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.

Gradient Solutions’ uses a systematic six-step process called Lean Insurance™ which breaks down those traditional ways of thinking and builds new efficient and streamlined processes that create the capacity you need to deliver exceptional client experience.

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.

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.

Our Project Management Team provides best practice recommendations, consulting for new business initiatives and streamlined departmental workflows to help you:

• Coordinate all resources related to the project.
• Identify lagging areas requiring follow up.
• Monitor progress ensuring project timelines are being met.

Even today, some companies have not yet realized the advantages and potential of a web presence.

WPO (Web Performance Optimization) is a method developed to help brokers turn the corner with their web initiatives and realize the gains they have been expecting.