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.
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
Further Details: I’m interested in getting some help picking the best business management software for my business. We currently have a system in place, but it’s not filling the role as well as we had hoped. We do school portraits (along with some other types of photography) and currently work with around 50 schools in …
Further details of question: I’m looking to outsource my admin by hiring a virtual assistant via Upwork. What types of software should I use so they can do the following tasks: Manage calendar Create, submit and follow up on invoices Transcribe meeting notes Monitor emails for follow up Help to source contractors as requires- for …
There are a few options for installing a notification bar on the top of your site: WP Notifications Bar WPFront Notification Bar HashBar Sitewide Notice WP HelloBar
Further details of question: We would like to put our current finance application form online and built as we are current zoho one clients and have access to the whole suite of zoho to including Zoho Crm  however the zoho creator solution for portals can be very expensive for us due to the way they charge …
Insurtech Process Management
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.
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
Related Posts
Business Management Software for Photography Business
Further Details: I’m interested in getting some help picking the best business management software for my business. We currently have a system in place, but it’s not filling the role as well as we had hoped. We do school portraits (along with some other types of photography) and currently work with around 50 schools in …
What software should I use for outsourcing my admin work?
Further details of question: I’m looking to outsource my admin by hiring a virtual assistant via Upwork. What types of software should I use so they can do the following tasks: Manage calendar Create, submit and follow up on invoices Transcribe meeting notes Monitor emails for follow up Help to source contractors as requires- for …
I’d like to install a WordPress notification bar at the top of my site
There are a few options for installing a notification bar on the top of your site: WP Notifications Bar WPFront Notification Bar HashBar Sitewide Notice WP HelloBar
I want to develop an Intelligent application form and portal
Further details of question: We would like to put our current finance application form online and built as we are current zoho one clients and have access to the whole suite of zoho to including Zoho Crm  however the zoho creator solution for portals can be very expensive for us due to the way they charge …