THE IMPORTANCE OF WELL-DEFINED WORKFLOWS
Well-defined workflows are the backbone of any successful insurance agency. They ensure consistency, efficiency, and accountability across all operations. Without clear workflows, introducing new technology can lead to chaos and confusion, ultimately negating any potential benefits.
A good workflow should outline each step of a process, designate roles and responsibilities, and include timelines for task completion. For example, in the prospecting phase, your workflow might include steps for lead generation, data entry into your Agency Management System( AMS), and follow-up communications. Each step should have a designated owner to ensure accountability.
Workflows also serve as a training tool for new employees, helping them understand their roles and how they fit into the larger picture. Moreover, they provide a framework for evaluating performance and identifying areas for improvement. By standardizing processes, workflows make it easier to implement new technology, as everyone will understand how the new tools fit into their daily operations.
ENGAGING YOUR EMPLOYEES IN TECHNOLOGY ADOPTION
The successful adoption of new technology hinges on employee engagement. If your team is resistant to change or doesn ' t understand the benefits of the new tools, the implementation is likely to fail. Therefore, it ' s essential to involve employees in the decisionmaking process from the outset.
Start by communicating the reasons for the change. Explain how the new technology will address existing pain points, improve efficiency, and ultimately benefit both the agency and its clients. Transparency is key; employees are more likely to buy into the change if they understand the " why " behind it.
BIG“ I” PROFESSIONAL LIABILITY ONBOARDING
September 2022
OUR AGENCY BELIEVES IN REDUCING E & O EXPOSURE
PROFESSIONAL LIABILITY.
Whether you’ re a seasoned producer, account manager or just beginning your insurance career, we developed some customized training videos that will help you better serve our customers and avoid potential E & O claims. We feature 13 core videos on topics that frequently drive E & O claims and are challenging topics for many agents. There are also several videos that are optional viewing on business income and workers compensation coverage.
The videos last between eight minutes and 30 minutes and provide insight into placing that type of coverage. Because agents’ professional liability errors and omissions( E & O) is such a widespread problem for today’ s insurance professionals, we want to ensure you view the videos to help avoid an E & O situation. The critical knowledge from our Big“ I” experts will also help you gain technical coverage knowledge you will use throughout your insurance career.
Please take the time to review these educational videos when you are able. If you have any questions or want to discuss, please reach out to your supervisor.
Just a warning: Reading the key takeaways and handouts does not replace listening to the videos. Click the play icon to view the accompanying videos and the PDF icon to view the handouts.
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C OMMERCIAL PRODUCER & ACCOUNT MANAGER
T R AINING GUIDE & O NBOARDING
R ESOURCE
Copyright © 2022 Independent Insurance Agents & Brokers of America, Inc. All rights reserved. No portion of this document may be reproduced in any manner without the prior written consent of IIABA ®.
The E & O Guardian Commercial Lines Producer Onboarding guide will take you through 13 core videos critical to your onboarding process and includes key takeaways and links to accompanying handouts.
Access to the E & O Guardian risk management website is an exclusive Big“ I” member benefit. Content may be accessed by Big“ I” members, with key resources reserved for exclusive access by Swiss Re Corporate Solutions E & O policyholders
* You will be prompted to login with your Big“ I” membership credentials to access this resource.
DOWNLOAD IT NOW AT https:// eoguardian. com / commercial-producer-onboarding /
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