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Automation and Time-Saving Workflows

March 20, 2020

The recent world events surrounding the coronavirus outbreak have helped us all realize that our time is a priceless commodity. There never seems to be enough time for our most valuable activities and now that most of us are homebound, it’s a good moment to think about how to automate some of our more menial daily tasks to carve out more time for meaningful interactions. Luckily, digital assistants and time-saving automation tools can help manage many day-to-day tasks so we can give our attention to the valuable time we spend with one another, be they in-person or virtual meetings.

As many of us have personally experienced in recent days, striking the right balance between high-tech and high-touch in today’s digital world is a daily challenge for most businesses. With the vast array of digital solutions at our fingertips, it can be easy to get lost in the weeds and unintentionally distance ourselves from our customers. However, when used effectively, multi-channel digital tools can help connect agents and advisors with their clients by giving back valuable time that can be spent on meaningful personal interaction rather than losing oneself in the process.

This kind of innovation can seem trivial at first; why digitally delegate tasks we can do ourselves? But like any new product or idea, once put into practice, we soon wonder how we ever managed without it. Spending time on meaningful interactions rather than rotary functions can be one of the biggest gifts we can give ourselves and our clients.

Making time to regularly communicate with clients and making oneself available – especially in these difficult times – is what sets elite advisors and agents apart from the crowd. The daily vicissitudes of the market and the fundamentally shifting landscape of our daily lives has many worried and now, more than ever, it is important to make yourself available to your clients and prospects on the channels they prefer.

Learn How to Automate Your Workflows

To learn how to automate your workflows using Hearsay Systems features, please join one of our upcoming webinars. Our Hearsay experts will share insights on how to make your workflows more efficient, how Hearsay products can streamline your automation to benefit both you and your clients.

EMEA Agent/Advisor Webinar: March 24th 2-3pm CET

North American Agent/Advisor Webinar: March 24th, 11am EST

Chris Beck

Senior Manager, Customer Education Team

As leader of Hearsay's customer education team, Chris Beck develops and manages customer education materials and initiatives to help our customers succeed.

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