Technology evolving speed can be matched by the madness of working as an insurance agent. With countless clients, ACORD forms, and mountains of paperwork to handle, it could often seem impossible to keep up. If anything, the paperwork slows you down and decreases efficiency.
Imagine all the obstacles removed, clearing the way for a more efficient approach. Well, we are glad to say there is a product that will give you just that. You can have it with insurance agent software.
We know that the word “software” can be scary for some. You might immediately think you need hardware and manpower to support the program, or you might think of security, or you might think it will be difficult to assimilate. None of these concerns are an issue with the software provided by QQSolutions. In this blog post, we will explore the benefits of using this technology as we reveal the secret to a more efficient insurance agency.
5 Ways Insurance Agency Software Benefits Your Business
The prevalent trend we see in 2015 is the use of cloud based applications. This type of software is great because it doesn’t require an installation or makes any major demands for hardware. The program is based out of a remote server and runs entirely over an internet connection.
This means that the software is capable of running on all devices that connect to the internet with a modern browser. It also means that you won’t need to purchase updated versions of the software for all of your agents, or need hardware upgrades. The program evolves, adapts, and grows with you and your company. When the software gets fine-tuned with the preferred features, they are immediately available to all.
1. Ultimate Flexibility
Cloud-based software travels with you. You can work on-the-go on multiple devices like smartphones, computers and tablets. Start the day working from home while you eat breakfast and pick up where you left off when you arrive to the client’s site.
Even if you’re away from your main computer and you suddenly remember you need to finish a task, you can log in on any device with an internet connection and finish it.
2. Security and Peace of Mind
Cloud-based software keeps your data safe and secure. The constant connection to the program’s servers will ensure that your client’s information is monitored and protected at all times. Consistent file backups will also give you peace of mind. All data is covered by service level agreement.
And if something happens to your device, or a power outage cuts you off, you can easily move to another location and pick up where you left off.
3. Paperless and Green
We know the countless ACORD forms insurance agents must use. The paper version of these forms created an organization system that became complex and confusing. And it was expensive! It took reams of paper, file cabinets, and storage space to keep them for years in compliance with the law. When green became a thing, a paperless option became a necessity.
Cloud-based software offers easy to use digital format of the forms. All of your client’s information is neatly catalogued and stored. Real-time graphs and updates allow you to see your business quickly without digging through papers and static reports.
4. Constant Updates
When it comes to software, one of the greatest challenges businesses face is the speed of change (or the lack of it). Some software companies stop releasing updates to issue new versions that must be purchased again. It causes frustration and is expensive.
Cloud-based software is constantly maintained and updated. Flaws are fixed, and improvements are constantly added several times a year.
5. Cut Down on Day to Day Operations, Workflows, and Errors
Workflow automation is the best way to combat human errors and omissions. Insurance agent software is specifically designed with workflows most agents follow to avoid forgetting crucial steps. Forgetting or omitting steps could be detrimental and costly to your business.
Software can also significantly cut down the amount of time it takes to process policies. For example, Downloads help you avoid manual entry of client and policy information because it comes directly from you carriers. You and your carrier have consistent information as it comes through the download.
Downloads also saves you time from having to enter the information on multiple locations. Once the information is accepted and saved, it automatically maps client and policy information to ACORD forms, reports, emails, policy proposals and summaries.
Another example- tasks and reminders help to keep you and your employees on top of everything that needs to be done, when it needs to be done. It can significantly decrease the chances of forgetting steps, and it will keep your agents accountable for their responsibilities.
Ultimate Efficiency with QQ Catalyst
The line of cloud-based software provided by QQSolutions is second to none. Our programs are designed to provide the ultimate insurance agent software to streamline daily tasks and eliminate unneeded steps. The power of a software solution like this one is impossible not to see. Your business could be moving infinitely faster once the papers go away and efficiency shines through.
With a constantly updated platform and an app marketplace that expands the already robust features, QQCatalyst is truly the perfect software solution for any and all insurance agents. It’s time to move into a future where efficiency is not a dream, but a reality. Visit our website today and see how QQSolutions can help you and your business.
