When you run a small business, a lot of the organizational tools, applications, software systems, or advice doesn’t entirely apply to you. Especially in the insurance business, where you deal with lots of sensitive and confidential information on a daily basis, you can’t rely on just any sort of management system to keep things running smoothly. You need something you can trust, and something that can be well integrated in your existing interface and operational function.
As a small insurance agency, you put a lot of heart into your clients and their needs and each policy you represent. A lot of times, it’s usually up to one or two people to manage the organizational process of a small insurance agency, and the techniques and tactics used here can vary.
Is there an easy way to integrate a flawless system for management for a small insurance business? We think there absolutely is! In fact, that is what our product is all about — making access to software designed for management simple for small-scale businesses.
3 Reasons To Use A Management System
Small Insurance Agency Management Systems sound almost too good to be true, right? Or maybe you need more convincing. Here are three ways our system has absolutely revolutionized many small agencies in the insurance industry!
1. Easy Learning & Training
When you’re dealing with a smaller agency, you can’t spend lots of money or time training your staff on a new system that is complex and layered, with many features hidden in menus and pop-ups that aren’t easily accessed. You need something that will be helpful from the start and quick to master, which is exactly how our management system works. It was designed with small insurance agencies in mind, so it caters to this industry.
2. Automatic Tasks
Without a management system, a lot of the busy work done in insurance agencies is a manual task. Luckily, we can change that for you. Our CP Manager can help you get more contracts, organize carriers, and process policy tasks automatically for you. The automated task buttons included in the efficient toolbar makes every policy task done easily with a click, and the organization feats are beyond what could be done from a manual filing system.
3. Simple Accounting
For many small businesses, accounting is a major bottleneck to everyday operations and can be one of the most expensive sections of your business. The irony, right? With our CP Manager, you can cut back on accounting costs and focus on the numbers without the fuss. Agency accounting is a big area, and important to your success, so diving in is a bit troubling. Many of the tough accounting process tasks are now done with a single button; for invoice, emails, receipts, commissions, and more!
Getting Started
Like what you see? Great, let’s get things going! Come learn more about AAT and get yourself ready to go with our CP Manager system for small insurance agencies.