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 …
David Allen, the author of Getting Things Done, coined the term to describe one of the core steps of his “fundamental process”: Write down a project or situation that is most on your mind at this moment. Now describe in a single written sentence your intended desired outcome for this problem or situation. What needs …
There are some parts of my job that sound so boring to my children that I should tell them about my day as bedtime stories. Building better systems and processes is one of them. Integrating apps is another. But the winner? Building intranets for businesses. For most people in a corporate environment (including myself), the …
Using Podio as an insurance broker
What I’ve learned from working on automating some tasks for an insurance broker:
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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 …
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There are some parts of my job that sound so boring to my children that I should tell them about my day as bedtime stories. Building better systems and processes is one of them. Integrating apps is another. But the winner? Building intranets for businesses. For most people in a corporate environment (including myself), the …