2025 INSURCON Session: Where’s the Front Door? Building Repeatable Agency Processes
JW Marriott San Antonio Hill Country Resort & Spa, San Antonio, TX Visit Website
Tuesday, June 24, 2025
10:00 AM - 11:00 AM
iCalendar
Central Standard Time
Join Casey Nelson - Director of Consulting Services, Catalyit, for Where’s the Front Door? Building Repeatable Agency Processes That Actually Work
No CE
This session is part of INSURCON 2025 - Register to attend INSURCON 2025 to attend this session!
Ever asked your team, “What’s our process for that?” and been met with blank stares or five different answers? You’re not alone. This session explores the real-world benefits of defining and documenting agency processes—from consistent expectations and accountability to better tech utilization and tracking results. We’ll introduce the Front Door Theory—a simple but powerful concept that ensures every workflow starts the same way, no matter the variation. Together, we’ll build out a draft SOP for your sales, service, and renewal processes using an interactive tool. You'll walk away with actionable workflows you can review, refine, and roll out with your team the moment you’re back in the office.