How insurance brokers can use Excel to work efficiently

Key quotes:

• "Unlike traditional times, modern companies use health insurance claims management software to simplify the entire adjudication process."
• "Policyholders can rely on those companies that automate their entire claiming process with an application that leaves no scope of error."
• "This new method is more effective, reliable, and faster than comparing and linking several documents, excel sheets and reports to process claims."
• "For the companies who process thousands of claims every year, speed and accuracy are the top requirements."
• "DataGenix is a company that analyzed the working of claim processing companies very well to program their ClaimScape health insurance claims management software."
• "ClaimScape supports various features to share and audit reports, check eligibility, manage profiles, customer service, and provider management."

Key quotes:

• "They are on the lookout for long and fulfilling insurance careers and insurance agent jobs."
• "It is the first step you need to do to start your insurance career as a professional."
• "Most insurance agents work in three major areas of the industry: If you’re searching for the best entry-level job, being a P&C insurance agent would be the right fit for you."
• "An insurance agent ‘s main job is to help customers identify their risks and find them a product that best suits their needs."
• "Requirements and relevant skills: Being an insurance actuary is one of the highest paying insurance jobs in the market."
• "A ccording to the US BLS , the insurance market has 25,000 actuaries as of 2018, compared to 475,900 insurance agents."

Key quotes:

• "You will be able to house all of your marketing strategy, content, social scheduling, analytics and reporting, sales, contacts and client relations under one roof and in a simple, clear and orderly fashion."
• "You’ll be able to quickly and easily break down every component, report every metric and analyse performance of your marketing efforts and sales funnel."
• "You’ll be able to create easy to read reports that depict important metrics that you might have found difficult to measure before, such as number of visitors converted to leads by specific buyer personas, number of specific buyer persona leads convert to Marketing Qualified Leads, number of specific buyer persona MQLs convert to Sales Qualified Leads and number of specific buyer persona SQLs convert to Customers."
• "The system will allow you to quickly and easily manage your sales funnel, guiding leads through the process from one lifecycle to the next as those leads are ready."
• "This means that the content on your website is personalised and consistent at which life cycle stage the potential buyer is at in your sales funnel increasing the chances of them converting into a customer."

Key quotes:

• "Here is a snippet of the Excel template into which I am going to be writing: And, here is my JSON data source file (for now): From the sample JSON, you can see that I am going to attempt to change cell C9 to “Sample Broker Company, Inc.”, so I will write a test case that can read the Excel file and check the value in cell D9."
• "This test case will open the file, select the worksheet, and test the value of cell D9 to see if it matches “Sample Broker Company, Inc.” For the code, we need to add a couple of steps."
• "With a few modifications, we can adjust the code to call a simple function to select the worksheet and cell for multiple values in the JSON (we can still use the same test case to test)."

Key quotes:

• "There are several parties this would benefit from healthcare and insurance providers implementing good big data and data science techniques focused on improving their patients health and reducing costs."
• "One reason for such high healthcare costs is because some doctors and hospitals utilize a technique called upcoding."
• "There are actually consultants that specialize in helping hospitals charge both the insurance brokers and YOU the patient more money."
• "In the end, the result could help reduce healthcare costs and ensure patients are being properly treated."
• "Using products like calorie trackers and fitbits could help doctors and hospitals predict and pretreat patients that have CKD and are at risk of diabetes and hypertension prior to occurrence."
• "Similar to the way Google and Amazon have various algorithms that break us down into various target markets to know what ad to show us next or what video we want to see."

Transcript: Well hello once again so today I'll be showing you my money manager this is a checkbook and a budget in one so it manages your money is most efficiently as I can see fit does take a little bit of discipline to put all your expenses and all your incomes into this document but once you get into the hang of things it becomes a habit that you just kind of get used to I mean I've been doing this for four years so if you want to go straight into how the document works and where you can download it you can go ahead and click on this time stamp here and I'll make sure that you fast forward right to that part of the video but basically the reason why I made this document is the day I turned 14 my dad said son you just made a lot of money and I've made like $400 that year for my birthday and he was telling me that you can spend it on whatever you want to spend it on but I just want you to be able to tell me where the money went and I was... See more →