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suryachoudhary published in Technology

Ultimate Policy Management Software evaluation checklist

Technology has become a leading competitive differentiator for insurance agencies. As such, insurance policy management software has emerged as a leading insurtech solution. It helps businesses leverage automation in order to stay ahead of their competitors. However, with an array of options available in the market, choosing the best insurance policy administration system for your business isn’t easy. Read on to find the important points to consider when choosing the right policy management software for your business:

Features

If you are looking for a good policy management software for your insurance agency, you must consider if it has the essential features and functionalities. There are a number of insurance policy administration systems available at different prices with different features. A number of these systems offer additional modules for added functionality.  Depending on your current needs and future goals, you need to make a list of all the must-have and nice-to-have features.

Long-term usability

When choosing a new insurance policy management software, long-term usability is one of the most essential factors to consider. The software you choose must be able to quickly and seamlessly adapt to your changing business needs and requirements.

A number of new and emerging insurance agencies start by using basic tools, but as they evolve and expand, they are forced to move to advanced software applications. This can often lead to an enterprise-wide disruption and is also a rather costly affair. Therefore, it is important that the policy management system you go for is scalable and flexible enough to adapt to your changing needs.

Moreover, irrespective of the number of features and functionalities the software offers, if it is not user-friendly and intuitive, the employees will not be able to make the most out of it. Hence, you should pick a product that is easy to use and navigate.

Secure access

For policy management software to be truly useful, it must offer complete security and accessibility. Or else, critical policy-related data and information can easily get accessed by anyone. To keep the cyber threats at bay, you must choose software that is equipped with next-gen security features and protocols like data encryption, authentication, and password policy.

Nowadays, few business decisions are made by teams of individuals sitting in a conference room. They are made on the move, in airport lounges or hotel rooms and between employees connected remotely across the world. Hence, the insurance policy administration system you choose must allow for mobile accessibility as well.

It will ensure that employees can carry out their duties in real-time, irrespective of geographical barriers.

Support and training

Employees are the key to unlocking the success of insurance policy management software. Proper and adequate training is critical. It offers the information, practice as well as involvement required for the workforce to use the system to the best of their abilities. You can either opt for a vendor who offers training for the new software users, or you can train your employees in-house.

Moreover, make sure your insurance policy administration system partner can support you as and when you need to overcome challenges. With the right assistance, you will be able to properly leverage and capitalize on your new investment. Bearing this in mind, pick a solution that offers the kind of product support you need, be it help center, ticketed support, or chat.

Conclusion

Picking the right insurance policy management software can have a profound impact on the prosperity and success of your business. Invest your time and effort into proper research and use this checklist to get the most out of your investment. 

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Rizwan-Techloyce published in Business

How CRM-Enabled POS Systems Can Help to Boost Your Business

One of the most challenging things in today’s world is managing sales, especially receiving payment from customers when using multiple payment methods or purchasing online. Moreover, paying with cash has been long gone, and the fear of contamination has forced people to go cashless, and it is here to stay.

So, the solution that you need now is to have multiple payment options in place that can save you from the on-spot hustle and embarrassment. And, instead of opting for a payment method, it is recommended to implementing CRM that offers complete POS support.

Hold on! you won’t have to search for the application because I have done that for you. Here is a brief review of Odoo’s POS application. If at any point you think that it is what you need, then you can consult any Odoo partners USA and Odoo CRM Consultant or contact Odoo Customer support directly. Besides, you won’t have to visit any office because thousands of Odoo Consultants working globally, so you’d be able to get a fair price for either implementation or customization.

Here you will find a complete introduction of what POS is, what features it offers, and a short brief on how you can set up your store from scratch.

What is POS?

POS is a Point-of-Sale application that was designed by Odoo. It is a complete solution that aims to organize and manage the sale, accounting, and stock from the inside. However, it goes beyond the retail shop and can be used by restaurant and bars. The best thing is, by using it, you can design, customize the floor and organize the table to manage order and send it directly to the kitchen to process.

Moreover, you can connect multiple devices to your system with the help of IoT and go cashless. And, you can also scan your customers’ vouchers, distinguish between loyalty cards, and offer discounts.

Features of POS

If you wonder what a POS application implementation can offer to your business, then here are some features that will surely help you make an informed decision.

  1. Service multiple customers at a time. If you have more than one counter like in a grocery store, then you can entertain your customers simultaneously. Moreover, with central inventory integration, you won’t have to worry about quantity synchronization.
  2. Multiple Payment processors and management is the second best feature. It allows one to charge customers via online wallets, credit & debit cards, bank transfers, etc. Along with this, you can also operate in cash. In a nutshell, it supports online and off-Line
  3. In addition to the receipt, you can also create an invoice for your customers. If the data is not available, then you can create one and print it.
  4. Like we said before, no matter how many customers you deal with simultaneously, it will always show you real-time inventory statistics and quantity reports.
  5. If you are offering specific discounts or promoting an event for your application users, you can offer a discount by scanning barcodes and coupons.
  6. Just like creating a user profile, the Odoo POS at Techloyce offers an easy-to-use interface that can help you create an online store along with a detailed catalog and synchronize it with your inventory and store located all over the city.

