Insurance agent solution – to do list for insurance agent

Insurance agents represent an insurance firm and sell insurance services to clients, including individuals and organizations. Usually insurance agent during the working day contacts with clients, identifies their insurance needs, explains the details of insurance policies, etc. So daily workflow of insurance agent includes a big number of various appointments and tasks. Another side of insurance agent’s work requires keeping records of clients, premiums and payments and to manage documents - recommendation lists, insurance plans, clients profiles, claims etc. What can help an insurance agent to manage all appointments with clients, contacts, telephone calls, daily chores and other professional activities? The solution which can facilitate management of the tasks, clients and documents is organizing the insurance agent’s to do list and specific materials within easy-to-use and effective software tool.

Let’s consider typical daily insurance agent’s activities taken to maintain relationships with existing clients and to seek new customers in order to expand the business:

Clear planning of the tasks is a key to business success of insurance agent. For example insurance agent need to schedule the phone call or meeting with client to advise him/her on their insurance coverage or financial planning, or to plan the travel to inspect client’s property. The software solution for insurance agent should allow to set the due date and reminders for tasks like “Call Mr. Johnson to explain changes and details of insurance policy”.

Categorizing tasks is an essential part of insurance agent’s workflow. The organizing of insurance agent’s activity may require distributing tasks into groups and sub-groups according to type of insurance (health, property, casualty etc.) and clients (potential clients and policyholders). For example task “Visit Mr. White to inspect the car” can be stored in category “Car inspections”. The software for insurance agent should be flexible and allow organizing task in the way which suits the business specifics.

Insurance agent needs to keep the records on clients, documents and contacts. The best solution for insurance agent is software which allows creating tasks dedicated to certain client and keeping all corresponding records attached to these tasks. For example: when insurance agent interviews prospect to obtain information about insurance needs, it would be very convenient to keep all information about this prospect within one task – name, phone, address, notes, preliminary insurance coverage plan etc. so later this task and all data will be easily to find. For example the claim of Mr. Green sent to the insurance agent by email can be attached directly to task “Learn the claim of Mr. Green”.

Choosing the right software for Insurance agent

VIP Organizer is a personal software solution for insurance agent. It allows insurance professional to plan, put in order, categorize and prioritize professional tasks, to keep records on clients, calls and contacts. Owing to hyperlink attachments this software allows documents management.

VIP Team To Do List is a insurance team-leader solution which allows planning insurance team tasks and sending individual to do list by email.

VIP Task Manager is the best solution for insurance company or certain department within a the company because it allows multiple users to access one database simultaneously via LAN or Internet. It features team task management, small project management (planning, tracking, reporting), access rights management, real-time collaboration, documents sharing, instant notifications, customizable workflow and task attributes.

CentriQS Tasks Management Solution

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