Insurance Agency Workflow Automation, So You Spend More Time Selling


slidingdoor workflow automationThe Automatic Sliding Glass Door

Many NYC buildings have doormen.  After having lived in NYC for many years, both with and without a doorman, I can tell you that a good doorman provides a great service. 

Each time I would come home, he was there to open the door.  No matter the circumstance, the doorman always knew what to do next; he opened the door.  Every single time that I needed the door open, he would make sure that the door got opened.  What more could I ask?

One afternoon when I got back to the building after work there was construction at the entrance.  I noticed the doormen were congregated at the back of the lobby and they didn’t look happy.  I asked why they seemed so down.  They explained that a new automatic sliding glass door was being installed and they now wondered what they would do since the new door opened automatically.

A Much Better Service

I have to admit that my first reaction was to laugh when I realized their dilemma.

Since these were union jobs, these guys weren’t simply thrown to the curb. 

Over time the doorman evolved into more of a concierge service.  All of a sudden these guys were more helpful with the UPS and FedEx packages.  They were now more likely to help residents manage any packages that they might be carrying as they entered or exited the building.  Previously, when I would come home with shopping bags in order to check the mail I would need to manage the packages at the mailbox and then first go over to press the button to call for an elevator. 

After the automatic sliding glass door was installed, the doorman was more likely to be helpful with any shopping bags and calling for the elevator while I was checking the mail because he didn’t need to be constantly at the ready to open the door for the next resident.

This Is Workflow Automationworkflow automation robot arm
Using simple technology the building was able to automate a relatively easy task that had previously required a series of full time employees, the doormen.  By removing this responsibility, the doormen were able to dedicate their time and attention to other services.  They also spent more time nurturing relationships with the building residents.  Each encounter with these guys was better.  They were more patient and friendly.

In the end, the service provided to the residents was significantly better.

Workfow Automation And The Insurance Broker

Let me tell you how this relates to you and your business.

In a typical insurance broker office there is often one or two people who are directing traffic or managing the workflow.  They are seemingly aware of everything that is going on and what needs to be done next.

They remember to collect applications from a client when a new group insurance plan is being set up or a plan is being changed.   They know when it is time to begin work on each renewal.

They will remember to confirm with the carrier that a new plan is set up properly or that a new member has been enrolled or terminated properly.

With good reason, these are often highly compensated employees.  These are industry veterans with good experience and a strong ability to manage the high volume of transactions that is required when managing the workflow of an insurance brokerage.

Using workflow automation you can have your agency management system automatically create and assign the different tasks in standard insurance broker business processes to the correct person in your office at the right time. 

This Is Your Automatic Sliding Glass Door

Imagine how much more you could accomplish and how much more money you might make if those who currently manage the workflow in your office manually could now focus on more high value work.  They would no longer need to so closely follow each and every renewal, new plan being set up, plan being changed, BOR, member transaction and more. They might be able to turn their attention to marketing or sales or to any other project that might help you to make more money.

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About The Author

With over 20 years of experience in the world of employee benefits and insurance technology, Jason is the founder and chief evangelist of BenefitsGuide, an insurance agency management system and CRM built entirely on the Salesforce Platform that streamlines the process of selling and servicing group insurance and employee benefits from the perspective of an insurance broker, general agent, PEO, and insurance carrier. Jason also owns and oversees the group insurance brokerage based in New York that he founded in 1996.