How It POS Work?

The POS offers an easy-to-use interface that helps you navigate and set up a store without any problem. You can create and enable multiple payment options from ‘configuration.’ In addition to this, you can set up parent product categories along with subcategories of products. Here you can insert product photos, and names and mention the quantity in hand.

For on-spot payment, you can go into the ‘Configuration’ design floor plan, set up your POS payment option, and many more. In addition to this, you can customize your header and footer by inserting logos, thank you a message, and other significant information, including store location and cashier’s name.

Lastly, the dashboard allows you to create a ‘new session’ and put a particular bill. Along with this, you can opt for cash, bank transfer, and other payment options.

Parting Words

Unlike in the past, managing multiple stores simultaneously doesn’t need to be a hustle. Moreover, if you are worried about sharing numbers with your accountant, you can create a profile and access the accountant. This way, things will be smooth.

In addition to account management, you also need a wide range of payment options in place that support cashless transactions, along with online order taking and processes. For all of this, you can use a single application known as POS. Not only that, you can schedule inventory replenishment, manage orders and deliver goods from the comfort of your office.

Lastly, the data pooled from different store locations helps in drafting comprehensive reports. But the key to a successful implementation of POS lies in consulting certified Odoo CRM Consultants.

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williamsro119 published in Technology

Various Issues Of Rockspace Range Extender! How To Promptly Resolve It?

I used to use a wireless router in my house but my house is very big so that I do not get the proper range of router. As soon as I connected my device to the wireless router signal, I used to see a weak signal so I couldn’t enjoy the network signal. So someone advised you to install a wireless range extender with your router because the range extender increases the range. But the extender should be such that it is compatible with all the devices and enhances the network signal of all. Then you usually use the Rockspace range extender because it is widely compatible with all brand routers as well as all networking devices. The network signal range of this device is powerful & more reliable. 

Moreover, the Rockspace wireless extender extends wireless network coverage & boosts your internet WiFi coverage. It easily attaches to any device and then enhances the network signals. But the extender should be such that it is compatible with all the devices and enhances the network signal of all. The installation of the Rockspace extender is very simple & no wires, power adapter, the power cord is required to install the extender. 

Resolve various issues of Rockspace Range Extender

Sometimes some issues arise while using the extender device due to which we cannot get WiFi network connectivity from this device. If you want to enjoy a high-speed WiFi network, then you have to solve the problem related to it, then only network connectivity will be available. First, you have to see what is the problem with this extender, after that it has to be resolved.

Problems of the Rockspace wireless range extender:

Extender does not deliver a stable network range

LEDs indicator light orange

Not connect to the existing router

LEDs light solid red

Range extender no signal

Resolve the various problems related to the rockspace WiFi extender:

Modify the network name & password

If the network range is slow or you face an interrupted network signal then you know about how many devices connect to the range extender. If many devices are connected to this device without your permission then you need to disconnect it. If you wish to disconnect the device then you should modify the network password. If you change the network password of the range extender then the device is disconnected automatically. If you wish to change the network password then, simply visit the setting of the range extender. Under the wireless setting of the extender device, you will get the password & SSID section. Click this option and then erase the default network name & password, afterward, type a new password & network name. And this information will be saved after clicking the save option. 

Relocated the wireless range extender

If the network connectivity is slow or your existing router disconnects repeatedly then you need to relocate the position of your extender. Because many times the position of your range extender also creates the issue. If you really increase the range of your wireless device then you select the position near your wireless router.  If your extender is in one room and your wireless router is in another room then the network connectivity is slow or your router disconnects. To resolve the issue you need to resolve the position of your range extender. 

Update the Rockspace Range extender firmware in the latest version

Sometimes the LEDs light of the range extender blinks orange that means the firmware version of your device is outdated. If you wish to resolve the orange light issue you need to update the extender firmware to the latest version. Open the web utility in your network-connected device and insert re.rockspace.local. Then enter the login admin password and login into the account. Afterward, select the firmware option and then quickly update the firmware with the firmware file. Although, after login to the account you easily perform the rock space wifi extender setup in a hassle-free way.

Ensure the connection

If the LEDs light of the Rockspace range extender device is red then you need to ensure the connection. Because many times the connection is loose or not correct then the light solid red. If you wish to resolve the red light issue then you can make the connection again in a proper manner. Afterward, the red light issue was accurately resolved. Take a new cable because the old cable may be broken or damaged then it cannot make the connection. While using the new cable, you quickly make the connection. 

Reset the extender 

If the Rockspace extender is not functioning well or does not deliver the stable network range then you can perform the reset of this extender device. Because reset is the best option to resolve all the issues related to the extender. With the reset button, you easily perform the reset. This button is placed on the bottom side of the range extender. 

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