Avoiding time-wasting technology traps

More group risk insurers offer online quotation and administration management systems than ever before. As a marketplace, we are catching up with what individual and pension providers have been doing for years. However, there are still advisers out there who think the traditional approach is the only way to do business in this area. Are they thinking logically? As a starting point, it is worth segmenting clients in terms of size and remuneration, as specifically transactional SME client work is hard to justify when looking at the time spent to earnings ratio. Producing a word docum...