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insurtech process systems

Insurtech Process Management

By Rich Peterson on May 11, 2020

Question: I am on the hunt for a business process guru. I started a small insurtech company 2 years ago and we have been doing well and growing along the way.
This year we added 2 more products and I’m starting to feel the pain of being a solopreneur while lacking some automation/processes so when we start to run on all cylinders I have a lot of systems in place to help me operate smoothly.
I need help with: Customer Service Response (general questions/leads), Pipeline Mgmt tools/processes, and Brand Organization (we have 2 brands and 4 products) and delegating to my VA.
We have been bootstrapping and trying to keep the costs of additional software low until we start ramping up revenues.


 

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