Surya Choudhary's articles How CRM Software for Insurance Agents Helps With Marketing? Long gone are the days when advertising products and services through billboards was enough. In the competitive insurance market, the perception of customers towards your brand plays a crucial role. Considering the role of winning and retaining customers in the insurance industry, insurers must come up with marketing strategies that work. This where CRM for insurance […] July 12, 2023July 12, 2023 Saving Bookmark this article Bookmarked 10 Ways Deep Insurance Software Integration Empowers Businesses Deep integration of insurance software empowers businesses by providing a multitude of transformative advantages. By incorporating integrated systems, insurers can enhance operational efficiency, streamline workflows, optimize risk assessment, and improve customer engagement. These integration capabilities enable businesses to achieve operational excellence, gain a competitive edge, and effectively adapt to the evolving digital landscape. To remain […] July 4, 2023July 4, 2023 Saving Bookmark this article Bookmarked Reasons to Invest Cloud Insurance Broker Software Insurance broker software has become a vital tool for insurers, offering a competitive edge and enhancing customer experiences. Modern broker management systems enable seamless connectivity between brokers, insurers, and customers. With the advent of cloud-based solutions, insurers can enjoy even more benefits. Cloud-based insurance broker software offers a range of advanced functionalities and advantages compared to traditional […] June 14, 2023June 14, 2023 Saving Bookmark this article Bookmarked Technology Trends That Will Rule the Insurance Industry in 2023 Insurance companies are increasingly looking at technologies like Artificial Intelligence (AI) and Data Analytics as they try to stay competitive in this new era of competition. October 4, 2022October 4, 2022 Saving Bookmark this article Bookmarked How to Implement the Best CRM for Insurance Agents To make sure you choose the best CRM for insurance agents and brokers, it's important to do some research and find a solution that meets your business needs. August 16, 2022September 7, 2022 Saving Bookmark this article Bookmarked 7 Questions to Ask During Insurance Broker Software Evaluation Insurance agencies cannot function without brokers. Many agencies are turning to broker systems to manage and streamline brokerage operations. Choosing the best insurance broker software is crucial to the success of the insurance agency. This is why it is critical to be armed with valuable information to make the right decision. To ensure your broker […] July 5, 2022July 5, 2022 Saving Bookmark this article Bookmarked Insurance Claims Software: The Key to Unlocking Growth Optimizing the insurance claims process reduces errors and drives productivity, thereby saving your company significant time and money in the process. Insurance businesses looking for ways to optimize claims processes should consider implementing insurance claims software. On this note, let us explore the factors driving the growth of claims software along with its impact on […] May 17, 2022June 29, 2022 Saving Bookmark this article Bookmarked 6 Considerations to Hire Any Salesforce Partner Company 18 to 69 percent of CRM projects fail due to poor implementation, weak data management, and unrealistic expectations of businesses. This high project failure rate is largely due to a lack of qualified Salesforce resources with companies. If your organization is unable to make the best use of Salesforce offerings, it is high time you […] May 11, 2022May 11, 2022 Saving Bookmark this article Bookmarked Salesforce Implementation Partners — Everything You Need to Know With rising customer expectations, businesses across the industries are accelerating their digital transformation initiatives. CRM implementation is one such initiative that teams take to improve digital footprints and social engagements. Salesforce is the #1 SaaS solution for a record seventh straight year and is the first preference of companies when it comes to CRM implementation. […] April 13, 2022April 13, 2022 Saving Bookmark this article Bookmarked Salesforce Managed Services — Benefits & Why You Must Embrace It ? With over 20 percent share in the SaaS market and a growing share in the PaaS & IaaS market base, Salesforce continues to be the first choice of CRM users. If you rely on Salesforce platforms in any way, you will agree that its management/maintenance is a difficult task. For effective implementation/management, you need developers/admins […] April 7, 2022April 7, 2022 Saving Bookmark this article Bookmarked 5 Key Phases of Insurance CRM System Implementation Insurance CRM solutions offer an array of benefits, such as digitizing workflows, improving