Operational Processes and Workflows

What is the secret to a thriving, prosperous brokerage? It’s an organized workplace with staff members who have clear goals and specific job requirements that allow them to direct their energies towards driving revenue.

Our five day on-site programs focused on commercial and personal lines solutions Program (The CLIPS and PLT Programs) are custom designed to suit the unique needs of brokerages of any size and will create new workflows and processes for staff to improve productivity and efficiency. The programs focus on five main areas: renewals, endorsements, new business, claims and certificates. We define the producers’ role surrounding these five areas and develop clear working structures for the CSR workflows around expiry review, segmentation, remarketing, rewrites and retention. Once an organized office system is in place and time management systems are established to eliminate backlog and reduce E&O exposure, taking advantage of revenue generating opportunities becomes possible.

In addition to our highly regarded CLIPS and PLT programs, MIHI can also assist you in the development and implementation of a VIP department.