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3 Steps to Turn Business Process Management (BPM) Into Workflow Automation
In this tool, we'll cover what business process management (BPM) is, the steps required to turn your BPM into workflow automation, and examples of what this could look like.
Checklist
6 Steps for Onboarding a New Agent to Your Agency
Use this new life and health insurance agent onboarding checklist to equip your new agents with the tools they need to succeed at your agency.
Checklist
6 Steps to Onboarding a New Client
Handle your new life and health insurance clients with care by setting up workflow automation in your industry-specific agency management system to help onboard them in a more efficient and effective manner.
Infographic
Implementing BPM & Workflow Automation Into Your Insurance Agency
Implementing business process management can help boost the success rates of your projects by 70%! Learn how you can integrate business process management (BPM) with workflow automation to improve your health and life insurance agency's efficiency and effectiveness.
Blog
Using Automation To Streamline Your New Client Onboarding
Handle your new clients with care by integrating workflow automation with your industry-specific agency management system to create a streamlined onboarding process that puts your clients first.
Blog
Using Automation to Stay In Touch with Your Senior Market Clients
With all of the changes, rules, and emerging compliances in the healthcare system, it's crucial for health and life insurance agents to stay both compliant and in touch. Automation can help.
Webinar
Turning Chaos Into Order Using Automated Workflow
In this webinar, you'll learn what it means to automate your workflow, what opportunities life & health agencies have to use it, and how to monitor it all.
Guide
Automation for Life & Health Insurance Agencies: Using automated workflow to create efficiency & consistency
Automation allows agencies to transition from manual processes to efficient and consistent processes. This eBook will cover what automation is, how it can be applied to insurance agencies, what opportunities agencies have to use automated workflows, and how they can monitor it.
Blog
The 6 Processes Your Insurance Agency Should Be Automating
Insurance agencies use automated workflow to create efficiencies in their day-to-day and to be sure communication is consistent internally and with clients.
Blog
Integrating Automation & Communication for a Killer Retention Process
Using Automated Workflows to build and improve your agency's client retention and keep purposeful communication at the heart of your retention strategy.
Blog
6 Examples of Daily Life Automation & How to Apply Them to Your Work Life
Technology keeps advancing to make our daily lives easier. We live in a world of advancement, so why only use technology to automate your personal tasks?