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 to be delegated should be the maximum
Setting up various workspaces in Podio ensures that your brokerage is able to use permission settings to limit who sees what information
Using automated workflows ensures that once a new piece of information arrives (like an online claim form, insurance application form etc), you’ll have the correct staff member get tasks auto-delegated to them
Having mobile access is key to running an insurance broker CRM system so sales staff can make notes, track time and update client records on the road
Further details of question You are looking for someone to develop a website/web app that will have the following features: 1. Closed membership access platform consisting of members and service providers. 2. Members to be able to view services providers when accessing the backend/locked content and view their offered services/profiles 3. The ability for the …
Doing some research for a client and am looking into life coach WordPress themes that will suit their coaching business. Some of the best ones are: ABC Personal Trainer Theme (details + demo) – top choice for clean design & smooth scrolling WP Coach Theme (details + demo) – more boxy design but clean, minimal …
Plenty of software programs allow you to create project templates or manually create checklists from tasks that you need to do. What you’re looking for is reusable checklist software that can be used over and over to rerun checklists & processes. We’d recommend that you look into: Process Street – an excellent free reusable checklist …
You might be absolutely convinced that you’re not a systems thinker. That you’re not the systems guy. That you’re more of a free-thinking entrepreneur who leaves systems thinking up to the geekier members of the team. You write notes on paper, you’re swamped with emails and your work gets done, not perfectly but at least …
Using Podio as an insurance broker
What I’ve learned from working on automating some tasks for an insurance broker:
Related Posts
How do I create a closed, private service provider, member portal?
Further details of question You are looking for someone to develop a website/web app that will have the following features: 1. Closed membership access platform consisting of members and service providers. 2. Members to be able to view services providers when accessing the backend/locked content and view their offered services/profiles 3. The ability for the …
Best Life Coach WordPress Themes
Doing some research for a client and am looking into life coach WordPress themes that will suit their coaching business. Some of the best ones are: ABC Personal Trainer Theme (details + demo) – top choice for clean design & smooth scrolling WP Coach Theme (details + demo) – more boxy design but clean, minimal …
What is the best reusable checklist software?
Plenty of software programs allow you to create project templates or manually create checklists from tasks that you need to do. What you’re looking for is reusable checklist software that can be used over and over to rerun checklists & processes. We’d recommend that you look into: Process Street – an excellent free reusable checklist …
But I don’t think like that!
You might be absolutely convinced that you’re not a systems thinker. That you’re not the systems guy. That you’re more of a free-thinking entrepreneur who leaves systems thinking up to the geekier members of the team. You write notes on paper, you’re swamped with emails and your work gets done, not perfectly but at least …