Excel spreadsheets for marketing

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PostPosted: Wed Feb 07, 2018 3:47 pm   Post subject: Excel spreadsheets for marketing  

I would like to know who uses excel speadsheets to send to companies with all their submissions. My agency insists all carriers are requiring these along with Acord apps. I have never, in all my years in this industry, heard of this practice. The Acords should be sufficient for schedules and all pertinent information. Is there something I am unaware of that carriers are now requiring this?


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