816-808-1525 info@workestrate.net

IMPROVE CONTINUOUSLY

Collect operational data that will tell you where the bottlenecks are, why your work is getting stuck and how you can implement changes to remove  these bottlenecks.

And if you need further help, we can help you with a Fractional Business Process Engineer.

 

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CENTRALIZED FILES

Have all your files, attachments and emails  in a single place, associated with your accounts, contacts and job tickets. Search for any file or attachment by document type or document name and find it in seconds. 

 

QUICK STATUS MEETINGS

Standardized the way you run status meetings by finding work that is not moving and assigning action items and task ownership without having to create notes in another application. Imagine getting your status meetings done in 5 minutes!

 

CAPTURE EVERYTHING IN ONE PLACE

Turn requests and activities like Emails, Phone Calls , Website Requests automatically into Job Tickets to be processed by your office team. Never misplace or forget a request or task to be done. 

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PROCESS WORK EFFORTLESSLY

Standardize your business operations, have a franchise-grade level process for each product or service so that your people can perform consistently and stress-free.

AUTOMATE NOTIFICATIONS

Have automatic email notifications to your customers based on the completion of their work or any other notification criteria.

 

Get Started Today

Step 1 - Schedule a Call

Decide to invest 20 minutes with an engineer to quickly decide if PowerAgent is the right solution for your Agency.

Step 2 - Talk to a Business Process Engineer

A business process engineer will ask a few questions and help you identify your goals and current roadblocks.

Step 3 - Get a Custom Insurance Agency Workflow Blue Print

If Power Agent is the right workflow for managing your agency, we will create a detailed workflow for your product and services.

Step 4 - Get your Customized Workflow &Training in 5 days

With the Blue Print in hands, we will customize and configure Power Agent to automate  your Sales and Operations daily tasks and remove errors and miscommunication in your everyday work so that you can get back to grow your business.

Schedule your call now!

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