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Help
Needed?
Do you understand your software but
need some help integrating it into your agency?
If so, click here
for more information. |
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One
Agency's Perspective
"
I am concerned about the cost of doing business.
Agency expenses keep rising and agency workload
keeps increasing. The cost to maintain current
and new technology and upgrades, and the cost to
hire, train and keep personnel affects our
bottom line."
ICM
can help. We will help
your agency become more self-sufficient while
keeping your workflow at its highest level of
quality.
608.879.9010 |
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Welcome to Insurance Concepts in Motion!
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ICM
was formed to help you integrate your technology with your
workflow to get you the best possible return on your
automation investments. The consultants at
ICM have been helping agencies with their automation needs in
the insurance industry for more than 15 years. Many agencies have
doubled their workload because they are now maintaining
computer files, and paper files.
Get the Most out of your agency technology! Contact us to show
you how.
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ICM was formed to meet the needs of
agencies with these challenges:
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"I
would like to get more out of my system, but I don't know
exactly how to get T-filing (or scanning, or E-filing, or
automated marketing, or web site development) implemented. I
have read about the benefits, but don't know how to get the job
done for my agency, and make it pay for itself." |
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"I
know that I am not using the system the way I should, but I just
don't have the time and resources to get it up to the level it
needs to be. I need someone else who can get it done for me,
train my people and let me get on with the business of
insurance." |
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"I
know what I should be doing, but it is difficult to get
everybody in the office to do things the same way. Habits are
hard to change, and technical training doesn't teach office
staff how to adjust their workflow at the agency. I am very
busy, and there just doesn't seem to be the time to get the ball
rolling." |
ICM was formed to meet the needs of these agencies
by bringing our technical experience into the agency, on-site. We
will first spend a day in the agency to determine where they are at
with automation compared to where they want to be. This assessment
is very detailed. Each employee is asked a series of questions to
help determine their current automation level, workflow, knowledge
levels, and processes. When we combine this detail with the business
goals of the owner/principal, we get a picture of where the agency
is. We can then calculate the amount of time that is being spent on
manual processes and workflow, and translate that into a dollar
figure.
We make detailed recommendations on how the agency
can improve workflow, and utilize their automation to its capacity.
We step out the recommendations sequentially, so each agency has a
roadmap designed specifically for them to help them achieve their
automation goals.
What is an Initial Assessment?
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One
full day in an agency. Time is spent with both agency principals
and employees. |
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Best
Practices guidelines are followed. We also make on-the-spot
suggestions and ideas in workflow and processes. |
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10
to 15 pages of detailed, agency specific recommendations are
sent within 14 days based on where each business is currently
at, and how they can get to where they want to be. |
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A
follow up conference call to go over the detailed
recommendations. |
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We
provide a detailed roadmap that agencies can implement on their
own. ICM can implement some or all of the recommendations, but
each agency has the roadmap to do it on their own. |
ICM
is a proud member of the following organizations:
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Professional
Insurance Agents of Wisconsin (PIAW) |
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Independent
Insurance Agents of Wisconsin (IIAW) |
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The
Complete Picture
ICM
will look at your entire agency workflow,
processes, machines, programs, marketing and business
mix and goals. We put the whole picture together for you into a
step by step guide. For more information, call and get
your roadmap to automation success.
608.879.9010
Business
Constants
Independent
Insurance agencies are all unique in their automation
needs
Technology
keeps getting more complicated and more expensive.
The
amount of time it takes to research and train keeps
increasing.
Most
insurance professionals want to be experts in insurance,
not automation
If
these Key Agency Objectives sound familiar, call us.
608.879.9010
1.
We would like to get more out of our management system.
2.
We would like a more efficient and effective workflow.
3.
We would like help with scanning, employee training or E-business.
4.
We would like to increase marketing activity for growth in
Personal, Commercial, Life & Health, Employee
Benefits.
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