Generous Work
  • Home
  • Blog
  • Contact
  • 0
  • 0
press Enter to search Showing all results: No products found.

    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.


     

    Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.

    insurance
    Posted in 🤔 Advice.
    Share

    Search Blog

    About

    For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

    In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.

    Want a streamlined business?

    Subscribe to get our latest advice, courses and project updates in your inbox.

    PreviousCourse Creation VA
    NextBasecamp for Digital Media Remote Agency?

    Related Posts

    • June 19, 2018

      How do I develop a web-based notes system for chiropractors and other health professionals?

      Further question details How can I build a web based system for health care note taking for primarily chiropractors and other complimentary health care practitioners. Things we would need: – Secure separate log in systems for different databases (so different clinics can use this system without seeing the other person’s database) – When using the …

    • June 6, 2018

      Using Pipedrive to full capacity in our sales team

      ​Q: Can you set up automated reminders, call scheduling etc. i.e. the system generates and continues to generate reminders to the deal owner of action required? When we first set up Pipedrive I was manually watching deals across the group and then asking questions and prompting reminders and activities manually. Can we set this up to …

    • June 21, 2020

      Marketing Automation Expert

      Question: We need a Marketing Automation Expert to build a sales automation while deals are open. For our agency, we are looking for a marketing automation expert that can create automation based on our sales pipeline. The deals that are open, should get a sequence of emails to increase the closing rate of the sales …

    • September 24, 2018

      Scheduling Appointments

      To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. 📚 ContentsAdd Value (DIY)AutomateTips For Automating Your Scheduling Add Value (DIY) …

    • 🏠 Home
    • 📱Contact
    • © 2021 Website: design, hosting, theme.
    • Home
    • Blog
    • Contact
    • Wishlist 0