With so many options for office productivity software, it can be difficult for insurance agencies to choose the right one. It’s very tempting to try them all. That’s what a client in Texas found when they got in touch with us recently. They were using ImageRight, QuickBooks and HubSpot, and they had all the Epic activities turned on. They felt their operational efficiency could be better and wanted to help employees streamline their workflow.

Since we work with various insurance agencies through our consulting services, we knew the agency’s staff could both streamline and simplify their processes. Through the optimization of their Applied Epic system, we identified current redundancies and formulated a plan to increase speed and efficiency agency-wide. To ensure we were offering a truly personalized result, we sat down with each account manager and watched them work. We identified problem spots and visible bottlenecks, as well as their most frequently used events and activities, putting all the others in the background. This cut down on repetitive work for front-end staff. We also worked with account managers on advanced reporting, so they could take advantage of the most useful Epic reports.

The result was a streamlined workflow that automated repetitive tasks and boosted operational efficiency. We’ve even been asked back to work with their accounting staff to implement Epic, moving everything into one easily accessible hub.

FORT WORTH, TEXAS