Going Remote actions for your insurance agency to take right now-17

Going Remote? Actions For Your Insurance Agency to Take Right Now!

The foreseeable future includes social distancing, remote workforces, and grocery stores that feel apocalyptic. But it also provides the chance to build a stable business structure where your team feels prepared for productivity from anywhere.  As an organization who made the “work from home” transition seamless for our entire team, we wanted to reveal the tips and tricks that allowed our company to feel good about remote work. We narrowed down five key activities an agency should implement to be successful during a pandemic. *Note, these tips work anytime and help your business perform better in general! It is just especially important to apply these activities now.

Make sure your internal team can communicate

It’s about efficiency AND effectiveness here. Relying only on email – or worse, thinking text/calls will suffice – isn’t going to cut it. We recommend using a free platform like Slack to communicate across the agency. 

Provide clear project management outlines

Working together while you are miles apart isn’t impossible, it just requires a little more outlining. Using Trello, Asana, or another project management platform makes goals, steps, and accomplishments clear for the entire agency. 

Set up a video conferencing system!

This one stands VITAL because it’s as close as you’re going to get to your coworkers while working remote. Typical, in-person meetings reveal short attention spans, which are worse across a computer screen. Everyone in the agency assembles as present as possible for virtual meetings, and that means turning on your webcams and showing face. Lots of good and affordable options out there!

Provide digital payment options for your clients

Your insureds still need to make payments, and coming into an office of people appears the current worst option. Allowing your clients to make digital payments is as vital as communicating with them online. 

Communicate with your clients online

Speaking of communicating with your clients online, social media recently developed into our primary form of socializing. You MUST use this opportunity to connect, and trust us, it’s easier to expand updates on social platforms than to set up email marketing. These activities demonstrate quick fixes with lasting results, and some exist as free solutions! Don’t settle on just surviving when you could be thriving. Use this time to invest in your organization and build a sustainable business, no matter what comes your way.

Share this Post

Picture of Steve Miller

Steve Miller

More from Post: Going Remote? Actions For Your Insurance Agency to Take Right Now!

Staying Ahead: 6 Predictions for the Insurance Landscape in 2025

October 22, 2024 No Comments
It’s no secret that every year the insurance industry ups the ante when it comes to innovation and customer experience. In fact, I’m sure you’ll ...
Read More →

ePayPolicy Makes Inc. 5000 List for 3rd Straight Year

August 13, 2024 No Comments
Austin, TX Aug 14, 2024 – Inc. magazine announced that ePayPolicy is No. 1639 on its annual Inc. 5000 list, one of the most well-known ...
Read More →

The Paper Check Problem: Why Paper Checks Persist in Insurance

August 10, 2024 No Comments
Despite living in an era dominated by digital technology, the insurance industry remains one of the last strongholds of paper checks. This persistence of paper ...
Read More →