efficiencies, and enhancing customer experience. Also, one of the best benefits for your agency with a CRM is that the customer data is centralized within a single, accessible database. However, deploying a new CRM for your agency is not a walk in […] March 23, 2022July 1, 2022 Saving Bookmark this article Bookmarked 3 Popular Ways to Integrate Apps With Salesforce Salesforce integration helps you overcome data silos and boosts coordination between different departments. Here are 3 popular ways to integrate apps on Salesforce. February 22, 2022February 22, 2022 Saving Bookmark this article Bookmarked How Can Life Insurance Software Future-Proof Your Agency? The evolution and accessibility of technology have impacted all industrial sectors across the globe in one way or the other. The BFSI segment is no exception to this rule. Given these trends, even though the life insurance industry has digitally evolved in the last few years, it needs to keep transforming to keep up with […] January 19, 2022July 4, 2022 Saving Bookmark this article Bookmarked Learn How Insurance Software Can Be Good For Your Business The technological revolution has positively impacted the insurance industry. Armed with the latest technologies and digital solutions, insurance businesses have been able to enhance operations and stability. InsurTech solutions like insurance software leverage technologies such as artificial intelligence, RPA, and predictive analytics to help businesses improve their competitive advantage. Insurance agency management systems help businesses […] December 21, 2021July 4, 2022 Saving Bookmark this article Bookmarked What is Policy Management Software and Why is it Important for Insurance Agencies? Behind the success of any insurance agency, there is a lot of well-organized effort. Today, insurance companies are continuously assessing ways to improve operational efficiency. In doing so, some insurance businesses overlook policy administration. Policy management software can overhaul the traditional, manual policy administration processes and introduce more accuracy, efficiency, and cost savings. Let’s check […] November 22, 2021July 5, 2022 Saving Bookmark this article Bookmarked Empower your agents with an Insurance Software Implementing a robust insurance software gives agents the power to work on the go, be more proactive and efficient, and access crucial information for boosting the effectiveness of their decisions. A comprehensive insurance agency software can improve processes and workflows throughout the organization. Here is how it can empower the agents to drive business success: […] October 8, 2021July 6, 2022 Saving Bookmark this article Bookmarked Unlock CRM Potential With A Salesforce Consulting Partner Salesforce continues to evolve, adding new capabilities to its diverse ecosystem. From being an automated sales-specific solution years ago, it has transformed into a feature-rich, fully customizable SaaS platform capable of everything from sales, marketing, service, to inventory management. Despite its vast features and capabilities, many organizations complain of low ROI with Salesforce. Some of […] September 29, 2021September 29, 2021 Saving Bookmark this article Bookmarked Top 7 Benefits of CRM for Insurance Agents Even the most talented insurance agents can hit a bump in the road every now and then when it comes to converting leads and closing sales. They can leverage modern tools and systems like CRM for insurance agents to meet goals easier and faster. Here is how insurance CRM systems can help agents: Streamlining Client […] September 3, 2021July 8, 2022 Saving Bookmark this article Bookmarked Telltale signs your business needs Monday.com for Project Management When it comes to project management, you need more than a checklist to deliver the projects on-budget, on-time, and without letting quality take a backseat. Simple projects may not require you to invest in project management tools and software that you have not heard of. However, complex project management requires detailed planning, tasks delegation, resources […] September 2, 2021September 2, 2021 Saving Bookmark this article Bookmarked How to Use Insurance CRM Software to Build Value for Customers In the midst of a highly competitive landscape, it is no longer enough to just come up with the perfect solution and set a reasonable price for it. When the primary offering is near about the same, any additional value or feature could be the “it” factor that compels the customer into choosing your business. […] August 17, 2021July 15, 2022 Saving Bookmark this article Bookmarked Is CRM for Insurance a Time-Drainer or Time-Saver? Technology has accelerated the pace at which businesses work. It has enabled businesses to do things quicker, easier, and at times even cheaper. Insurance companies are also leveraging