Canadian Underwriter


IBAO Webinar: Building your own Workflow (Part 1)

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September 12, 2019
1 Eglinton Ave E, Suite 700, Toronto ON

Clearly outlined workflow processes can benefit a brokerage in many ways. Once created, a well-documented workflow can reinforce standardized coding, clarify roles and responsibilities and reveal amazing opportunities for improvement.

During this one-hour webinar, we will discuss the key components of a workflow design; the concepts, the prep work that needs to be done beforehand and the thought process behind a good build.

Recommended for brokers, managers and those responsible for operations.

*NOT mandatory to do both parts for accreditation*

Facilitated by Gradient Solutions


1 Management Hour

$69 plus $27 each additional registrant

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