For insurance brokers
How many times does a client request have to be chased before it gets done?
Renewals, document collection and policy servicing are full of follow-ups and handoffs. When work gets stuck, your team spends its day chasing progress instead of moving it forward.
The problem
Your team isn’t slow. They’re spending their time following up on work rather than completing it.
A single renewal or mid-term adjustment can pass through several people and several inboxes before it’s finished.
Each handoff is a chance for it to sit in a queue, waiting for information, a decision or someone to notice it.
Sound familiar?
Renewals depend on someone remembering to start them early enough.
Clients are chased more than once for the same documents or information.
Clients ring to ask where their request is, because nobody has told them.
Where it really sits
Where the real bottleneck usually sits
Most brokers assume the answer is more staff or a new system. Usually, though, work gets stuck at a handful of points.
Where a request changes hands
Where information is missing
Where nobody clearly owns the next step
Find those points first, and you can reduce the chasing.
Without overhauling everything.
Ready to see where work is getting stuck in your brokerage?
Take the Bottleneck Scorecard. In just a few minutes, you’ll see where requests may be stalling and which area to tackle first.
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