Organized and consistent workflows contribute to the profitability and success of every agency. Your operations should support strong productivity and optimal customer service. Our consultants can evaluate and update your existing procedures, establish agency standards, and help minimize errors and omissions exposure. We take the time to interact with your staff and observe existing workflows to create recommendations that can be tailored to your specific agency situation.
- Eliminating redundancy and unnecessary keystrokes
- Streamlining workflows
- Creating standards which will help employees meet management’s expectations
- Utilizing your technology, including your agency management system
- Helping create more meaningful management reports
- Establishing checks and balances
- Creating an internal quality control program to assure compliance with standards and procedures
- Evaluating work distribution and supervision
- Developing an internal Errors and Omissions loss control program
Our services can be provided on-site in your agency, or remotely using technology to perform a virtual office visit.
|Category||Sales & Management Consulting|