Explore how Gradient Solutions will work for you
Turn challenges into opportunities!
It’s time to change for a new method!
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.
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.
Customized implementation plans to achieve your goals
Our Project Management Team provides best practice recommendations, consulting for new business initiatives and streamlined departmental workflows to help you coordinate resources, identify lagging areas and monitor progress to meet timelines.
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.
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 allowing your team to reduce clutter and increase efficiency, all while benefitting from full traceability and accountability.
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.
Broker Management Systems Optimization
Latest Blog Posts
July 1, 2016
We often hear when working with insurance brokers across Canada that they “know their clients”, they know their employees are making sales and they know they keep hearing about lost clients and competition. They just don’t really know what is happening…because they are often basing their strategic decisions on anecdotal evidence (he said, she said, I think, perhaps) rather than an actual data. There’s a great quote we refer to often, which is ’Without data, all you have are assumptions’. So how do we get from anecdote to fact? Use your data! Simple enough….but what if the data is unreliable? […]
May 19, 2016
It’s popular these days to refer to the “3 Ps” of “something” when putting together a blog or white paper. To be part of that bandwagon, I will be discussing those “3 Ps” that I feel are most relevant: First thing you need to do is look at the 3 “P’s” within your brokerage and honestly ask yourself, “Are we truly driving a great customer experience (the eight points outlined by the Cranfield University study) through our people, processes (operations and technology) and the products that we offer?” The key to a successful transformation is to imagine the processes in […]
May 4, 2016
The sales paradigm: a new approach to an old profession Today’s insurance consumer is constantly exposed to insurance advertising. “Shop around! Find the CHEAPEST PREMIUM! You can get a quote in 10 MINUTES!” Notice they never discuss coverage details or claims service? I love asking clients, “If you arrive home one night and your house has been broken into, what would come to mind first? The premium you paid or the coverage you expect to have?” Trust me, it’s always the latter! And since when did “the best premium” become the benchmark of “the best broker” on social media? Why […]