The Value of an In-Office Business Assessment

The Value of an In-Office Business Assessment

Before seeking out a new technology solution, take the time to assess your current situation and identify what your business needs and priorities are. Do you have a clear understanding of how things are done today? Do you have this information documented or is it all in the minds of individual staff members?

Set yourself up for long-term success by analyzing what your business needs to grow. Think about how you can enhance the value offered to current and prospective agents. What is missing or needs to change to remain competitive? To start, conduct an audit of your current processes and systems and document the reality of how things are being executed, i.e., transaction management, accounting practices, security measures, paperless methods, agent communication, etc. This exercise will allow you to generate a list of must-haves and nice-to-haves which can then be used to assess how well a new technology solution may meet your requirements.

Although it may be tempting, be careful not to shoehorn yourself into a take-it-as-is solution for the perceived ease of implementation. Every business is unique, so a certain degree of configuration or customization should be expected if the solution is truly going to meet your specific requirements. Choosing a platform that most closely matches your needs and aligns with your long-term vision will drive the biggest wins for your business.

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