At WMI, a commercial insurance agency, it is Colin Baird’s job to turn contacts into customers and customers into lifetime clients. Losing track of details, failing to stay in touch or ignoring customer concerns are all recipes for potential disaster. And that’s something Colin simply cannot accept.

Keeping track of details without losing your mind.
Although he had heard about CardScan from friends, Colin hadn’t actually pursued the idea of buying one until he happened by a display at his local office supply store about five years ago. Then, suddenly, what seemed like an intriguing idea became a necessity. He bought a CardScan Executive that day and has been using it every day since (although he recently upgraded to the most current version). He says, "I originally thought it would be a help. Now I think it should be mandatory in every office of every business in the country. It is that good."

How to manage 3,500 close relationships. To get started, Colin scanned every single business card in his possession into a CardScan file. (Today he adds approximately 10

Next, Colin added new Categories to his files. He quickly determined that he needed categories based on the contact’s type of business (such as “marinas”) as well as some based on special interests (like “boaters” or “golfer”). He assigned as many categories to each contact as he thought helpful. Now he had a complete reference on how to contact everyone on his list, as well as the important details about both the person and the company. By simply using the one-step sorting feature, he is able to pull up lists of similar contacts as well as each individual contact. The next step was to make the information accessible no matter where he was or what electronic device he might be using (and Colin has a lot of electronic devices). To make certain every device he uses has the same information at all times, he relies on CardScan’s automatic synchronizing feature.

Colin has access to his contacts everywhere he goes.

So no matter where he is, or what device he is using, Colin has virtually instant access to all his 3,500 files – and the dozens of details in each one.

Number one, two or three for five years in a row.
By anyone’s measure, Colin is successful. Over the last five years, since he’s been using CardScan to help him organize, maintain and access important contact information, he’s been either the number one, two or three producer in his company every year. What’s more, his record is so admirable, colleagues and acquaintances are constantly asking for his advice managing their own business. And though he describes himself as "not a product guy at all," he never fails to credit CardScan with much of his success.

		The more you use CardScan, the more time you have for other things. One of the surprising things about how Colin Baird uses his CardScan is that it’s so simple. Literally right out of the box, CardScan is programmed to do everything exactly as Colin wants. The only thing that he has to add is his dedication to entering every single business card into his system. And as Colin says:

Which just goes to show, the more you use CardScan, the more time you have to do the really important things.

More about WMI
WMI is a commercial insurance agency that provides insurance protection for clients across a broad array of industry segments. Because they represent many difference insurance companies, they take pride in finding the right combination of coverage, deductible and price that matches each client’s needs. To learn more about their unique services, visit www.wmi.cc. Or, to contact Colin Baird directly, email him at colinb@wmi.cc.