You need software that connects all the job functions you do in your business. Working with anything less will be detrimental to your financial well-being. So, what does that mean to you and your business? In a nutshell, when you receive a loss, you do not automatically know what needs to be done, but you do need to know quickly. Unless you’re a new start-up company, your company is running with several people who are responsible for doing different jobs. For that reason alone, the manager of the process needs to know what is going on at all times. If you use a software that works on a cell phone, information can be added to that software easily from the field. As different people load information remotely, it tells everyone in the company what has happened and what has not yet happened.

When a loss is received, it must be entered into the software as a potential new job. This would include, but not limited to, name, address, phone number, insurance company, and insurance agent. As your company responds to the loss, additional data will continually be added. Having information at the fingertips of the entire team means the person back in the office can easily review notes and find answers for anyone who might call with a question about a project. This makes for excellent customer satisfaction and their belief that their job is being expedited. Plus, the person managing the job was saved from having to return a call at the end of their day.