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
We were looking for a simple way to sync data from a Typeform to our client’s CRM, Podio. To do this, we had the form data sent using the Sender Notification feature. We were able to bring across three fields of data using the Subject, Body and Attachment. For more details on emailing data from a …
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Using Podio as an insurance broker
What I’ve learned from working on automating some tasks for an insurance broker:
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