Building your workflows – Part 2

The training you want, the credits you need.

Scroll to the bottom of the page to get started.


Building your workflows – Part 2

So you’ve built a workflow – now let’s REALLY look at it!

In order to create a more effective workflow, it is important to analyse the CURRENT workflow so that we may:

  • Identify those steps which are VALUE ADDED vs. NON-VALUE ADDED steps
  • Identify areas of WASTE in the workflow
  • Identify how the workflow can be rebuilt to REDUCE WASTE, REDUCE NON-VALUE ADDED Steps and DRIVE VALUE to the customer


This course is targeted at all employees or supervisors who oversee operations within a brokerage firm, although collaboration from all team members may be required. The workflows addressed can be for Personal, Commercial, even administrative (i.e. Accounting) workflows. The skills and methods are transferable!

Download handout

Contact us about taking this course live (webinar or onsite)

Course plan

General information:

  • Title of this activity: Building your workflows – Part 2
  • Length: 1 hour
  • Continuing Education Credits: 1 RIBO credit in Management / 1 AIC credit in General
  • Targeted clientele: Anybody who plays any role in a company and who wants to better understand how work moves and flows throughout the office.
  • Training material: All of the participants will receive a training manual. The facilitator will use a Power Point presentation as a visual support.
  • Learning strategies: This course is deployed as an interactive lecture, with several group discussions. The participative style of presentation is very important with these types of sessions in order to fully implicate all of the participants in the learning process.

Main objective:

  • The main objective of this course is to give concrete tools and methods to identify areas of opportunity that can lead to the creation of more effective workflows and ultimately improve the customer experience.

Specific objectives:

At the end of this session, the participant will be able to:

  • Identify Value added vs Non-Value added steps in a workflow
  • Understand the ‘7 Deadly Wastes of Insurance’ and identify them within their current workflow environment
  • Understand the concept of reducing or eliminating waste in a workflow while driving customer value


  • The participants should first take the GSI course ‘Building your workflows – Part 1’ and bring with them copies of any workflow created during that course.

Course Materials

1 RIBO credit in Management / 1 AIC credit in General

To start the course, click the first lesson title in the table above.

View all courses

Available formats
  • Live webinar
  • Online video
  • Onsite
  • 1 RIBO credit in Management / 1 AIC credit in General
Share Facebooktwitterpinterestlinkedinmail
  • $50.00 tax incl.
Share Facebooktwitterpinterestlinkedinmail