Insurtech Process Management

By Rich Peterson
In 🤔 Advice
1 Min read
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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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About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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By Rich Peterson 7 months ago

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.