A great product to help your team thrive!

We are an Insurance Agency and have used ActivTrak to accomplish several things for our team. 1) To measure our team's workload. To make sure they are not running at maximum levels for long periods. 2) We use the screen capture as a backup to our E&O. We've had times that ActiveTrak captured confirmations from our carriers that changes have been made, only to find out later that the submissions didn't go through. The screen capture has provided proof that we did indeed process the change. 3) To help efficiency and workflows. Seeing how our team navigates through their work has allowed us to train and find better options for how they are doing work. It isn't only about getting more done but having our team spend less energy (emotional or physical) working through their daily tasks. and 4) tracking our team's performance as they work remotely. While we have a great team we can trust, it is good to verify and reward those who are performing well.

The biggest thing is seeing workflows and being able to train our team better to be more efficient and to structure initial training to help people move through things more easily. We have also been able to monitor what sites team members are getting lost in or spending too much time on and restrict where needed.

We've been able to shift team members' responsibilities to balance things out. We found out our team spent 25% of their day quoting and hired someone to offload those responsibilities.

We have been able to see how multiple team members do things and then taken best practices from each of those and rewritten manuals to become more efficient. We have also found the sites that are sticky or cumbersome to navigate so we can address it with the hosts on how they could fix their sites for better flow.