technology and innovative solutions like CRM. However, some businesses avoid using CRM because they believe it to be time-consuming, both in terms of deployment and usage. Let’s […] July 5, 2021July 11, 2022 Saving Bookmark this article Bookmarked 4 Compelling Reasons to Go For Insurance Broker Software Insurance brokers have a hectic schedule, and are often left doing repetitive and time-taking paperwork that cuts into their margin. Brokers can harness insurance broker management software to dive into a world of opportunities present in the form of higher operational efficiency, data-driven operation, greater transparency, and future-readiness. Insurance broker software can make your business […] June 16, 2021July 12, 2022 Saving Bookmark this article Bookmarked Optimize CRM Better With Salesforce Developers Customer Relationship Management software plays an instrumental role in outlining an organization's business strategy. Since CRM is a key tool for organizations to manage and monitor business operations, it must be implemented and optimized strategically. To achieve continuous business growth, firms must strategize a plan that focuses on adding capabilities to their customer success platform. […] June 9, 2021June 9, 2021 Saving Bookmark this article Bookmarked Optimize Monday.com Better With a Development Partner Monday.com is a popular project management tool that is catching the eye of organizations across industries. The cloud-based tool is implemented for various reasons including low-cost setup and maintenance, customizable UI templates, automation workflows, and support for hundreds of work applications. Using monday.com, teams can create and manage campaigns, streamline sales pipeline, simplify task allocation, […] June 1, 2021June 1, 2021 Saving Bookmark this article Bookmarked Top Features of a Robust Insurance Broking Software Modern business has evolved to incorporate several elements of an organization. We can no longer envision a company acting in a vacuum and operating independently. Insurance, especially, has always seen the decentralization of processes with a milieu of on-field and in-office employees. Given that insurance brokers play a significant role in the organization, it is […] May 10, 2021July 13, 2022 Saving Bookmark this article Bookmarked Manage Projects and Processes Better with a monday.com Consultant Is your business facing project management/collaboration issues or you are unable to keep the processes aligned? If yes, then monday.com implementation can help in addressing such challenges. Monday.com is a widely-used project management tool that has exceptional automation, data visualization, low-code development and integration capabilities. It can be used to boost collaboration, centralize marketing operations, […] April 7, 2021April 7, 2021 Saving Bookmark this article Bookmarked Build Lasting Business Relationships with Insurance Agency Management The companies dealing in the insurance industry have to deal in a complex environment. Leaders need to be on point to gain a competitive advantage. They must orchestrate existing customer policies and renew them on time. In addition to this, they have to process claims regularly while addressing customer queries and assist them with quick […] April 6, 2021July 15, 2022 Saving Bookmark this article Bookmarked Enhance Efficiency via IoT Solutions for Insurance Companies Insurance companies are on the constant lookout for sustainable options to scale growth. There is no better way to expand business paradigms than keeping at pace with the latest technological advancements. So, this article highlights how IoT in insurance is revolutionizing the entire industry. Have a look! New-age technologies are all set to transform the […] March 26, 2021July 18, 2022 Saving Bookmark this article Bookmarked Maximize Productivity and ROI With Salesforce Managed Services While planning to add Salesforce to the business ecosystem, organizations should have a suitable post-implementation plan that focuses on addressing CRM needs. While firms can hire in-house experts for dedicated CRM management and support, it turns out to be a costly investment. Managed services are a great choice for businesses due to their flexibility and […] March 25, 2021March 25, 2021 Saving Bookmark this article Bookmarked Enhance Cognitive Bandwidth with Robotic Process Automation in Finance Robotic process automation in finance is taking the industry by storm. No more a new concept in the marketplace, this virtual workforce is orchestrating digital transformation across the length and the breadth of the organization. The growth-focused business players already acknowledge its importance and leverage to maximize efficiency. It has become a key point of […] March 17, 2021March 17, 2021 Saving Bookmark this article Bookmarked Enhance