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Taginsurance

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...

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Using Podio as an insurance broker

By Rich Peterson
In 🌅 Now
1 Min read
U

What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one or two places for tasks...

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