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    Professional Development

    (2661) Expert Panel: How to Audit and Optimize Your Service Processes


    Content Level: Intermediate

    Personas: Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, IT/Operations Manager, Office Manager

    Products: Applied CSR24, Applied Epic, Applied Mobile

    Auditing and validating workflows is a powerful tool for driving efficiency and consistency in commercial insurance operations. In this panel, you'll learn how to assess your agency's service workflows, identify bottlenecks, and ensure alignment with best practices and organizational goals.