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Month: September 2017

insurance management software audit

3 Reasons to Audit Your Insurance Agency’s Technology 

Unlike the “one-size-fits-all” enterprise-level software giants, there’s new breed of insurance management software providers that offers industry-specific software packages. These multi-line packages are customized for small- to mid-size insurance organizations so that these organizations are able to purchase only the software systems and services they need. However, when it comes to insurance management software, not…

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insurance management software cloudbased

Benefits of Using the Cloud for Insurance Management Software

Small- to medium-sized insurance companies have several advantages over their larger counterparts. Their small size allows them greater flexibility in serving their clients and they can exercise more creativity when it comes to growing their business.   However, in years past, smaller insurers had a technological disadvantage as compared to larger insurance firms. The bigger…

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insurance crm software importance

Why CRM is Crucial for Small-to-Medium Sized Insurance Organizations 

The insurance industry’s rapid move into digital services places small-to-midsize insurers in a vulnerable position. While larger insurance organizations invest millions to keep pace with digital trends, smaller companies have greater financial restrictions. Smaller organizations might be tempted to stay competitive by offering their clients mobile apps and other quick-fixes, but insurance CRM software offers…

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insurance-crm-software-addresses

Billing, Shipping, And Mailing Address Improvements

A theme in our Cobalt Redesign is to condense information so that we don’t repeat information on a page. So if we are displaying the same information twice—if two or more addresses are the same in our CRM, for example—Connections will condense this information when displaying it to you.   Condensing the view To illustrate,…

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insurance-crm-software-change

Finding Success In The Dirty Work

Big ideas are good, but executing them is better.   Our industry has never seen so much call for change. Between the onslaught of emerging technologies, to insurtech startups weaving in and out of the insurance and vendor space, to urgent economic pressures that demand improvements on everything from customer relationships to the bottom line,…

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insurance-underwriting-software-game-changer

How Technology Is Changing the Small Business Insurance Market 

The insurance playing field has been an ever-evolving entity over the past few decades, but it seems that the momentum for competition and growth is speeding up even faster. Companies that wish to thrive in this fast-paced environment must find the means to stay at least a step ahead of the competition.   The days…

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Business Lessons Learned In Lockdown

Last week I took some of my team out to an Escape Room to try our luck and celebrate their hard work which led to CHSI Technologies winning the US Captive Award for insurance technology.  And wow, did I pick up some great business lessons related to my people and strategy along the way.  …

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insurance-software-insurer-growth

Staying Ahead Of The Competition: How Small Insurers Can Grow 

While smaller insurance companies may be somewhat intimidated by their larger competitors, they actually have some advantages over the bigger fish. The key is identifying and maximizing those advantages efficiently.   Importance of Adopting New Technologies The speed at which markets are evolving is setting a new precedent for the smaller insurance companies: keep up…

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insurance-management-software-security

How Secure Is Your Insurance Management Software? 

In the quest to stay competitive, many small and mid-size insurance organizations are improving their processes by moving to cloud applications and agile databases. These organizations have learned that manual entries and spreadsheets are prone to human error. In addition, older systems limit user access and make collaboration difficult. These issues can be resolved with…

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