From Chaos to Clarity: Building Workflows for Better Service and Productivity (Members-only content)

Webinar  
Wednesday, May 13, 2026 1:00 PM - 2:00 PM   iCalendar Central Standard Time

1 CE Hour

Members Only: Free

Instructor: Marit Peters

This course helps insurance agents and account managers bring structure and clarity to their daily operations by learning how to design efficient, repeatable workflows. Participants will explore how poorly defined processes create confusion, bottlenecks, and redundant work across producers, account managers, and service teams. Through practical examples drawn from real agency activities, the course demonstrates how workflow mapping can clarify responsibilities, reduce duplication, and improve internal coordination. Participants will learn how to use swim lane workflow diagrams to visualize how work moves across roles within an agency.

Webinar  


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From Chaos to Clarity: Building Workflows for Better Service and Productivity (Members-only content)
1 CE HourMembers Only: FreeInstructor: Marit PetersThis course helps insurance agents and account managers bring structure and clarity to their daily operations by learning how to design efficient, repeatable workflows. Participants will explore how poorly defined processes create confusion, bottlenecks, and redundant work across producers, account managers, and service teams. Through practical examples drawn from real agency activities, the course demonstrates how workflow mapping can clarify responsibilities, reduce duplication, and improve internal coordination. Participants will learn how to use swim lane workflow diagrams to visualize how work moves across roles within an agency.
May 13th, 2026
1:00 PM
May 13th, 2026
2:00 PM
Central Standard Time
Webinar