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
Using Podio as an insurance broker
What I’ve learned from working on automating some tasks for an insurance broker:
Everyone has a plan until they get punched in the face
I’ve come to appreciate this quote in terms of business, parenting, relationships & life in general.
Sales funnel software for outsourcing firm
Question: Background ======== I am creating a new Software sales, business development and outsourcing brokerage/management firm. I am wanting to setup a software development project sales funnel system, combined with Project Management. Customers can visit our website will allow for anyone to submit a services request enquiry form. We act as independent sales, business analysis …
How do I plan out my sales appointments to avoid traffic?
Looking for an easy way to plan out your sales meetings for the week and avoid traffic? One system we set up was using a combination of a route planning app and a appointment calendar app (in this case, Acuity Scheduling) to cut down on the time that sales staff were spending in traffic. The …
Registering a .to domain name
For anyone looking to register a nice, short .to domain name for your social media sharing, it’s quite simple to: Register to .to name Add to bitly as your default URL shortener Add to Buffer so all posts are set up with your shortener Some examples of names that are currently available include: Delivering.to Shoot.to …