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Taking customer requests very seriously. Turning the wish of a prospect, access to the management system only from the office and during business hours, very seriously.
A potential subscriber called and requested that we add a claims module. He explained what his needs are and what is the process he follows when filing a claim on behalf of the insured.
If there is a single most important reason why an insurance agency should subscribe to a management system, that is to have access to custom, ad-hoc reporting of commissions, payments, performance.
A software system can be designed to optimize an agency's business processes or to tangle its management in a spaghetti bowl chasing the other end of a never-ending loop in training its employees.
We all want to have people who will follow us and do as we ask. We want to be likable, we want to sell more policies and we want to make a good first impression. How do we do it?
