Quick Tips to

Agency EfficiencyIMIZE

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What You Need

In this guide, we cover some quick

tips to help your agency run faster and smarter, keeping you

a cut above the rest.

The details of daily agency workflow

can become simultaneously tedious

and overwhelming. To manage this

mayhem, agencies turn to tools that

maximize accuracy and efficiency.

Such tools help processes move more

quickly, saving time and money.

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CONTENTSMobilize your agency ............................................................... 4

Utilize integrated systems........................................................ 5

Go paperless ........................................................................... 6

Customize claims processing .................................................. 7

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Give your employees access to your management system and

other agency tools when they’re out of the office. This means

accessing agency systems via a web-based platform or mobile

devices like tablets and smartphones.

Have employees download mobile apps to increase efficiency,

and get your agents on cloud-based systems to retrieve emails,

documents, and calendars, in any place at any time.

Creating a mobile workforce means that anything

from claims processing to new policy creation

can be done in one sitting.

Mobilizeyour agency

What You Need:● Agency system access via the web● Cloud-based system● Tablets/smartphones

Check Out These Mobile Apps:● Kelly Blue Book● ACORD One● CamScanner● Partner XE Mobile

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Integrated systems hold the power to increase productivity by

streamlining information from multiple sources. These linked

systems speed up processes by concentrating all client and

carrier information in one place, saving keystrokes and

reducing wait time.

Agencies benefit from integrated accounting, email and

carrier systems operating out of one agency management

system. Instead of entering client information repeatedly

in different programs, integrated systems sync data

after one entry. From email correspondences to recent

payments, it’s all rolled into one space.

Utilizeintegrated systems

“Integrated systems hold the power to increase

productivity…simply sync(ing) data after one entry.”

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GopaperlessThe benefits of paperless workflow are endless. Obvious cost saving aside, going

paperless also saves time and headache.

Think of the time needed for processing,

filing, and storing paper—time that could

be spent in more impactful ways.

Storing information electronically

makes it easier to find via search,

so agents can access the right

documents with the click of a

button. Your agency can easily

convert forms to digital, fillable versions with programs

like PDFEscape, and can use smartphones as a document

scanner with apps such as ScannerPro.

Tips for Going Paperless● Utilize your agency management system for cloud-based storage● Create a system to scan and import new documents● Establish a standard document naming system● Determine how to handle old files● Train employees on new paperless procedures

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Creating and processing claims is a large part of agency business. By streamlining the claims process, you can save a huge amount of

time and money. The best way to improve claims processing is through

a customized system that allows you to tailor each step to your specific

agency needs. Being able to create the exact claims breakdowns

needed saves time and money by making the process more intuitive

for employees.

Great customization should include integration with Real Time

downloads. Through Real Time, an agency can get

immediate access to carrier information

when processing a claim. This

streamlines the claims

process, making it one of the

most effective time saving and

cost cutting tools.

Customizeclaims processing

“The best way

to improve claims

processing is through

a customized system

that allows you to

tailor each step to

your specific

agency needs.”

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Implementing only one of these suggestions will boost agency performance. The more you implement, the higher your jump in efficiency and profitability.

Keep in mind your agency’s specific needs and integrate accordingly.

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About SISHeadquartered in Columbus, Ohio, Strategic Insurance Software (SIS) is the team behind Partner XE–

an innovative web–based insurance agency management system that helps independent agencies

streamline workflow and grow their business. Built on a foundation of strong technology and exceptional

service, we’re moving forward with a constant eye on innovation that will make independent agents’ lives

easier.

About Partner XE

Supporting downloads from nearly 300 carriers, real time interaction, integrated agency accounting,

and much more, Partner XE is a full–featured agency management system at an affordable cost for the

independent insurance agency. For more information, please visit www.sisware.com

4181 Arlingate Plaza, Columbus, Ohio 43228 | 800.747.9273 | www.sisware.com