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
Doing some research for a client and am looking into life coach WordPress themes that will suit their coaching business. Some of the best ones are: ABC Personal Trainer Theme (details + demo) – top choice for clean design & smooth scrolling WP Coach Theme (details + demo) – more boxy design but clean, minimal …
There are three main ways for you to have information flow through into your project management system: Using the email-in feature to send data to a particular workspace, project or client record Connect a webform builder like Typeform and have the information emailed in or synced using Zapier Use the webform feature that comes with some …
Many businesses that we work with have a pretty simple corporate calendar configuration – connect to Google Calendar or Outlook and manually schedule appointments. Let’s have a look at some of the ways that we’ve helped people power-up their calendars & online bookings: accessible via employees only accessible by clients (sent a direct link) accessible …
Using Podio as an insurance broker
What I’ve learned from working on automating some tasks for an insurance broker:
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