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  1. #1
    rublerv is offline Novice
    Windows XP Access 2007
    Join Date
    Mar 2010
    Posts
    1

    client database for insurance sales


    I just acquired MS Office 2007 and need would like to create a new database for my clients. Before doing that I was wondering if anyone out there has put together a client database for financial products (life insurance, long term care, annuities and disability insurance)?

  2. #2
    NTC is offline VIP
    Windows Vista Access 2007
    Join Date
    Nov 2009
    Posts
    2,392
    If it is a premade db you are looking for; google for Access Templates and you will find several sources including MS themselves.

    But in general what you seek is mainstream db; i.e. clients & products - the fact that the products happen to be financial products isn't particularly important to the db design.

Please reply to this thread with any new information or opinions.

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