Workflow Analysis & Redesign
Do your current processes seem to be bogging down your overall efficiencies? Let us analyze your current workflow and look for those break points. We will work with you to redesign your workflow, taking into account your existing technology and staff, resulting in increased efficiencies in your processes - thus improving your bottom-line!
Agency Management System Commission and Hierarchy Modules
If you are like most agencies, you have purchased an agency management system and are using it for a few of your day-to-day workflow processes. You would like to implement some of the system modules - such as commissions, hierarchies, etc., but what do you do? Your staff does not have the time out of their busy schedule to input all of the data necessary to utilize these modules.
We'll get your modules up and running by completing the inputs for you. This allows your staff time to concentrate on processing and closing cases! Once complete, we can maintain your schedules and hierarchies and keep them current.
Hardware/Software
Need new servers, desktops, scanners, network hardware (routers, switches, storage, hardware firewalls, anti-spam hardware, etc.) and other peripherals. Thinking about purchasing or upgrading software? With over 10 years experience in the Insurance industry we understand what it takes to keep an agency running. We can supply you with configurations and quotes along with purchasing and installation.
Online Troubleshooting
Online troubleshooting for all hardware and software purchased and installed through Insurance Technology Solutions.
New Services for 2009
Technology Overhaul
Are you using the most current technology available today in your agency? We can perform a low-cost evaluation, and recommend the latest technology that will put your agency at par or better with other agencies.
Consultant On-call
If you are a small to medium sized agency, you probably do not have an IT person or staff in-house. Who do you call if you need research or a small project performed. If you ask a staff member, what happens to their daily work, case management, commissions posting, etc? Does your part-time IT person have an insurance background? With over 10 years experience in the insurance industry, we have the knowledge and speak your language. We offer a low cost annual retainer for research, small projects, consulting - essentially an extension of your staff.
Data Replicator Reports
If you utilize AgencyWorks as your agency management system, you have access to all of the data stored within your AgencyWorks environment - Data Replicator. This data can be utilized to produce any number of specialized and custom reports. We can ftp your files at the designated intervals and write all of your reports via Microsoft Access.