Setrics Tracker Operations | Insurance Playbook

Operations & Management Tools

Insurance Playbook

OPERATIONS IS NOW EASIER

Introducing automation for business operations.

How different would your business be if your operations were more automated? Introducing, operational automation from Insurance Playbook.

How much time would it save you? How much money would it make you?… To have all your operations-related challenges diminished by 80%?

How about increased throughput and productivity in all your results and increased consistency for starters?

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THE OPERATING SYSTEM FOR… BUSINESS OPERATIONS & MANAGEMENT

Custom Plan™

Develop a checklist or planning process and create a custom tool that will give you and your team clarity and confidence.

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Vendors™

Find a recommended vendor to help your business fill a need to achieve success. Vendors are from every area of business.

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Ideas™

Create a private forum for questions, support issues, customer service or otherwise across your business.

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Drive™

Store your files so that all staff memebers and contractors can access the files needed to run all departments in your businesses.

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Sensors™ (Platinum)

Cellular sensors and IOT devices that track and monitor any type of performance metric in your retail stores or buildings.

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Logins™

Track and securely store all your logins to every software or online provider across the business.

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Tasks™

Manage your “to-do lists” and tasks in this easy to use tool that helps you categorize tasks according to priority.

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Units™

This information manager will help you keep track of each of your units and how to get in touch with them.

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Security™ (Coming Soon)

Visualize all security threats in your business and mitigate cyber, physical, and administrative threats.

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Comply™ (Coming Soon)

Stay on top of compliance related to your industry and relationships with easy uploads, alerts, and simple verification.

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GET AN EDGE WITH NEARLY EVERYTHING… WITH A.I. THAT MAKES IT EASY