Quick-Step
Workflow Website & Training Subscription

Why Reinvent the Wheel? Begin creating consistency in your agency without reinventing the wheel.

WHO: Any agency that wants consistent workflows using InStar to it's fullest!

Why we developed Quick-Step:

For years we've been helping agencies and MGAs streamline their workflows. Often, agents got stuck on the basics and never finished their workflows. Many didn't have the expertise in-house to write efficient workflows.

Over and over we are asked, "Isn't there a set of workflows that we could use to jump-start the process? Why can't we start with what other successful agents using our system do and customize from there?" Yes, you can.

Our Quick-Step generic best-practices workflows are based on industry best-practices combined with the best-practices of your agency management system. Use them to jump-start your success and customize from there. Depending upon your agency, Quick-Step may provide 45%, 65%, 75% up to 85% of the basic workflow procedural steps.

What Does the Quick-Step Subscription Include?

• Quick-Step Website Subscription
  • Over 15 Generic Best-Practices Workflows
    • Quick-reference
    • Checklists
    • FloTrax Steps
    • Commercial Lines
      • Downloaded NB, RE, EN
      • Manual NB, RE, EN, AU
    • Personal Lines
      • Downloaded NB, RE, EN
      • Manual NB, RE, EN
    • Cancellations
      • Customer Request, Non-Pay, Reinstatement
  • Over 150 Pages of procedural notes
    • Step-by-step instructions
    • Best-practices procedural notes
    • Time saving tips
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• Training Tuesdays Workflow Specialty Training Subscription
  • 2 Hour session every month
  • Online training
  • Step-by-step instruction
    
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• PREREQUISITE: Quick-Step requires Basics-2-BlastOff Customer Service Part i & II, equivalent Custom Training or equivalent knowledge. - see Specials