Learn what you need to know in order to begin building and documenting your internal workflow processes.

Clearly outlined workflow processes can benefit a brokerage in many ways. Once created, a well-documented workflow can reinforce standardized coding, clarify roles and responsibilities and reveal amazing opportunities for improvement.

Adding key performance indicators and metrics to a workflow can also help us better understand where our processes are improving the customer experience or driving the customers away!

During this one-hour webinar, we will discuss the key components of a workflow design; the concepts, the prep work that needs to be done beforehand and the thought process behind a good build.

Recommended for brokers, managers and those responsible for operations.

$27 each additional registrant.



Date: September 12th
Time: 9:30AM-10:30AM
Location: The comfort of your office
Accreditation Hours: 1 Management Hour
Facilitators: Gradient Solutions
Contact for more info