Looking for the solution to your workflow management woes? We’ve got the answers. Follow these three simple steps to help your agency run better, faster, and smarter.

Audit your workflows

No matter the “it,” the ways it’s always been done isn’t necessarily the best way. Take a look at your current workflow practices and ask: “is this the best way?”. Pay attention to tasks you perform the most, such as:

  • Data entry
  • Certificate creation and distribution
  • Document storage and organization
  • Service call recording

Once you’re audited your workflows, train your staff to use the most efficient paths

Utilize time-saving tools

As you audit your workflows, see if you’re using the operative time-saving tools available to your management system. Essential elements include:

  • Carrier downloads for daily, automatic updates to both personal and commercial policy information
  • Integrated systems like accounting and email syncing, saving you from entering data twice or forgetting to add important information to your management system
  • Customer portals allowing insured to access and update their policy information in real-time, saving you form acting as the middle-man

Read more on the benefits of a customer portal from IDR, ACT and AUGIE’s digital technology campaign

Establish workflows for each role and employee

One size does not fit all with workflows. Common tasks and best ways to access information vary by role and employee. Producers want to view and edit prospect profiles and track engagement. CSRs look for the fastest way to access current customer information and policy updates. Both have specific, but different, workflow needs.

Similarly, each employee has a different way of using your agency management system to get the same information. Here’s where personalized workflows come in. Elements like custom dashboard and tracking views and multiple paths for common actions give your staff the freedom to optimize their personal workflows. This simple bit of freedom helps your team work happier and better.

BONUS: Lean on your management system provider

No one knows more about your management system than your provider.

We provide both online and in-person targeted training and work side-by-side with our clients to make enhancements and updates to the Partner XE agency management system. And we connect our user community through Regional Learnings, encouraging agencies to share tips and tricks on how they maximize Partner XE in their agency.

If you’re not part of the PXE community, contact us to find out more and get connected. You can reach an SIS sales representative at [email protected] or 800.747.7005, Option 6.

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