Efficiency with Process Automation in Financial Services Revolutionizing the industry, robotic process automation in financial services serves as the virtual workforce. A key differentiator in this sector, facilitates businesses to focus on their customer-centric processes rather than looking after managerial processes. This digital labor is thus the most innovative and sustainable alternative to enhance speed, drive growth and boost employee productivity. Putting […] March 12, 2021March 12, 2021 Saving Bookmark this article Bookmarked Manage Business Seamlessly with Best monday.com Integrations Organizations rely on multiple apps to carry out their day-to-day activities. Whether it is social media management, accounting, customer service operations, lead management, marketing or email processing, firms use a dedicated platform for each of the processes. Since most of these software are not integrated, it limits an organization’s ability to consolidate work. This poses […] March 11, 2021March 11, 2021 Saving Bookmark this article Bookmarked Simplify Insurance Claims Management Insurance Claims Management is one of the most crucial function the industry performs. However, the complexity of managing a claims environment with multiple systems and manual hand-offs can cause multiple errors and delays that can cause irreparable harm to customer relationships. Claims Management Software simplifies the claims process and helps insurance organizations in providing a […] March 5, 2021July 21, 2022 Saving Bookmark this article Bookmarked When Should a Business Hire Salesforce Administrator? Salesforce is used by businesses of all sizes expanding various industries. The cloud-based CRM contains numerous tools and features that help organizations to automate workflows, collaborate with teams, centralize processes and engage better with customers. Managing such an extensive platform requires an expert professional who can make changes in the setup as per organizational needs. […] March 2, 2021March 2, 2021 Saving Bookmark this article Bookmarked 4 Key Reasons Why CRM for Financial Advisors an Important Prerequisite The rising customer expectations and intense marketplace competition across all industries are pressurizing the organizations to seek out new and effective ways to keep their clients happy. Companies dealing in the financial services sector are no exception, be it wealth management, insurance, banking, institutional banking, and markets. The need for CRM in financial services to […] February 12, 2021February 12, 2021 Saving Bookmark this article Bookmarked IoT Insurance Industry Benefits and Challenges IoT devices have transformed the way people engage in their day to day life. It has hastened the business processes making things better. The insurance industry has particularly sensed the impact of leveraging IoT devices. IoT insurance has helped insurers quickly assess the price, limit risks and other potential implications for the industry. Progressing at a […] February 8, 2021August 31, 2022 Saving Bookmark this article Bookmarked Broker Software: An Intelligent Solution to Insurance Broker’s Problems January 18, 2021January 18, 2021 Saving Bookmark this article Bookmarked Achieve Operational Excellence with Process Automation in Financial Services The new-age technologies such as artificial intelligence, blockchain, robotic process automation are transforming operational workflows for every company, irrespective of the industry vertical they deal in. These are intended to make the business processes easier, simpler, as well as faster, and businesses are therefore embracing these next-gen technologies. This new virtual workforce (as RPA is […] January 14, 2021January 14, 2021 Saving Bookmark this article Bookmarked Achieve Next Level of Operational Excellence with Digital Workforce The financial services industry has various labor and time-intensive processes, thus making room for opportunities to improve employee-efficiency. Besides, the hyper-competitive environment pressurizes the companies to look for intelligent ways to increase productivity, cater to increasing customer needs, and remain profitable. Implementing robotic process automation in financial services company is therefore a sustainable option to […] December 28, 2020December 28, 2020 Saving Bookmark this article Bookmarked Insurance CRM Software – Compelling Benefits for Agents Insurance is a versatile industry involving multiple processes, products, and people. In this blog, we’ll know the benefits of CRM software for insurance agents and how it is helpful for the business. The biggest asset for every insurance company is its customers. Hence, insurance companies must make every effort to fulfill customers’ expectations and strengthen […] December 14, 2020July 19, 2022 Saving Bookmark this article Bookmarked Loading Load more
