Procedures Development

Create a written procedures manual for any one department.

• Live development Process – We type it up as it is discussed and agreed to by agency staff members.
• Process normally involves significant amounts of training/review of Agency Management System functionality as specific topics are discussed / debated during the development process.
• Agency management system Activity & Attachment Based
• Includes the core procedures like:
  • New Business
  • Renewal Processing (usually 2 or more for things like marketing of account vs. automatic renewals vs. specialty programs, etc.)
  • Endorsements
  • Audits
  • Cancellations (usually multiples including Insured’s Request, Non-payment, Carrier non renewal, etc.)
  • Claims
  • Agency Specific recurring items (Loss Control Notice handling, Walk in Cash Receipts, Mail Handling for Front End Scanning)
• Includes Appendices like:
  • Screen & Field requirements (Client Detail, Policy, etc.)
  • Agency Specific Naming Rules (Customer Coding, History Naming, etc.)
• Modification of your agency management system is done ‘live’ during the 5 day process as those items are discussed:
  • Form-letters
  • Activities
  • Attachment Categories, Sub-Categories, & Default description
  • Specialized Transaction Types
• Includes clickable links to “how to” instruction pages if the agency has such workflow documents already purchased or created.
• Final manual can easily be saved to Agency Intranet.
• The resulting procedures manual is a management tool; a rulebook that lets the staff know the ‘what’ and ‘when’ of your expectations for them.