Why Your Agency Management Report Systems Are Wrong – Downloads
When we are having issues with our insurance agency reporting, it can be depending on one factor or a combination. Something we find that people look over a lot is carrier downloads. Here at APP, we tend to recommend using downloads because they save time and direct your attention to what needs to be collected.
“Another issue is that none of these downloads are the same from carrier to carrier. That would be too easy, right?”
One problem we see often, in relation to downloads, is that they aren’t set up correctly. Your management system probably has a whole pile of settings that can mess with your reporting.
So, we advise you to check those.
Another issue is that none of these downloads are the same from carrier to carrier. That would be too easy, right?
This means that there is always something you have to go check or confirm.
You really need to watch these things. If there are added steps, we tend to assume that people will remember to go back and make sure everything is straight. But you can’t do that.
Set it up as an activity.
Better yet, create a guide for every single carrier. Before you roll your eyes at the thought, think about it. Yes, it’ll be more work now, but why are you reading this?
You either adore us and love our content (duh) or you are having this problem in your own agency and a guide is the absolute best way to minimize the damage that downloads can inflict on your insurance agency’s reports.
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