We all know the story of Goldilocks and the three bears: Goldilocks tries out the bears’ food, chairs and beds and settles in to the items that are “just right.” When it comes to your agency management system, you need to be Goldilocks (minus the breaking and...
As we’ve mentioned in some of our previous posts, it is important for you to take a good, hard look at your agency’s processes to ensure you’re maximizing your time and efforts. This can seem like a daunting task, but it can be surprisingly easy when you break down...
Have you ever had the experience of finding out you’ve been using something wrong all along? It can be quite frustrating to find out you’ve wasted so much time and energy. This usually happens when we don’t read the instructions, receive training or ask for advice...
For better or worse (and usually a little of both!), technology is constantly changing. As you’ve read in our previous posts, such upgrades are affecting Windows users as Microsoft phases out support on its XP operating system. Hopefully by now we’ve convinced you to...
If you’ve read our last two posts, you’re well aware that Windows will soon stop support for its XP operating system, and those with XP should switch to a new system sooner rather than later. In this post, we’ll look at the different options you have, including those...
It’s amazing how much time can be spent during the day with small tasks like checking e-mails, reviewing documents or scheduling meetings. Throughout the days and weeks, the extra minutes spent on these daily tasks can add up to hours wasted. Moving these tasks to...
According to an article written by Angelyn Treutel titled Top 10 Reasons to Use an Agency Management System, “90% of agencies use an agency management system.” Large or small, an agency management system not only increases efficiency and reduces costs, but also...
Using automation technology to enhance your business Best Practice #4 – Be Diligent with Data Entry If you, or any of your coworkers, got hit by a bus tomorrow could business continue on without a hitch? If you use your agency management system correctly, are diligent...
Using Automation Technology to its Fullest Best Practice #3 – Establish Documented Workflow Procedures & File Naming Conventions If you want to maximize productivity in your independent insurance agency, establishing documented workflows and file naming...
Using Automation Technology to its Fullest Best Practice #2 – Go Paperless Go Green, improve workflow and empower a virtual workforce with digital document storage solutions tied to web-based insurance software. Follow these best practices for increased productivity,...