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!
New Services
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.