, commission tracking spreadsheets into a Filemaker solution.

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