What You Need To Know About Managing PHQ-9s

What You Need To Know About Managing PHQ-9s

For mental health professionals, the Patient Health Questionnaire-9 (PHQ-9) is the most well-known and most effective tool for understanding a patient’s general mental health state. It’s an important type of test that are essential for psychiatric health providers to...
How HR Automation Saves Your Company Money

How HR Automation Saves Your Company Money

Human resources could greatly benefit from automation. In this article, we’ll talk about what human resources are and why automation could help the industry. What Is HR, Its Functions and Its Objectives? The human resources department is the branch that’s responsible...
Work With Clients, Not Paperwork

Work With Clients, Not Paperwork

Being an insurance agent requires a certain amount of care and bedside manner with clients. They want to know that you’re their advocate when dealing with insurance providers and expect to reach you during some of the worst times of their life. Agents spend a great...
Improve Client Retention

Improve Client Retention

In the insurance world, customer retention is key. In most cases, retention efforts take precedence over acquisition over new customers because retention rates for insurance are lower than most other industries. According to the Independent Insurance Agents of Dallas,...
Better Communication With Clients

Better Communication With Clients

One of the chief complaints that unhappy insurance clients have against their providers and/or agency is inadequate or the lack of communication. Clients get frustrated when replies to their inquires take too long, especially if it’s concerning an urgent matter. Even...
Automation at The Insurance Agency

Automation at The Insurance Agency

As an insurance agency or brokerage, you have the task of matching the right client with the right insurance. Being part of an agency/brokerage means a lot of back-and-forth communication between your clients, insurance vendors, underwriters, etc. You’re also trading...