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Employee Tracking: 5 Things
Your Insurance Team Should Know

Here are five things that every member of your insurance team should be aware of when it comes to how employee monitoring & time tracking in insurance software streamlines operations, improves efficiency, and more!

An insurance team's daily activities concentrate around one thing: processes. Process new clients, process claims, analyze financial records and then do it all over again. Overall, it's a complex machine, and with time tracking in the insurance industry, each component of the process is more or less required for effective team management.

You may have decided to purchase one of several employee monitoring solutions or may still be in consideration mode. You may be considering it to keep track of all your employees and better understand all the insurance-related operations. After all, aside from meeting with clients and generating leads in the physical world on occasion, most of your team's work is done online; thus, time tracking in insurance companies is the ideal approach to keeping track of everything.

Now, getting your employees on board with computer monitoring can be difficult, tedious, and can be deemed as a threat to the company's easygoing culture, but here's a list of five things you should try to express to them to help them comprehend the benefits of employing this system:

It is Permissible & Legal

Employee monitoring & time tracking in the insurance industry has been a feared practice among workers since its inception. The first concern on their minds may be if it is even lawful or permissible according to constitutional and human rights.

It's critical to respond to these concerns in a timely and accurate manner, especially at the very beginning of the process. If the start is smooth, the process becomes even smoother. This is especially important to address because the law varies by country. Make sure you study the relevant regulations based on your state's law before implementing the program. However, speaking generally, employee tracking is allowed in most circumstances as long as it's done on company computers and not on personal devices, also in some cases, with employee agreement.

permission

You can also take the time to explain what you'll be monitoring and why, as well as address any questions your team may have.

They'll use the information to boost their productivity.

Employee management software that's used for time tracking in the insurance industry isn't inherently bad. Explaining how it will be used can assist your staff in understanding it far better than you anticipate or fear. The transparency of the intent to adopt this process can significantly affect the fluidity of its assimilation and create increased productivity which is one of the best perks that employees will appreciate and gladly use.

You can find out how to get all your employees - the insurance brokers and analysts - to accomplish more work while not overburdening them by examining their procedures time and again to avoid errors in the process, otherwise handled manually. For example, suppose you discover that one program is more efficient in processing claims than another after tracking employees' computer activities.

Boost Productivity

In that case, you might attempt to encourage all employees to switch over to the more productive tool that saves time, effort, and money. This streamlines the entire insurance process.

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Time Spent with Customers Is Still Counted

An insurance team, as you may be aware, has a number of client-facing positions. As you may know, an employee tracking tool simply provides information on how employees use their time on computers. For monitoring software, everything logged as active time is basically invisible or broadly considered idle time.

Another thing your staff should know is that, even if these "real-world" activities aren't labeled green in their productivity reports, you'll maintain track of when each employee has a client meeting or a long phone chat about a new insurance policy, etc.

Some systems, like TeamOB, let you manually feed in these tasks that cannot be tracked by the computer (for example, label half an hour of inactive time as a meeting), which is useful for keeping all of your information in one place.

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Claim Processing Goals Will Be Improved

As previously stated, claim processing consumes a significant portion of an insurance team's time. The goal of employee time tracking in the insurance industry is to provide you with the information you need to successfully assess these operations and estimate how long they'll take. This helps in tracking the progress of each of these tasks.

Your staff will like the fact that it is coming forward; the targets will be far more practical because they will be personalized to their own past performance rather than some idealized best case scenario, setting the pace for their workday as opposed to falling short of ideal time frames.

Furthermore, the time monitoring data will assist you in determining which phases of claim processing should be improved or even automated to increase your staff's efficiency.

Claim Process

Manipulation of clock-ins will be much more difficult

Another important point to emphasize to your staff is that the monitoring software will be used to track their attendance. This will be based on computer activity, with the initial action recorded as a clock-in and the last action recorded as a clock-out. This means that manipulating their attendance record, whether through buddy punching or another, maybe considerably more difficult for them. Also, everyone on your insurance team will have a lot harder time concealing their tardiness. It pushes one to better themselves and be accountable for their actions and time.

Final Remarks

Insurance is a very process-oriented industry, so improving claim procedures, tracking staff performance, and increasing efficiency are critical. Employee tracking software is one way to do this, but in order for it to be effective, you'll also need to convince your team of its importance.

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Productivity Insights

Maintain the low or high productivity levels by knowing which apps and websites your team uses during work hours.

Optimize Performance

Ways to improve the processes and activities to increase productivity is important. Reduce time spent on unproductive activities and optimize time to speed up sales processes.

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Ensure Productivity Regardless of Location

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Office Employees

Teamob works great for office management. It helps to keep track of everyone’s work. Teamob generates daily reports of each employee tasks.

Remote Employees

Teamob ensures that employee either work from office or remotely, it tracks employee activity to keep them stay productive.

Teamob Features

  • Team Scheduling

    Team
    Scheduling

  • Time Tracking

    Time
    Tracking

  • Workroom

    Workroom

  • Online Timesheet

    Online
    Timesheet

  • Attendance

    Attendance

  • Monthly Report

    Monthly
    report

  • Performance report

    Performance
    report

  • Reports

    Reports

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