In 1981 as a Regional Manager for AFLAC with as many as 10 District Managers and over 200 associates and over 1000 businesses offering payroll deduction benefits to their employees, I started development of  a computerized management system for use in my area. AFLAC purchased this system in 1985 for use in their state offices nationwide. I trained two states and AFLAC Home Office Support Staff and they have continued development using PC based marketing and now use laptops to enroll and submit applications in the field.. My original package is still in use in part and has been updated to suit the needs of other sales areas. Some of the modules included Agent Management (sales, quotas, contest standings, etc), policyholder Management (information only with provisions to solicit new sales), Claims Tracking (information used for new sales & referrals), Group Management (information including scheduling for reworks & new products), Prospective Clients (lists of businesses with contact data, etc), and others. These modules were integrated so that sales associates and managers were given weekly lists of groups and policyholders that needed to be reworked with claims records (over $8 million in my region at that time on cancer policies alone) and lists of other businesses as sales aids. Complete status and reporting systems allowed managers weekly updates on sales, quotas, contest standings, etc for themselves and their associates.

In 1988 and 1990 these Agencies purchased parts of the AFLAC system and we added modules for tracking policyholder payments to allow several hundred agents and managers to receive new sales and renewal commissions on policies sold. These are still being used as of 4/1/2003 and have been updated as needed for newer operating systems and computers. Click here for samples.