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How Gradient Solutions will work for you:
eFLO
Being paper-free means more than making fewer copies...
eFLO is an electronic workflow system that lets you have control of a file, without the physical documents.

  • Manage and move documents virtually.
  • Less clutter, increased efficiency.
  • Full traceability and accountability.
SCORE
Sales and service are by design not by chance!
SCORE is a comprehensive in-house training program.

Phase I:    Guides your Personal Lines staff to compete successfully with Direct Writers.

Phase II:   Guides management and staff to transition the Personal Lines business objectives
into an executable plan.
CPI Diagnostic
In-depth
diagnosis of
operations
The CPI (Core Performance Indicators) Diagnostic is a comprehensive analysis of current operational structure.

It identifies those CPI's which are at the heart of your business and uses them to set attainable objectives and build a strategic plan.
Web Performance Optimization
Building a successful web strategy starts here.
WPO helps brokers turn the corner with their web initiatives and realize the gains they have been expecting.

Assessing, evaluating and improving your firm’s web strategy can be accomplished by implementing our simple three step process.