quick tips to maximize agency efficiency
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Quick Tips to
Agency EfficiencyIMIZE
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What You Need
In this guide, we cover some quick
tips to help your agency run faster and smarter, keeping you
a cut above the rest.
The details of daily agency workflow
can become simultaneously tedious
and overwhelming. To manage this
mayhem, agencies turn to tools that
maximize accuracy and efficiency.
Such tools help processes move more
quickly, saving time and money.
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CONTENTSMobilize your agency ............................................................... 4
Utilize integrated systems........................................................ 5
Go paperless ........................................................................... 6
Customize claims processing .................................................. 7
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Give your employees access to your management system and
other agency tools when they’re out of the office. This means
accessing agency systems via a web-based platform or mobile
devices like tablets and smartphones.
Have employees download mobile apps to increase efficiency,
and get your agents on cloud-based systems to retrieve emails,
documents, and calendars, in any place at any time.
Creating a mobile workforce means that anything
from claims processing to new policy creation
can be done in one sitting.
Mobilizeyour agency
What You Need:● Agency system access via the web● Cloud-based system● Tablets/smartphones
Check Out These Mobile Apps:● Kelly Blue Book● ACORD One● CamScanner● Partner XE Mobile
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Integrated systems hold the power to increase productivity by
streamlining information from multiple sources. These linked
systems speed up processes by concentrating all client and
carrier information in one place, saving keystrokes and
reducing wait time.
Agencies benefit from integrated accounting, email and
carrier systems operating out of one agency management
system. Instead of entering client information repeatedly
in different programs, integrated systems sync data
after one entry. From email correspondences to recent
payments, it’s all rolled into one space.
Utilizeintegrated systems
“Integrated systems hold the power to increase
productivity…simply sync(ing) data after one entry.”
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GopaperlessThe benefits of paperless workflow are endless. Obvious cost saving aside, going
paperless also saves time and headache.
Think of the time needed for processing,
filing, and storing paper—time that could
be spent in more impactful ways.
Storing information electronically
makes it easier to find via search,
so agents can access the right
documents with the click of a
button. Your agency can easily
convert forms to digital, fillable versions with programs
like PDFEscape, and can use smartphones as a document
scanner with apps such as ScannerPro.
Tips for Going Paperless● Utilize your agency management system for cloud-based storage● Create a system to scan and import new documents● Establish a standard document naming system● Determine how to handle old files● Train employees on new paperless procedures
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Creating and processing claims is a large part of agency business. By streamlining the claims process, you can save a huge amount of
time and money. The best way to improve claims processing is through
a customized system that allows you to tailor each step to your specific
agency needs. Being able to create the exact claims breakdowns
needed saves time and money by making the process more intuitive
for employees.
Great customization should include integration with Real Time
downloads. Through Real Time, an agency can get
immediate access to carrier information
when processing a claim. This
streamlines the claims
process, making it one of the
most effective time saving and
cost cutting tools.
Customizeclaims processing
“The best way
to improve claims
processing is through
a customized system
that allows you to
tailor each step to
your specific
agency needs.”
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Implementing only one of these suggestions will boost agency performance. The more you implement, the higher your jump in efficiency and profitability.
Keep in mind your agency’s specific needs and integrate accordingly.
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About SISHeadquartered in Columbus, Ohio, Strategic Insurance Software (SIS) is the team behind Partner XE–
an innovative web–based insurance agency management system that helps independent agencies
streamline workflow and grow their business. Built on a foundation of strong technology and exceptional
service, we’re moving forward with a constant eye on innovation that will make independent agents’ lives
easier.
About Partner XE
Supporting downloads from nearly 300 carriers, real time interaction, integrated agency accounting,
and much more, Partner XE is a full–featured agency management system at an affordable cost for the
independent insurance agency. For more information, please visit www.sisware.com
4181 Arlingate Plaza, Columbus, Ohio 43228 | 800.747.9273 | www.sisware.com