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Workflow-Insurance-Software

Key Components of a Workflow

Gathering information, assessing risk, pursuing leads, nurturing clients and collaborating with colleagues are all elements of a typical workflow. For small insurance organizations and public risk pools, the amount of time and energy spent on each key component will differ, which is why SaaS software packages are convenient and cost-effective. In addition, SaaS insurance management…

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Insurance-Claims-Streamlined

Ways To Streamline Your Claims Operations

While most small to medium-sized insurance companies understand that the heart of profit margins lies within sales, they should never make the mistake of underestimating the value of efficient, equitable and streamlined claims processing. The steps involved in claims processing, while largely standard between companies, can and should be regularly monitored by company management in…

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Risk-Management-Insurance-Software

Why Insurers Need To Embrace SaaS

  Small-to-medium insurers who are looking to streamline their operations, increase sales and grow their businesses no longer have to use outdated and overpriced technology to stay competitive.   There is a relatively new platform for risk management software on the block and it can make all the difference in leveling the playing field for…

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Insurance-Software-Saves-Cost

How Insurance Management Software Can Save on In-House Costs

Like it or not, self-insured groups, municipal risk pools, Workers’ Comp carriers and other small to mid-size insurance organizations all compete with billion-dollar insurance carriers while working within a much smaller budget. Insurance management software can save on in-house costs by streamlining workflow and increasing efficiency. A competitive edge is maintained without incurring higher costs.…

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Customer-Relationship-Building-With-CRM

Building Personal Client Relationships with the Help of CRM

Consumer reports indicate that insurance customers, both consumer and commercial, increasingly want to understand the policy and protection they are purchasing, and they want to trust the company who is selling it to them. To build trust, insurers, and their agents, needs to provide a clear, easy to understand, yet thorough answer to consumer. In…

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large-insurers-look-to-technology's-ability-to-increase-productivity

What’s Holding Small to Medium Sized Insurers Back?

Open workflow, minimal error, good underwriting, and expedient claims closure are a few of the major goals of any insurance organizations. For most insurers, technology plays an important role in achieving these goals.  Additionally, large insurers look to technology’s ability to increase productivity, automate routine tasks, and maintain client loyalty though ease of online access…

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Self-Insured Workers' Comp

Is Self-Insured Workers’ Comp Right for Your Company?

Different states have different requirements for workers compensation insurance. If your business is located in a state that permits self-insured workers’ comp, either stand-alone or group self-insurance, then you might consider one of these options, especially if your business has strong cash flow and manageable risks. Here are some reasons why self-insured workers’ comp could…

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Best Risk Management Practices

Best Risk Management Practices for Small to Medium Size Insurers 

Risk management involves identifying, measuring, and managing different types of risk within the operations of a company. It is not, necessarily, about eliminating risk altogether. Since insurers make money by properly managing risk and capitalizing on industry market opportunities, risk management is a process that needs to be continuously developed and practiced by insurers. However,…

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Protecting-Critical-Information-from-Cyber-Threats

Insurers: Protecting Critical Information from Cyber Threats

As a key piece of an insurer’s risk management efforts, multi-layered security is a must for small to mid-size insurers. Protecting your client data from cyber threats is a priority, and here are a few ways to secure data and remain in compliance. Cloud Security Cloud technology has come a long way, now safely equipping…

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customer relationship management system

Keeping It Personal

For many small to medium sized insurance carriers, government risk pools and captives, providing personalized customer service continues to be a priority. If your organization or your partners leverage digital technologies, you may have customers who expect that personal touch across channels.   For these carriers, having a solid Client Relationship Management (CRM) strategy is…

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