How to Get Your Insurance Team Communicating Effectively

By BroadVision Admin on July 07, 2015

The insurance world is a whole lot of hurry up and wait around. When things are moving, they are moving quickly and decisively. When they aren’t, well they aren’t. That makes communicating in the insurance environment challenging. How can you get your team communicating and collaborating more efficiently and effectively? Here’s your guide.

Decide How Much Context to Provide


Team communicating
Time out! Do they really need all that background info, or are just the current facts enough?


A lot of time and effort can go into providing lots of background info and context when it isn’t necessary. When you’re drafting any form of communication, whether it’s a meeting or an email, determine exactly how much context this particular person or group really needs. If it isn’t necessary, save time and effort and just leave out the background info and setup.

Get to the Point as Quickly as Possible

That point leads directly into this one: people want you to get to the point as quickly as possible. Sometimes, they need a lot of detail in order to make a decision or take some form of action. Other times, it isn’t necessary. Decide what the recipient of the communication needs to know, and deliver only that information. They can always ask for more if they need it, but the time wasted on inessential info can’t be revived.

Time Your Messages Properly

Team communicating
Does your boss need to know about this problem immediately, or would she perhaps take it better over tomorrow morning’s leisurely cup of coffee?


When is the best time to deliver a message? Our text messaging and social media interactions have taught us that the best time to communicate any thought is the second we have it. But that, too, leads to a lot of waste. Sometimes, with some time, we come upon the answer we need or think of another angle to the situation, or perhaps the situation resolves itself. Before firing off unnecessary communications, give it time. When you do deliver the message, make it at a time when the recipient can give it their best attention.

Determine Who Does and Doesn’t Need the Message at This Point

It’s also become a habit to shoot off emails to a whole team or department when only one or two folks even need to worry about the issue. Before you cc the entire group, or worse, hit the “Reply All” button, stop and consider who really needs the information and who doesn’t need to be bothered.

Deliver the Message Via the Best Channel

Communications that take some back-and-forth and time to hash out might require a meeting or phone call. Something important, but not urgent, can be communicated via text message. Instant messaging is handy when you have an urgent something to discuss. Don’t fall into the habit of IMing about an issue that can wait until later today or tomorrow, and don’t pick up the phone or summon a meeting for something that can be resolved in a couple back-and-forth messages.

Modern teams have developed bad habits when it comes to choosing what channel to communicate which information. Vmoso is a tool that can get those communications back on track. This unique social media-based communication and collaboration tool is ideal for restoring order to your insurance team’s communications.

To see a demonstration of Vmoso and how it can benefit your insurance team, visit the BroadVision website today.