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Enhance your business efficiency with InsuredMine Insurance Workflow Automation



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Organize your work process with integrated automation to provide desired business results.

Workflow Automation is the key to success for all insurance agencies. It is the ultimate solution for correcting and improving inefficient and time-consuming business processes. According to a study conducted by Mckinsey, it suggests that almost 45 percent of labor costs can be reduced if these tasks can be automated by adapting currently demonstrated technology. With InsuredMine all insurance companies can achieve their primary goal of minimizing operating costs and increasing their returns. InsuredMine presents a customized tool for automating workflow insurance that can be one of the most valuable assets for any insurance agency.

"It will save 40-50 hours every month by eliminating an Excel sheet" says Andy who has been running an agency for more than 30 years!

With InsuredMine Workflow Automation, we help insurance agents save hundreds of hours of work each year per employee.

With InsuredMine you can design and manage end-to-end workflows. We help deliver a competitive customer experience with automated workflows.

What is Workflow Automation?

Workflow Automation refers to the planning and implementation of business operations via automation. The entire process for automating workflows is based on a systematic approach where human data, files and data are routed between systems and people based on predefined business rules.

Why is workflow automation used?

If you want to create some significant improvements in your business process and want to experience a better result, you must withdraw from the manual process and immediately adopt an automated process that is systematic and evenly planned. By automating workflows, significant improvements can be made in:

  • Productivity
  • Efficiency
  • Accuracy
  • Responsibility

A great improvement can be experienced, especially for the processes that are mainly handled manually by employees.

  • 19659008] Automatic workflow versus manual workflow:

    Automated workflows are much better than manual workflows. Especially in the insurance industry where time has been a major constraint. Automated workflows help reduce approval cycles and improve visibility through continuous process improvements. Finally, it enables business leaders to develop with better workload management.

    Workflow Property Automated Workflow Manual Workflow
    Management Process The business process is programmed to automatically assign tasks, along with system-generated reminders and follow-ups Requires human push and follow-up
    Time required Shorter Longer
    Transparency Workflow status is visible to all Difficult to know workflow status
    Communication All business communication remains documented in the workflow management tool Mostly verbal communication or written communication that is disorganized.
    Document storage and protection Cloud storage, secure, as there is no scope for manual documentation Manual documentation and storage, risk of physical damage
    Error type Larger error-free except for data entry errors. Large range of errors due to employee coordination.

    InsuredMine Workflow Automation

    In InsuredMine, Workflow Automation helps create a series of automated actions for each step involved in your business process starting from chasing your leads, quoting them, tracking them, converting and maintaining them . Our automation of insurance workflows can be used to improve everyday insurance sales processes, because when your work flows uninterruptedly, you can concentrate on getting more business and thus focus on the other important things that matter. Workflow automation in the insurance domain allows your sales and operations teams to spend more time developing other necessary action plans.

    Efficient workflow automation helps you save both time and money and also minimizes the likelihood of errors.

    Three main reasons why InsuredMine workflow automation has been an important tool for all insurance agents:

    • Simplifies complex tasks to reduce execution time and cost.
    • Uses built-in reporting and control to monitor real-time performance.
    • Helps to improve the overall customer experience.

    InsuredMine helps streamline the workflow process in the insurance industry

    InsuredMine's unified CRM portal helps create automated workflows that help insurance companies bridge the gap between agents and customers. Digitization of cumbersome manual work processes with intuitive and easy-to-share forms, preventive e-mail templates, workflows, InsuredMine increases productivity and optimizes processes to reduce friction in everyday life. InsuredMine is one of the top-ranked tools for automating insurance marketing, which helps you manage your leads with an effective insurance funnel. It also helps you manage the entire sales life cycle through a digital platform from start to finish.

    Watch out to learn more about InsuredMine :

    To learn more about InsuredMine workflow automation:

    Catalog

    Sales Automation

    Engagement Automation

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