How is your business running today?
Are your agents buried under piles of paperwork? Does the sales cycle seem never-ending with delays at each stage in the process? What about the communication between departments, does everything run seamlessly?
Now, add in the fact that prospects and customers want their policies to be processed quickly and demand better customer service throughout the sales cycle. Are you keeping up with those wants and demands?
Complex insurance policies often require a great amount of work from the very start. And, that doesn’t change once the sale is completed.
In fact, a number of factors should be considered as a prerequisite to the sale — everything from risk assessment calculations to actuarial analyses and pricing structures.
Unsurprisingly, complex policies are time-consuming, often pulling agents away from other tasks while they monitor and engage in the sales process.
The insurance industry has undergone massive changes over time. But none might be more important than what is happening right now with automation technologies — increasingly enabled by artificial intelligence (AI) and machine learning.
Today, the organizations that embrace automation at scale have a massive competitive advantage.
How times have changed. Today, they're often not only valued members of the management team but also key decision makers.
In fact, the people who oversee the budgeting process are often vital to bridging the gap between data and what it means for stakeholders.
Part of that has been the result of shifts in organizational strategy, but a lot of it has come from advances in technology.
Terabytes of data are now available for anyone to access at any time.
When we get to this time of year, it’s well into budget planning season. Now, be totally honest, how is it going?
For many CFOs and budget managers, the budgeting season can fill them with dread.
It doesn’t have to be that way. Today’s businesses have options, including purpose-built technology designed to facilitate budgeting, forecasting, reporting, and analysis.
Today, spreadsheets can take you only so far. Combining Microsoft Dynamics NAV with a spreadsheet might seem like a fine place to start. However, for any advanced budgeting, this combination actually can be a hindrance.
Right now, big data is all the rage, and it's easy to see why. With more information, organizations can dig deeper into the numbers than ever before. Even small and medium-sized businesses can gain essential insights from access to more data.
This post takes a look at the growth of mobile finance apps through a number of charts about the industry.
A lot of people are excited about the potential of the blockchain. This post highlights three potential ways the blockchain can benefit consumers in the future.
In this post, readers can learn about how people are using cryptocurrency like Bitcoin to make real estate purchases.
Every year around this time, people in the tech world look to see what apps made a big splash. Unsurprisingly, the most popular apps this year mostly revolved around communication and social media. Facebook Messenger, Snapchat, YouTube, Instagram, and Bitmjoi were all big winners, as they have been for the past few years.
But what about banking and FinTech apps?
This post compares and contrasts the TSA Global Entry Program and the Mobile Passport app.
This article highlights three basic setups for email autoresponder campaigns with descriptions and tips on how to get started for each.