Insurance agency solution

Insurance agency sells insurance services provided by insurance companies. Insurance firm can provide certain types of insurance or a complex coverage. There are various types of insurance which can be provided to clients, including individuals and organizations: auto insurance, home insurance, property insurance, health insurance, disability insurance, life insurance etc. Insurance agency includes a team of insurance agents which deal with clients, brokers and insurance providers. The keystones of success for Insurance agency are a good individual organization of each insurance agent and effective collaboration between agents.

The aim of insurance agent is to obtain new policyholders according to plan, maintain current policyholders and earn a commission. The daily work of insurance agents includes a lot of tasks which should be done in order to fulfill the plan delegated from the authorities. For example insurance agents should identify and drawing up lists of potential clients from a variety of sources and contact them to arrange interviews, keeping records of clients, premiums and payments and to manage documents (ex: recommendation lists, insurance plans, clients profiles, claims etc.) and schedule professional tasks. Insurance agency management needs to track how the agents perform their sales plans, track the state of affairs for each agent, calculate commission and perform analysis of the business.

Insurance agency requires software solution which combines capabilities of individual professional task management (for each insurance agent) and team management (for insurance agency direction). VIP Task Manager is a task and time management groupware which provides insurance specialists with following possibilities:

• individual and team tasks planning and tracking
• time management, scheduling tasks on Calendar view
• real-time collaboration, document management and sharing
• sale plans delegating, tracking, reporting
• KPI managemen

• Step 1. Choosing insurance agency software
• Step 2. Organizing insurance agency staff
• Step 3. Setting insurance agency workflow
• Step 4. Customizing insurance agency tasks
• Step 5. Planning insurance agency tasks
• Step 6. Sharing insurance company tasks
• Step 7. Documenting insurance company tasks
• Step 8. Tracking insurance agency tasks