Let’s Start Automating
For many people, automation can feel a tad unnerving, evoking dystopian fears of robots replacing humans in the workplace. While there is a kernel of truth here, the reality is that workplace automation has also already been helping businesses reduce inefficiencies and net higher profits for generations – going back all the way to the Industrial Revolution. Today, automation continues to move full steam ahead, providing future-thinking business leaders like yourself with the chance to optimize your operations and gain a competitive advantage.
What do we mean when we talk about workplace automation?
Automation means different things depending on the industry. But when you boil it down to its essence, all automation is really referring to is technology that reduces or eliminates the need for human involvement in a series of tasks.
Automation plays an important role in our sector, with new and emerging technologies like machine learning (ML), artificial intelligence (AI), Big Data and more helping complete tasks with greater speed and dexterity. And when you add in an increasingly stringent regulatory environment, it is easy to see why title insurance professionals are turning to automation to push back against competitors, navigate cumbersome regulations and unlock value.
Of course, for independent agencies, gaining the benefits of advanced technologies can be challenging. But even when dealing with finite time and money, there are solutions agencies of any size can implement to ratchet up their profitability and create better processes.
- Customer relationship management (CRM): CRMs are essential for any agency looking to build out their tech stack. Not only do CRMs make it easier to generate sales leads but they also help agents manage their roster of existing policyholders. Learn more about CRMs on our blog.
- Meeting scheduling: Modern business is full of meetings. Make it easier by deploying a free, automated tool like Calendly to streamline scheduling and avoid the annoying back-and-forth that can occur when trying to pin down a meeting date. Review some of 2022’s top scheduling applications and tools.
- Expense tracking: When running a small agency, every dollar and cent matters. Business owners need an easy, low-cost way to track organizational spending. Here are some of the most popular platforms for managing your spending.
- Invoice management: We have previously discussed automating your invoice management processes on this blog, and we will reiterate here how important this is. Whether tracking invoice delivery and payment status or reducing missed payments and simplifying accounting processes, this is an excellent automation tool to have in your toolbox.
Work Smarter, Not Harder
Automation can be an intimidating and even unsettling topic, but at the end of the day, we are all trying to work smarter, not harder. Automation has played an important part in that process for millennia now, harkening back to innovations like Johann Gutenberg’s printing press and Eli Whitney’s cotton gin. In our industry, automation can make a complex enterprise easier. From better customer management and easier file sharing and collaboration, the benefits speak for themselves.