This article covers off on an important part of every PI firm’s business day. It will show you how much time can be spent on this particular activity, why it’s unnecessary and what you can do about it. The aim of this article is to introduce you to some concepts of automation that may not be present in your PI firm and present to you that you are losing growth opportunities as this involves the very team that grow your business – your account representatives.
Every PI Firm we first meet that is engaged in quality surveillance operations blows a lot of dough each day updating their clients with fancy word processed version of an ‘update report on subject activity’.
This is a necessary and useful part of the process as it keeps the adjustor up to date with progress and gives the account rep the opportunity to discuss extending the investigation based on the update provided.
To do the process well using a word processor is time consuming. Let’s say your software gets you some of the way there, how long each day do your account reps spend producing the updates? Let’s assume it’s 5 minutes per file since they’re all fast at your business. Let’s assume most reps are running 20 updates a day. So we’re looking at around 100 minutes per rep per day. That’s a lot of time. Considering most working days are a minimum of 480 minutes, your reps could be blowing as much as 20% of their time clicking, copying, pasting, dragging, dropping, tuning these reports before updating each client each day with the good news.
What our product PiMS provides is a tool that can instantly create these case updates from all the pertinent case facts (comments, notes, data, photos, etc) and the information uploaded directly from the field by the operative.
The generated case update is a neat, consistent, nicely presented PDF or DOC that can be instantly digested. Your clients will appreciate that you are not wasting their time with the update being high quality, consistent and instantly absorbed.
So what do out customers account reps do with all that spare time? Play computer games? No. Surf facebook? No.
They get more clients of course!
Our experience
We’ve known, from our industry experience, that this is a crucial part of the investigation delivery cycle and have been working hard to reduce it to a simple, fast and consistent process.
We’ve won prizes for this sort of work (see picture below) and have saved all of our 34 clients considerable time and money with technology like this.
Polonious won a Silver award for BPM excellence
This prize was awarded for business process re-engineering (a combination of Polonious software and deep understanding/improvement of how IMAN’s business processes work). The case study in question saves our client IMAN Insurance 60,000 hours of employee time per annum. This equates to $2,400,000 each year at their current workload.
Take advantage of our experience..
If you’d like to know more about what PiMS can do for you, talk to Rick, our President of US Operations. Before he joined Polonious, Rick was a senior executive at a nationwide Private Investigation firm. His ability to understand your business quickly will provide you with list of hard and soft savings this unique product provides. Rick’s number is 561.515.6040.
Alternatively, fill out our contact form, and we’ll be in touch:
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