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
Paint two pictures. The business x10 with your current systems and the business x10 with different systems choices. There are some insightful tools that a systems adviser uses to help you see your business from different angles and perspectives. Using these tools, they can give you a snapshot of how your whole boat sails today …
From the book, 24 Assets by Daniel Priestley Broadly speaking, people want to buy companies that have a good mixture of assets in seven categories: đź“š ContentsIntellectual propertyBrand assetsMarket assetsProduct assetsSystems assetsCulture assetsFunding assets Intellectual property The business lays claim to, or is known for, valuable ideas, methods or defensible intellectual property rights. Brand assets …
July was a great month across our core businesses and side projects. Let’s dive into what we’ve been doing… đź“š ContentsGenerous WorkSystem & ProcessSoftware RecommendationsSide ProjectsLessons I’ve LearntNext Month Generous Work Built several websites for clients on WordPress, Squarespace, Carrd and Weebly (dependant on their business needs and desire to update themselves) Built NPS-style surveys …
Having beautiful online order forms ensures that you’re not losing customers at the most important part of your sales process. We offer the following order forms (customised to suit your needs): Online product order form Cake order form Newspaper subscription order form Online donation form Online giving form Pledge drive form T-shirt order form Avon …
Using Podio as an insurance broker
What I’ve learned from working on automating some tasks for an insurance broker:
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Having beautiful online order forms ensures that you’re not losing customers at the most important part of your sales process. We offer the following order forms (customised to suit your needs): Online product order form Cake order form Newspaper subscription order form Online donation form Online giving form Pledge drive form T-shirt order form Avon …