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 your processes and see how they fit with your agency management system.
Start by evaluating your processes. Check in with your employees to identify your systems and get them together to talk about how processes happen from start to finish. Hit topics like:
- Handling quoting and renewals
- Writing policies
- Handling collections
- Integrating with your carriers via real rime connections
- Retaining business and customer communication
- Actively pursuing new business
As you’re talking through each step with your team, write them down. Look over each and evaluate, asking questions like: Where are the bottlenecks? How can things move faster? Can certain steps be eliminated?
Once you’ve honed your agency’s systems and processes, look to your agency management system to see how you can map your workflow to your system. Any good system should integrate well with your agency’s needs, but you must first identify those opportunities for increased efficiency. Here are some great ways your agency management system can help your processes work faster and smarter:
- EMAIL INTEGRATION, such as Partnet XE’s Outlook integration, will link all your emails with clients and prospects listed in your system. This links all account history to one place, saving you steps and ensuring E&O accuracy.
- TO DO LISTS, which can be attached to client, policy, claim and/or Individual profiles, put your agency’s processes right in your management system.
- INTERNAL MESSAGING allows you to get updates to a co-worker right as they are working within your agency management system. This makes it easier for them to act as they have all the info they need right in front of them.
These are just a few of the many ways your agency management system can map right to your agency’s processes. However, all of the above capabilities may not be part of your agency management system, and if they aren’t we suggest you take a second look.
Partner XE users benefit from these capabilities, and other such as mobile access and integrated accounting. If you’d like to find out about Partner XE’s other capabilities, contact us today at 800.747.9273 or [email protected] and we’d be happy to talk with you!
