Kristi Anderson

Forty years ago, bookkeeping meant ledgers, calculators, and hours of manual entry. Today, cloud-based accounting tools give business owners real-time insight into cash flow, helping them make faster, more informed decisions, even as software subscriptions add a new ongoing cost. Supporting North Dakota small business owners and entrepreneurs for 40 years

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New episode alert! 🎧 Lindsay and Carey sit down with Trace Meek, third generation agency owner and founder of Ask Fetch, to tackle one of the biggest operational frustrations in personal lines: tech overload and the underwriting bottleneck. Trace shares why agencies get stuck chasing shiny new tools, how cluttered tech stacks create more problems than they solve, and why the real fix starts with identifying your biggest pain point before choosing a solution. This is a practical conversation about reducing friction, improving workflows, and making technology work for you instead of overwhelming your agency. Link here: https://lnkd.in/gGr2SX8P #BusinessRefocused #InsuranceIndustry #IndependentAgents #AgencyOwners #Insurtech #Underwriting #TechStack #AgencyOperations #AgencyGrowth #WorkflowAutomation #AskFetch

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Documentation for custom software is a lot like liability insurance: No one wants to invest in it, but you have to have it to protect your interests. The good news? (Yes, there is some!) ... Creating documentation for your custom software can help you avoid big headaches – and costs – down the road. Here's why and what you need to know: https://lnkd.in/gffs4Zkk. #customsoftware #customsoftwaredevelopment #customsoftwaresolutions #softwaredevelopment

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Insurance verification is the perfect use case for AI. Here’s why... Most front offices spend a chunk of every day hunting benefits across portals, waiting on hold, and re-typing details into the PMS—tedious, time-sensitive, and easy to mess up when the schedule is packed. Why AI fits this job so well: - High volume, repetitive steps. Same clicks, same fields, different patients. Great for automation. - Rules, not guesswork. Plan details map to clear fields (deductible, remaining max, frequencies/limitations), which AI can extract and place consistently. - Time-boxed work. Tomorrow’s schedule has to be verified today; AI runs in batches while your team helps patients. - Fewer tribal “workarounds.” Instead of sticky notes and memory, you get a repeatable workflow with an audit trail. - Cleaner data → better decisions. When benefits are current, treatment plans and patient estimates stop feeling like educated guesses. What “good” looks like: AI pulls the day’s patients, checks payers/portals, and captures benefits. It writes the structured results back to the PMS (notes + fields) and attaches a human-readable summary. Edge cases (name mismatch, plan ambiguity) are flagged for a quick human review, no rabbit holes. The goal isn’t to replace people; it’s to remove the drag so your team can focus on patients, case acceptance, and the experience in your lobby. If you’re exploring this, I’m happy to share a short checklist we use to evaluate verification workflows. #dentistry #revenuecycle #dental #automation #healthcareAI

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