5 Employee Tracking Benefits for Your Insurance TeamDaily tasks of an insurance team revolve around one thing - processes. Processing new clients, processing claims, analyzing the financial reports and then repeat. All in all, it’s an intricate machinery and keeping track of its every part is more or less necessary for successful team management.

In order to track all your employees and have a better overview of all the insurance-related processes, you might have decided to buy software that monitors employees’ computer use. After all, apart from facing clients and generating leads out in the real world from time to time, the bulk of your team’s work is done digitally, so the best way to keep track of everything is with employee tracking.

Now, getting your workers on the same page as you about computer monitoring can be tough, but here’s a list of five things you should aim to communicate to them in order to make them better understand the value of using this system:

1. It’s Legal

Monitoring employees has been a feared practice among workers ever since it emerged, so naturally, the first question on their minds might be whether it’s even legal.

It’s important to answer these concerns and do it accurately. The law will vary from one country to another so make sure you study the relevant regulations before you implement the software. But, in general, employee tracking is legal as long as it’s done on corporate computers and, in some cases, with the consent from your employees.

Along with reassuring to your team that everything will be done according to law, you can also take the time to explain what you’ll be monitoring and why, as well as answer any questions they may have.

2. The Data Will Be Used to Improve Their Productivity

Employee tracking software isn’t essentially evil. You can help your employees understand this by explaining how it’ll be used. One of the benefits that employees are going to love as well is increased productivity.

By analyzing the processes that your insurance brokers and analysts do, you can figure out ways to get them to do more work while not overburdening them. For example, if you realize by tracking employees’ computer activities that one software is more efficient in processing claims than another, you can work to get all employees to switch over.

3. Time Spent with Clients Will Still Be Counted

As you know, there are quite a few client-facing roles within an insurance team. And, as you also might be aware, an employee tracking app only provides data on how employees spend their time on computers. Everything that’s not registered as active time is practically in the shadow for monitoring software.

So another thing your team should know is that, regardless of the fact that these ‘real-world’ activities won’t be colored green in their productivity reports, you will keep a record of when each employee had a meeting with a client or a long phone conversation about a new insurance policy, etc. Some systems, like Workpuls, allow you to fill in manual time (e.g. categorize half an hour of inactive time as a meeting), which is great for having all details in one place.

4. Claim Processing Targets Will Be Optimized

As we’ve mentioned before, a big part of the workload of an insurance team is taken up by claim processing. Employee tracking system aims to give you the data to effectively analyze these processes and better evaluate how much time they’re likely to take.

Your employees will appreciate the fact that the targets are going to be much more realistic from now on because they’re tailored to their own past performance and not some idealistic best case scenario.

In addition, the time tracking data will help you pinpoint which stages of claim processing could be optimized, or even automated, in order to make your team more efficient.

5. Manipulating Clock-Ins Will Be Much Harder

One more thing that’s crucial to mention to your employees is that you’ll be using the monitoring software to track their attendance. This will be done based on computer activity so that their first action is registered as the clock-in and the last one as the clock-out. What this means is that it might be much harder for them to manipulate their attendance track, either by buddy-punching or another method. Also, everyone on your insurance team will have much more trouble hiding the fact that they were late.


Insurance is a highly process-based industry and as such it’s very important to be able to optimize the claim processes, track employees’ performance and increase efficiency. Employee tracking software is one way to accomplish this, but in order for it to be effective, you need to get your team to understand its value too.

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