How CRM Software for Insurance Agents Helps With Marketing? Long gone are the days when advertising products and services through billboards was enough. In the competitive insurance market, the perception of customers towards your brand plays a crucial role. Considering the role of winning and retaining customers in the insurance industry, insurers must come up with marketing strategies that work. This where CRM for insurance […] July 12, 2023July 12, 2023 Saving Bookmark this article Bookmarked
10 Ways Deep Insurance Software Integration Empowers Businesses Deep integration of insurance software empowers businesses by providing a multitude of transformative advantages. By incorporating integrated systems, insurers can enhance operational efficiency, streamline workflows, optimize risk assessment, and improve customer engagement. These integration capabilities enable businesses to achieve operational excellence, gain a competitive edge, and effectively adapt to the evolving digital landscape. To remain […] July 4, 2023July 4, 2023 Saving Bookmark this article Bookmarked
Reasons to Invest Cloud Insurance Broker Software Insurance broker software has become a vital tool for insurers, offering a competitive edge and enhancing customer experiences. Modern broker management systems enable seamless connectivity between brokers, insurers, and customers. With the advent of cloud-based solutions, insurers can enjoy even more benefits. Cloud-based insurance broker software offers a range of advanced functionalities and advantages compared to traditional […] June 14, 2023June 14, 2023 Saving Bookmark this article Bookmarked
Technology Trends That Will Rule the Insurance Industry in 2023 Insurance companies are increasingly looking at technologies like Artificial Intelligence (AI) and Data Analytics as they try to stay competitive in this new era of competition. October 4, 2022October 4, 2022 Saving Bookmark this article Bookmarked
How to Implement the Best CRM for Insurance Agents To make sure you choose the best CRM for insurance agents and brokers, it's important to do some research and find a solution that meets your business needs. August 16, 2022September 7, 2022 Saving Bookmark this article Bookmarked
7 Questions to Ask During Insurance Broker Software Evaluation Insurance agencies cannot function without brokers. Many agencies are turning to broker systems to manage and streamline brokerage operations. Choosing the best insurance broker software is crucial to the success of the insurance agency. This is why it is critical to be armed with valuable information to make the right decision. To ensure your broker […] July 5, 2022July 5, 2022 Saving Bookmark this article Bookmarked
Insurance Claims Software: The Key to Unlocking Growth Optimizing the insurance claims process reduces errors and drives productivity, thereby saving your company significant time and money in the process. Insurance businesses looking for ways to optimize claims processes should consider implementing insurance claims software. On this note, let us explore the factors driving the growth of claims software along with its impact on […] May 17, 2022June 29, 2022 Saving Bookmark this article Bookmarked
6 Considerations to Hire Any Salesforce Partner Company 18 to 69 percent of CRM projects fail due to poor implementation, weak data management, and unrealistic expectations of businesses. This high project failure rate is largely due to a lack of qualified Salesforce resources with companies. If your organization is unable to make the best use of Salesforce offerings, it is high time you […] May 11, 2022May 11, 2022 Saving Bookmark this article Bookmarked
Salesforce Implementation Partners — Everything You Need to Know With rising customer expectations, businesses across the industries are accelerating their digital transformation initiatives. CRM implementation is one such initiative that teams take to improve digital footprints and social engagements. Salesforce is the #1 SaaS solution for a record seventh straight year and is the first preference of companies when it comes to CRM implementation. […] April 13, 2022April 13, 2022 Saving Bookmark this article Bookmarked
Salesforce Managed Services — Benefits & Why You Must Embrace It ? With over 20 percent share in the SaaS market and a growing share in the PaaS & IaaS market base, Salesforce continues to be the first choice of CRM users. If you rely on Salesforce platforms in any way, you will agree that its management/maintenance is a difficult task. For effective implementation/management, you need developers/admins […] April 7, 2022April 7, 2022 Saving Bookmark this article Bookmarked
