Workflows and Procedures

Every agency recognizes the need for and benefits to be gained from having workflows and procedures that optimize performance and provide extraordinary customer service.

However, the task of updating or creating the procedures often falls to an internal staff member who has neither the time nor the resources to complete this somewhat arduous task.

Procedures aren't just the 'how' of entering transactions in the agency's management system; they're also the 'why' or the philosophy of how the agency wishes to handle its various tasks. Consistency is crucial to provide an equally positive customer experience for every client along with the increased productivity that results from following the same method transaction to transaction. We offer two different solutions:
  • Customized procedures that are system-specific, created on-site with your staff providing input; or
  • Procedures templates for Commercial Lines and Personal Lines that you can customize yourself