Building and Running a Well-Oiled Machine
Each day, you are bombarded with distractions.New tasks jump up in your face and derail you from focusing on the two or three things that only you can do: From the necessary marketing activities that drive new prospects to your firm, to creating an extraordinary experience for your guests. On top of that, there’s the new business processing and servicing existing clients. Emails, phone calls, and paperwork. Yikes! Your business needs a well-oiled front and back office team to support you.
Your front-office team handles tasks and activities that must be done prior to the signing of an application. Your back-office team handles everything from the moment the application is signed through the lifecycle of the client. Lets have a look at the front office first.