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Lecture

Business Management

(2662) Maintaining and Communicating Process Change in the Agency


Content Level: Intermediate

Personas: Account Manager - Employee Benefits, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, IT/Operations Manager

Products: Applied CSR24, Applied Epic

Monday, October 6, 2025
1:00 PM - 2:00 PM PT
Keeping agency workflows up to date is essential, but ensuring teams are aware of and adopting those changes is just as critical. In this session, we’ll explore a structured approach to effectively maintaining and communicating process changes. Learn how to track workflow updates using a version history document, leverage SharePoint for organization-wide visibility, and establish a consistent communication strategy to keep everyone informed. Whether managing frequent updates or rolling out major process changes, you'll walk away with practical techniques to streamline documentation, improve team adoption, and reduce friction in your agency’s operations.