Productivity Tip

Downloads are a large part of E-Broker. Downloads keep your policy data up-to-date, which means that when the 'phone goes and George the client says 'just why am I paying this $400 per month'. Well in a non E-Broker shop this, especially if you have George spread across three carriers, can trigger 30 minutes of work. Particularly if any of the carriers happen to be those without broker websites with policy info. Twenty minutes on hold listening to elevator music and the helpful prompt 'don't forget to press 3 if you have forgotten why you called'. Even if you dump this pleasure on a staff member, you are stopping them doing moving forward stuff, so it's all a cost to you. On the other hand, with E-Broker downloads, you can click into the policy window, talk to George from a position of knowledge, and with another couple of mouse clicks, email George a very readable policy schedule. Simple.

 
Do your downloads and save yourself some money.

Import