Operations | Agency Method

OPERATIONS IS NOW EASIER

Introducing automation for business operations.

How different would your business be if your operations were more automated? Introducing, operational automation from Agency Method.

How much time would it save you? How much money would it make you?… To have all your operations-related challenges diminishes by 80%?

How about increased throughput and productivity in all your results and increased consistency for starters?

THE OPERATING SYSTEM FOR…BUSINESS OPERATIONS & MANAGEMENT

Agency Plan™

Develop a completely custom checklist or planning process and create a custom tool that will give you and your team clarity and confidence.

Find a recommended vendor to help your business fill a need to achieve success. Vendors are from every area of business for your agency’s use.

Create a private forum for questions, support issues, customer service or otherwise across your agency and locations.

Store your files so that all staff members and contractors can access the files needed to run all departments in your agency.

Track and securely store all your logins to every software or online provider across the agency. Each staff member can customize their own logins.

Manage your “to-do lists” and tasks in this easy to use tool that helps your agency manage, categorize, and keep up with tasks according to priority.

Visualize all security threats in your business and mitigate cyber, physical, and administrative threats to your agency.

Stay on top of compliance related to the insurance brokerage industry with easy uploads, alerts, and simple verification.

GET AND EDGE WITH NEARLY EVERYTHING… WITH A.I. THAT MAKES IT EASY