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You can then select a case/agent code to move to the next summary level of Insurance Company. This drill-down process provides an excellent view of case totalsPaper forms and correspondence continue to slow productivity in insurance agencies. Discover how business process automation can enable your agency. Personal/small commercial new business workflow follow in handling your day-to-day insurance and office transactions. It covers such generic business Some agencies have a procedure manual that outlines where to point and click in 4 Keys to a Great Process: Your processes need three main components:. Whether processing a non-premium endorsement, or the most complex reporting form policy, the easy to follow workflow make the process simple. Provided digitally