BUSINESS SOLUTIONS
Insurance Technology Solutions
Alexant Systems – We are insurance automation experts that thrive in leveraging state-of-the-art automation to make life easier for all your staff.
We help insurance agencies maximize the use of their assets and automation to effectively streamline processes, and improve the bottom line. Employees are an agency’s most valuable asset, and automation is a close second. Getting the two working well together will make your agency hum!
Services offered:
- Consulting – Identify an agency’s needs and concerns from conversations and review of current processes/data. Generate awareness and positive energy around how automation can help them. Propose cost effective solutions, provide training and follow up through project completion.
- Training – Veteran TAM expert creates training documentation and fun, interactive learning environments for optimal retention by the adult learner.
- Data Review & Audit – Billing Screen and Production data are the basis for powerful management reporting in TAM, and identifying errors and trends is the first step in the process of cleanup and training of staff on proper use of their TAM database. Empower agency managers with the tools to audit their data from TAM reports using Microsoft Excel.
- Workflow Development – Create customized workflows for all departments, including Accounting.
- Presenter - Highly sought nationwide presenter and trainer. Known for high energy, motivational style to dramatically improve attendee’s knowledge and command of TAM. From beginners to experienced users, by painting the picture of how the pieces of TAM work together, attendees understand the “Why”, so the “How” is easier to remember.
- Automation tools - replace manual data entry tasks to save time and money:
- Direct Bill Commission Import Tool
- Cut the time spent entering Direct Bill Commissions by 80-90% by importing the transactions from an Excel spreadsheet using our Commission Import Tool
- Communication Log by CSR Tool
- Get your Communication Log to multiple CSR’s quickly and easily using our Communication Log by CSR Tool. Now they will only have to see the policies with their CSR Code, so processing from the Com Log is easy!
Awesome support, Alexant, a smaller company doing big things right.