Select Your Admin Tasks
Check the tasks you currently do manually. We'll calculate how much time Christine can save you.
Voice note from the car: 'Delgado family—quoting auto for 2 vehicles, 2019 Honda CR-V and 2022 Toyota Camry, plus homeowners at 456 Maple, want $500 deductible, currently with Geico paying $2,400/year'
45 min/weekAutomatable45 min/weekAutomatable'Draft an email to the Delgado family comparing the 3 quotes—Progressive at $185/mo, State Farm at $192/mo, Safeco at $178/mo—recommending Safeco for the best bundle discount'
1h/weekAutomatable1h/weekAutomatableSnap a photo of the $65 E&O insurance CE course receipt and Christine logs it under professional development expenses
30 min/weekAutomatable30 min/weekAutomatable'Schedule 15-minute renewal review calls for all November renewals—start with Mrs. Kim on October 20 and the Patels on October 22'
40 min/weekAutomatable40 min/weekAutomatable'Remind me 30 days before every policy renewal to pull current rates and check for better options across carriers'
25 min/weekAutomatable25 min/weekAutomatable'Update the Delgado file—they chose Safeco bundle, auto policy #SF-4829173, homeowners #SF-7291046, effective April 1, annual premium $2,136'
50 min/weekAutomatable50 min/weekAutomatableActual face-to-face or phone conversations
2h/weekManual only2h/weekManual onlyCore professional work that requires your expertise
0 min/weekManual only0 min/weekManual only
6 of 6 automatable tasks selected
Your Time Savings
Per week
4h 10m
Per month
18h
Per year
217h
At your rate of $55/hr, that's $11,935 worth of time recovered per year.