Why role-based processing is the future of insurance

November 27, 2017 /

Written By: Steven Finch, VP, Architecture & Strategic Solutions

Jacks-and-Jills-of-all-trades are great for scrappy startups, but when it comes to scaling your agency or brokerage, you need specialists. Empowering your employees to perform specific tasks will increase the speed and efficiency of your company far more than relying on traditional operations to run your business. Thanks to modern insurance software like WorkSmart, switching to role-based processing has never been easier.

With role-based processing, you can get your work under control by putting the right people on the right tasks. This means that every employee—regardless of his or her title or department—will know exactly what they are supposed to do, when they are supposed to do it, and how their work will affect the agency as a whole.

The benefits of clearly identifying your employees’ responsibilities can be seen across every department. For producers, role-based processing allows greater focus on retaining and winning new customers. For account managers and CSRs, this means faster and better customer service. For processors, distractions and unnecessary steps will no longer get in the way of their day-to-day operations. And for IT departments, role-based processing can lead to a reduction in both maintenance time and costs.


Putting the right people on the right tasks at the right time is what role-based processing is all about. With WorkSmart, you have access to insights across all departments and employees, allowing you to put crucial information into the hands of the people working directly with your clients. That increased access is sure to result in greater business success.

From the accountants in your corporate office to the agents in the field, WorkSmart keeps every employee aligned so you can focus on your bottom line and shift workflows accordingly. If you’re looking to scale your business and get ahead of your competition, role-based processing is the best place to start.