Blog

  • Why should you use process thinking?

    What is a process? Geary A. Rummler and Alan P. Brache, the authors of the book ’Improving Performance: How to Manage the White Space on the Organization Chart’ define a process as a series of activities designed to create a product or service. So, translated into the language of insurance business, it is performing various […]

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  • Getting Things Done – How to Be More Productive!

    When we hear the “productivity” slogan, our first association should be the name of David Allen, an American specialist in this field, born in 1945, creator of the ‘Getting Things Done’ method of time management. Why? Because it is one of the simplest and most effective techniques for dealing with a multitude of tasks to […]

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  • Email templates

    Does it happen that you often send similar message content? Did you know that at VSoft Insurance Broker you can define your own email templates? When sending messages with specific content, you do not have to create them from scratch each time. Just go to the (Configuration) menu, then select E-mail Templates and add your […]

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  • Integrated e-mail box

    The work of the office requires a smooth flow of information. The speed of message delivery can be critical to many decisions and actions. Therefore, the full integration of the tools used is extremely important. VSoft Insurance Broker provides integration with an individual mail server. Using this functionality is possible by entering connection data in […]

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  • Reporting in a brokerage office

    It will probably not be a controversial statement that in terms of management, running a brokerage office does not differ in essence from managing any other company. The basis of management is the necessity to make many decisions, which often have an impact on how to continue to be or not to be a company. […]

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