Continuing our discussion of how to apply a disciplined process to handling financial matters, we now turn from credit policy to the other four areas that need to be addressed.

Strict processes for claims and accounting improve agency performance

Streamline your agency's non-insurance workflows

Streamline your agency’s non-insurance workflows

Philip Lieberman writes how to avoid trouble with endorsements, certificates and audits.

Client service pushes agency renewal functions

Philip Lieberman writes about how to improve processing business in the insurance industry.

Let's start with processes or how things are done internally. A well-run office needs disciplined but workable procedures.