An agency management tool can be considered as one of the most significant technological investments for your agency, regardless of the vendor or platform. And if this software is carefully managed, it can help your agency to optimize operational productivity and offer an exceptional customer experience.
Unfortunately, some agencies don’t really know to maximize the usage of this tool, probably because they find it too complicated. And as a result, they tend to overlook some practical functions that can help them operate and manage the business efficiently.
So if you don’t want this to happen to your agency, then we suggest you go on reading as we are going to reveal some of the most underutilized functions of an agency management software and make sure you are using this tool to its full capacity.
Carrier Communication
This is also known as download & real-time function. Most recommend that you utilize this feature even more as using all the download, upload, and real-time functions of your agency management software can significantly improve overall productivity and, most especially, profitability.
How does it work? Well, just to give you an idea of how carrier communication works the software checks for any other home care agencies that already have previous or existing download relationship and create a detailed report about their monthly, bi-annual, or annual usage of the software. This report will provide your agency managers with real-time figures of the frequently used functions.
In short, this is what you need to determine the kind of features your agency is often using so you can make the necessary adjustments to ensure maximum efficiency.
Carrier Marketing
Many agency management tools also include a tracking feature to monitor carrier marketing activities. And using this function will provide valuable information to your agency about the necessary details about your business, which also gives you an idea of the areas where you can improve to make your day-to-day operations more proficient and productive.
Templates And Proposals
This is also a necessary feature to utilize as it saves you time in editing proposal letters to clients. And by using this feature, the software will then notify the person-in-charge to change or update templates and proposals as necessary to conform to the current status of your agency and the needs of your clients.
Ensuring Accurate Data
An agency management system provides fields where you can store large amounts of information about your present clients and prospects.
The fact of the matter is, any inaccurate or incomplete client data can also affect staff productivity. That is why we recommend you to evaluate the database of your agency management system now and make sure all the client data being entered are all accurate and complete.
Reports
And last but not least, your agency management software must be at least configured to provide periodical reports, not only on particular figures, but also additional reports as well. In short, you need to set up your software to generate custom reports that are available so you manage your home care agency even better.
If you’re looking for a good home care agency software, you can check out this link to learn more.