5 Key Phases of Insurance CRM System Implementation Insurance CRM solutions offer an array of benefits, such as digitizing workflows, improving efficiencies, and enhancing customer experience. Also, one of the best benefits for your agency with a CRM is that the customer data is centralized within a single, accessible database. However, deploying a new CRM for your agency is not a walk in […] March 23, 2022July 1, 2022 Saving Bookmark this article Bookmarked
3 Popular Ways to Integrate Apps With Salesforce Salesforce integration helps you overcome data silos and boosts coordination between different departments. Here are 3 popular ways to integrate apps on Salesforce. February 22, 2022February 22, 2022 Saving Bookmark this article Bookmarked
How Can Life Insurance Software Future-Proof Your Agency? The evolution and accessibility of technology have impacted all industrial sectors across the globe in one way or the other. The BFSI segment is no exception to this rule. Given these trends, even though the life insurance industry has digitally evolved in the last few years, it needs to keep transforming to keep up with […] January 19, 2022July 4, 2022 Saving Bookmark this article Bookmarked
Learn How Insurance Software Can Be Good For Your Business The technological revolution has positively impacted the insurance industry. Armed with the latest technologies and digital solutions, insurance businesses have been able to enhance operations and stability. InsurTech solutions like insurance software leverage technologies such as artificial intelligence, RPA, and predictive analytics to help businesses improve their competitive advantage. Insurance agency management systems help businesses […] December 21, 2021July 4, 2022 Saving Bookmark this article Bookmarked
What is Policy Management Software and Why is it Important for Insurance Agencies? Behind the success of any insurance agency, there is a lot of well-organized effort. Today, insurance companies are continuously assessing ways to improve operational efficiency. In doing so, some insurance businesses overlook policy administration. Policy management software can overhaul the traditional, manual policy administration processes and introduce more accuracy, efficiency, and cost savings. Let’s check […] November 22, 2021July 5, 2022 Saving Bookmark this article Bookmarked
Empower your agents with an Insurance Software Implementing a robust insurance software gives agents the power to work on the go, be more proactive and efficient, and access crucial information for boosting the effectiveness of their decisions. A comprehensive insurance agency software can improve processes and workflows throughout the organization. Here is how it can empower the agents to drive business success: […] October 8, 2021July 6, 2022 Saving Bookmark this article Bookmarked
Unlock CRM Potential With A Salesforce Consulting Partner Salesforce continues to evolve, adding new capabilities to its diverse ecosystem. From being an automated sales-specific solution years ago, it has transformed into a feature-rich, fully customizable SaaS platform capable of everything from sales, marketing, service, to inventory management. Despite its vast features and capabilities, many organizations complain of low ROI with Salesforce. Some of […] September 29, 2021September 29, 2021 Saving Bookmark this article Bookmarked
Top 7 Benefits of CRM for Insurance Agents Even the most talented insurance agents can hit a bump in the road every now and then when it comes to converting leads and closing sales. They can leverage modern tools and systems like CRM for insurance agents to meet goals easier and faster. Here is how insurance CRM systems can help agents: Streamlining Client […] September 3, 2021July 8, 2022 Saving Bookmark this article Bookmarked
Telltale signs your business needs Monday.com for Project Management When it comes to project management, you need more than a checklist to deliver the projects on-budget, on-time, and without letting quality take a backseat. Simple projects may not require you to invest in project management tools and software that you have not heard of. However, complex project management requires detailed planning, tasks delegation, resources […] September 2, 2021September 2, 2021 Saving Bookmark this article Bookmarked
How to Use Insurance CRM Software to Build Value for Customers In the midst of a highly competitive landscape, it is no longer enough to just come up with the perfect solution and set a reasonable price for it. When the primary offering is near about the same, any additional value or feature could be the “it” factor that compels the customer into choosing your business. […] August 17, 2021July 15, 2022 Saving Bookmark this article Bookmarked
