Improvement in efficiency
Recouped in HR productivity
Gradient Solutions uses a systematic process called Lean Insurance™ which, through Kaizen workshops, breaks down traditional ways of working and builds new streamlined processes that create the capacity needed to deliver exceptional client experience. Our program also includes a clear project plan to quickly get you on the right track.
You will learn
- Which of the 7 deadly wastes are affecting your efficiency.
- How to reengineer your processes to take full advantage of your technology.
- How much your organization will benefit financially from change!
- How to use our unique measuring system, allowing you to know what’s going on at all times.
- What your organization’s true productivity potential really is!
What would you rather hear around your office?
- “Having to do it this way is such a waste of time.”
- “This document has a mistake in it.”
- “Sorry, I don’t know where the file is.”
- “The quote is on your desk.”
- “Here’s the presentation you needed.”
- “Congratulations on getting the sale!”
The CPI Diagnostic will identify and plot your offices’ unique indicators, allowing for an objective assessment of your current situation. From that starting point, you can set attainable objectives and build a strategic plan using those concrete indicators as your guide. The CPI Diagnostic will outline any potential obstacles that could block your path to success and offer next step solutions.
- Evaluation of standards within the office (documentation, processes, coding)
- Study of job descriptions versus what’s actually being done
- Analysis of the work habits of your producers, CSR’s and support staff
- Assessment of time management and scheduling
- Review of functionality and usage of your Broker Management System, Portals, Website and all other technology
- Evaluation of current reporting features as a management tool
- Status of strategic plan and its ratification throughout the office
- Effectiveness of the sales initiatives including New Business Production and portfolio development
- The 3 R’s – Renewals, Retention and Referrals
- Client Segmentation and its role in day to day processes
Status shown as red, yellow or green based on impact.
Dangers if unchanged
Inaction results in unachieved goals.
Solutions designed to achieve desired results.
Desired results are achieved.
CPI Broker Dashboard and Summary – A sampler
The CPI Diagnostic begins with a two day in-house session that involves various members of your staff including Management, IT and Operations. Gradient Solutions will then compile and analyze the data, documentation and information collected, and create The CPI Diagnostic Summary.
It will be presented in a half-day onsite session with Management in the weeks that follow the study. The Summary will indicate those areas of concern, outline the risk factors should no action be taken, and incorporate a Next Steps Recommendation Report. The CPI Diagnostic Summary will guide your business in the right direction and give you the right information you need to reach your goals.
Gradient Solutions will work with your staff to establish protocols and plot the path of conventional processes to move them into a uniform, efficient and streamlined paper-free workflow environment.
When the physical files in your office are replaced with a document management strategy, a modern, flexible work environment is created.
- An environment that facilitates business development.
- An environment where your client files can be accessed even if your office cannot. Servicing your clients and ensuring business continuity are key factors in any Disaster Recovery Program.
- An environment where space-filling file cabinets are replaced with productive employees advising clients and generating sales opportunities!
- An environment that can transition bulky Commercial files to move seamlessly and virtually from one ‘desk’ to another at the click of a button.
A good environment to work in!
At this time, a password is required in order to view the video. If you wish to view the video and have not been given a password, please contact us.
Did you know?
Employees spend on average 12 minutes processing a document.
- 9 minutes are spent looking for the document, handling it and filing it.
- Only 3 minutes are spent on the actual content.
What could your employee do with that 75% time savings?
- Close a deal?
- Advise a client?
- Negotiate a contract?
Book a 15 min meeting, or contact Sean Mulcair directly.
1-888-376-2566 ext. 102