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Automated Workflow
Manage episode 200066862 series 2112118
Content provided by Inside the Agency and Agency Matrix. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Inside the Agency and Agency Matrix or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
By using automated work flows the system will automatically assign task to employees after an action happens in the system. For instance, someone adds a new home owner's policy into Agency Matrix, the insurance management system automatically assigns a task to a particular user to go to the home and take photos. Automated workflow helps to save time and to make sure things do not fall through the cracks.
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Manage episode 200066862 series 2112118
Content provided by Inside the Agency and Agency Matrix. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Inside the Agency and Agency Matrix or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
By using automated work flows the system will automatically assign task to employees after an action happens in the system. For instance, someone adds a new home owner's policy into Agency Matrix, the insurance management system automatically assigns a task to a particular user to go to the home and take photos. Automated workflow helps to save time and to make sure things do not fall through the cracks.
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Similar to Inside the Agency
We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
…
continue reading
Breaking news on the environment, climate change, pollution, and endangered species. Also featuring Climate Connections, a special series on climate change co-produced by NPR and National Geographic.
…
continue reading
Evan Davis hosts the business conversation show with insights from the people at the top.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
…
continue reading
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