How Workflow Automation Can Save You Time and Money
As an insurance broker, you understand how time-consuming and repetitive many of your daily tasks can be. From renewals to new plan setups, workflows like these are critical, yet they often require substantial manual effort. Workflow automation can change that by streamlining these processes and helping you save both time and money.
What Is Workflow Automation?
Workflow automation eliminates repetitive manual tasks and organizes the sequence of steps in your brokerage processes. For example, when you manage renewals, the system automatically tracks each step—from pulling client data to preparing renewal comparisons to documenting decisions. It assigns tasks to the right person at the right time, so nothing falls through the cracks.
This isn’t just about saving time on one process. Workflow automation impacts all key areas of your business: renewal reviews, RFP marketing, plan changes, and member transactions. The best part? You don’t have to worry about bottlenecks or delays since the tasks are clearly defined and tracked automatically.
Real-World Success: Group Health Solutions
Let’s take a look at how one brokerage, Group Health Solutions, transformed its operations using workflow automation. Group Health Solutions, based in New York, faced significant operational challenges before adopting BenefitsGuide. Their previous system left them with manual workflows that were inefficient and required constant oversight.
After switching to BenefitsGuide, they saw remarkable improvements. The system’s automation reduced their time spent answering repetitive queries and managing manual tasks, saving one of their key team members about 5 hours each week. This time savings allowed them to focus on more strategic responsibilities.
Additionally, they reduced their “operational firefighting” by 50%, which means fewer disruptions and smoother operations. Automating the creation and assignment of tasks provided their team with more independence, leading to a noticeable decrease in day-to-day oversight and micromanagement.
Group Health Solutions also revamped their employee onboarding process with BenefitsGuide. What used to take 2-3 days of training was reduced to a single day, thanks to the system’s comprehensive video training library. These time savings allowed them to onboard new employees faster, with consistent training that empowered employees from day one.
Benefits of Workflow Automation
The experience of Group Health Solutions isn’t unique. Workflow automation can help any brokerage streamline operations, reduce manual errors, and improve efficiency across the board. You’ll spend less time on routine tasks and more time on what matters most: growing your business.
With customizable workflows, your team can enjoy a system built specifically for your business. Automated workflows remove the guesswork, ensure consistency, and provide visibility into your operations.
Ready to Automate Your Workflow?
If you're tired of wasting time on manual tasks and ready to see how workflow automation can save you time and money, let's schedule a quick call. I can walk you through how the BenefitsGuide workflow automation can streamline your operations and boost your brokerage’s efficiency.
Ready to See How BenefitsGuide Can Help?