Is CRM for Insurance a Time-Drainer or Time-Saver? Technology has accelerated the pace at which businesses work. It has enabled businesses to do things quicker, easier, and at times even cheaper. Insurance companies are also leveraging technology and innovative solutions like CRM. However, some businesses avoid using CRM because they believe it to be time-consuming, both in terms of deployment and usage. Let’s […] July 5, 2021July 11, 2022 Saving Bookmark this article Bookmarked
4 Compelling Reasons to Go For Insurance Broker Software Insurance brokers have a hectic schedule, and are often left doing repetitive and time-taking paperwork that cuts into their margin. Brokers can harness insurance broker management software to dive into a world of opportunities present in the form of higher operational efficiency, data-driven operation, greater transparency, and future-readiness. Insurance broker software can make your business […] June 16, 2021July 12, 2022 Saving Bookmark this article Bookmarked
Optimize CRM Better With Salesforce Developers Customer Relationship Management software plays an instrumental role in outlining an organization's business strategy. Since CRM is a key tool for organizations to manage and monitor business operations, it must be implemented and optimized strategically. To achieve continuous business growth, firms must strategize a plan that focuses on adding capabilities to their customer success platform. […] June 9, 2021June 9, 2021 Saving Bookmark this article Bookmarked
Optimize Monday.com Better With a Development Partner Monday.com is a popular project management tool that is catching the eye of organizations across industries. The cloud-based tool is implemented for various reasons including low-cost setup and maintenance, customizable UI templates, automation workflows, and support for hundreds of work applications. Using monday.com, teams can create and manage campaigns, streamline sales pipeline, simplify task allocation, […] June 1, 2021June 1, 2021 Saving Bookmark this article Bookmarked
Top Features of a Robust Insurance Broking Software Modern business has evolved to incorporate several elements of an organization. We can no longer envision a company acting in a vacuum and operating independently. Insurance, especially, has always seen the decentralization of processes with a milieu of on-field and in-office employees. Given that insurance brokers play a significant role in the organization, it is […] May 10, 2021July 13, 2022 Saving Bookmark this article Bookmarked
Manage Projects and Processes Better with a monday.com Consultant Is your business facing project management/collaboration issues or you are unable to keep the processes aligned? If yes, then monday.com implementation can help in addressing such challenges. Monday.com is a widely-used project management tool that has exceptional automation, data visualization, low-code development and integration capabilities. It can be used to boost collaboration, centralize marketing operations, […] April 7, 2021April 7, 2021 Saving Bookmark this article Bookmarked
Build Lasting Business Relationships with Insurance Agency Management The companies dealing in the insurance industry have to deal in a complex environment. Leaders need to be on point to gain a competitive advantage. They must orchestrate existing customer policies and renew them on time. In addition to this, they have to process claims regularly while addressing customer queries and assist them with quick […] April 6, 2021July 15, 2022 Saving Bookmark this article Bookmarked
Enhance Efficiency via IoT Solutions for Insurance Companies Insurance companies are on the constant lookout for sustainable options to scale growth. There is no better way to expand business paradigms than keeping at pace with the latest technological advancements. So, this article highlights how IoT in insurance is revolutionizing the entire industry. Have a look! New-age technologies are all set to transform the […] March 26, 2021July 18, 2022 Saving Bookmark this article Bookmarked
Maximize Productivity and ROI With Salesforce Managed Services While planning to add Salesforce to the business ecosystem, organizations should have a suitable post-implementation plan that focuses on addressing CRM needs. While firms can hire in-house experts for dedicated CRM management and support, it turns out to be a costly investment. Managed services are a great choice for businesses due to their flexibility and […] March 25, 2021March 25, 2021 Saving Bookmark this article Bookmarked
Enhance Cognitive Bandwidth with Robotic Process Automation in Finance Robotic process automation in finance is taking the industry by storm. No more a new concept in the marketplace, this virtual workforce is orchestrating digital transformation across the length and the breadth of the organization. The growth-focused business players already acknowledge its importance and leverage to maximize efficiency. It has become a key point of […] March 17, 2021March 17, 2021 Saving Bookmark this article Bookmarked
