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’ve built dozens of intranets & extranets for companies, utilising a huge number of custom features. Let’s have a look at what features you might need and what an intranet is. What features should an intranet have? We often get asked by clients: What makes an engaging intranet that my staff will use? What features …
If you’re a believer in first impressions then you’ll know how important it is to onboarding new staff members well. You want new staff to bond with current staff and to get a broad overview of what they need to do and how they’ll do it. The onboarding experience for new staff doesn’t have to …
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:
Related Posts
Need someone to build your company intranet?
We’ve built dozens of intranets & extranets for companies, utilising a huge number of custom features. Let’s have a look at what features you might need and what an intranet is. What features should an intranet have? We often get asked by clients: What makes an engaging intranet that my staff will use? What features …
The ROI on a more automated onboarding experience
If you’re a believer in first impressions then you’ll know how important it is to onboarding new staff members well. You want new staff to bond with current staff and to get a broad overview of what they need to do and how they’ll do it. The onboarding experience for new staff doesn’t have to …
Why you do mindless busy work
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 …