Insurance companies provide one of the most important services to people by protecting them from financial hardship during unexpected events. This comes with multi-step document processes that aren’t always as efficient as they could be, which prevents insurers from...
Customer retention is the name of the game for the insurance industry. Agencies maintain good relations with customers through competitive premium rates, responsive customer service, and other client benefits. However, these good faith practices can fall by the...
Manual claims processing takes an extensive amount of time, is prone to human error, and worst of all, greatly damages the client experience. It is one of the biggest hurdles insurance companies have to overcome on their path towards efficiency. Automating your...
How many claims does your company receive from clients in a typical day? Dozens? Hundreds? It’s a lot to keep track of, especially if your insurance company runs mostly on traditional processes. In order to process claims, you require a lot of data about your client...
So, you have your document on your computer ready to go. Or, perhaps you have the document in hand, but you need to be able to send it, share it, or add it to a website. Somehow, that document needs to get from you to the web, whether that be for email purposes,...
As a CPA, you go above and beyond to help your client get the most out of their tax return and finances. However, as the industry migrates more and more into the digital space, you need to balance your efforts between number-crunching and protecting the highly...