Enhance Efficiency with Process Automation in Financial Services Revolutionizing the industry, robotic process automation in financial services serves as the virtual workforce. A key differentiator in this sector, facilitates businesses to focus on their customer-centric processes rather than looking after managerial processes. This digital labor is thus the most innovative and sustainable alternative to enhance speed, drive growth and boost employee productivity. Putting […] March 12, 2021March 12, 2021 Saving Bookmark this article Bookmarked
Manage Business Seamlessly with Best monday.com Integrations Organizations rely on multiple apps to carry out their day-to-day activities. Whether it is social media management, accounting, customer service operations, lead management, marketing or email processing, firms use a dedicated platform for each of the processes. Since most of these software are not integrated, it limits an organization’s ability to consolidate work. This poses […] March 11, 2021March 11, 2021 Saving Bookmark this article Bookmarked
Simplify Insurance Claims Management Insurance Claims Management is one of the most crucial function the industry performs. However, the complexity of managing a claims environment with multiple systems and manual hand-offs can cause multiple errors and delays that can cause irreparable harm to customer relationships. Claims Management Software simplifies the claims process and helps insurance organizations in providing a […] March 5, 2021July 21, 2022 Saving Bookmark this article Bookmarked
When Should a Business Hire Salesforce Administrator? Salesforce is used by businesses of all sizes expanding various industries. The cloud-based CRM contains numerous tools and features that help organizations to automate workflows, collaborate with teams, centralize processes and engage better with customers. Managing such an extensive platform requires an expert professional who can make changes in the setup as per organizational needs. […] March 2, 2021March 2, 2021 Saving Bookmark this article Bookmarked
4 Key Reasons Why CRM for Financial Advisors an Important Prerequisite The rising customer expectations and intense marketplace competition across all industries are pressurizing the organizations to seek out new and effective ways to keep their clients happy. Companies dealing in the financial services sector are no exception, be it wealth management, insurance, banking, institutional banking, and markets. The need for CRM in financial services to […] February 12, 2021February 12, 2021 Saving Bookmark this article Bookmarked
IoT Insurance Industry Benefits and Challenges IoT devices have transformed the way people engage in their day to day life. It has hastened the business processes making things better. The insurance industry has particularly sensed the impact of leveraging IoT devices. IoT insurance has helped insurers quickly assess the price, limit risks and other potential implications for the industry. Progressing at a […] February 8, 2021August 31, 2022 Saving Bookmark this article Bookmarked
Broker Software: An Intelligent Solution to Insurance Broker’s Problems January 18, 2021January 18, 2021 Saving Bookmark this article Bookmarked
Achieve Operational Excellence with Process Automation in Financial Services The new-age technologies such as artificial intelligence, blockchain, robotic process automation are transforming operational workflows for every company, irrespective of the industry vertical they deal in. These are intended to make the business processes easier, simpler, as well as faster, and businesses are therefore embracing these next-gen technologies. This new virtual workforce (as RPA is […] January 14, 2021January 14, 2021 Saving Bookmark this article Bookmarked
Achieve Next Level of Operational Excellence with Digital Workforce The financial services industry has various labor and time-intensive processes, thus making room for opportunities to improve employee-efficiency. Besides, the hyper-competitive environment pressurizes the companies to look for intelligent ways to increase productivity, cater to increasing customer needs, and remain profitable. Implementing robotic process automation in financial services company is therefore a sustainable option to […] December 28, 2020December 28, 2020 Saving Bookmark this article Bookmarked
Insurance CRM Software – Compelling Benefits for Agents Insurance is a versatile industry involving multiple processes, products, and people. In this blog, we’ll know the benefits of CRM software for insurance agents and how it is helpful for the business. The biggest asset for every insurance company is its customers. Hence, insurance companies must make every effort to fulfill customers’ expectations and strengthen […] December 14, 2020July 19, 2022 Saving Bookmark this article Bookmarked
