Blog & Resources

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Unlocking Efficiency: How Standardizing Your Intake Process Saves Time and Boosts Productivity

February 15, 2024

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Consistency as the Foundation of Your Intake Process

February 8, 2024

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A Guide to Standardize Your Intake Process with SOPs

January 25, 2024

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Personalize the Intake Journey: Using Surveys and Automation to Connect

January 18, 2024

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Saying "Yes" to Both Efficiency & Empathy

January 11, 2024

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When Not to Use Automation: Explaining Deductibles & Benefits

December 21, 2023