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As a small business owner, it’s important to maximize your time to grow and minimize the time you spend on repetitive workflows and operational processes. In addition to saving you time and money on hiring additional staff, business automation also helps support...

The Basics of Business Automation

If you’re an independent agent or agency owner, it can sometimes be challenging to balance sales goals with operational functions and requirements to support your agency’s growth. For example, when do you find time to conduct marketing activities while acting as your...

Leads & Other Marketing Activities

You’ve probably noticed by now; there seems to be a solution for automating almost every business process you can think of. That’s because small business owners need tools to help them remain productive, profitable, and capable. We’ve already discussed the ability to...

Social Media

While we have a section for marketing activities, I wanted to speak to social media posts in a separate section. Why? Because there are so many social media platforms to ‘post on’ that it could be an all-day job, simply posting! That’s where business automation comes...

Reporting

Reporting is another process that can take a significant amount of time away from your day. There are so many reports to shift through to get you the information you need to make decisions. For starters, you have your contracting & licensing reports, ready-to-sell...