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 question details We are a growing accounting firm that is focused on providing our clients with the best bookkeeping and tax experience possible, we are paperless, tech-savvy and we think outside the box. We operate with a start-up mentality where we constantly adapt to our clients and move very quickly. We’d love to automate …
It was a joy working with such a professional, organised events company. Every process was mapped out with specific deliverables, notes, requirements and dependancies (geeky, I know). What did they need from us? A little automation using project management software. Using one of our favourites, Podio, we worked on and proposed the following: Custom Events …
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Grab a coffee, it’s late Friday morning and you’re getting admin done. Scan the forms, update the spreadsheets, send emails and make some phone calls. There will always be some mindless busy work but, if you’re like 90% of the population, you’re doing too much. Your hourly wage isn’t producing a sustainable ROI and your …
Using Podio as an insurance broker
What I’ve learned from working on automating some tasks for an insurance broker:
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