Using Podio as an insurance broker


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

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


For the past 10 years, weโ€™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. Weโ€™re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of itโ€™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. Weโ€™re also fans of automating any process that doesnโ€™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.