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Generations Design

See what other agents, managers
and trainers are saying about StrategicAgentFiles
Client Database
• Contact Management • Relational Database •
• Client Details • Address • Phone Numbers • Emails • Much More •
• Policy Details • Medical Insurance • Life Insurance •
• Long Term & Short Term Care • Income & Assets •
Take your organization skills to the next level!

Custom design using Filemaker Pro. We create FMP Database Files and also Stand Alone Runtime Applications for your specific needs.
Mac and Windows.

"Strategic Agent Files Client Databse is exactly the software program I have been searching for to help not only organize files but track clients, policies sold, and get back in touch with clients to review their portfolio. It has all the features of a very high priced software at very affordable prices and its just about the only thing that is customized to my business. Must have for all insurance agents!! "
Marion, Cleveland, Ohio

"I have been in business for over 15 years and thought I was organized. All of the information is in one place! "
John, Atlanta, Georgia

"Until now all of my client information has been in a file cabinet, or in my contact list email account. Now everything is available within seconds with the amazing search capabilities of Strategic Agent Files Client DB"
Trevor, Metairie, Louisiana

"All of my clients were kept in a spreadsheet before now. It was so easy to import them in to Strategic Agent Files Client Database. "
Miranda, Avondale, Arizona

Affordable Design!

Your own
Domain Name!

Your business cards are not complete without your own web-address!

Call with questions or to order: 440-915-5570

Some functions require internet access. Help for importing data available at additional cost.

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