The NEW AIAM 220 Organizational Workflow

AIAM 220 examines how to get the work done more efficiently. The webinar topics include backlog and setting up workflows for each position in the agency.

Outline

1. Introduction
2. Unauthorized Entities
   1. Erisa and Mewas
   2. Penalties
3. Business Process
   1. Customer Service Representative
   2. Producer
   3. Principal
4. Workflow Defined
   1. Set of tasks-grouped chronologically into processes
5. Agency Management Workflow for prevention of Errors and Omissions
   1. Speed and Accuracy
   2. Back and forth of material
   3. Backlog
6. Positions in the Agency
   1. Title, Department, Supervisor
   2. Summary of responsibilities
   3. Primary accountabilities
   4. Nature and scope: How the position into the department
7. Types of Organizational Structures
   1. Line-One direct relationship between the different levels in the agency
   2. Function- Direct authority
   3. Line and Staff –for large agencies
8. Business Workflow of Errors and Omissions Procedures
   1. Risk Transfer
   2. Potential Claims
   3. Files with relative information
9. Reduce E&O Claims
   1. Compliance with agency standards
   2. Clear communication
   3. Complete and thorough process of applications
   4. Prompt and prudent placement of insurance
   5. Compliance with company guidelines
   6. Timely transmittal of claims
   7. Constant monitoring
   8. Continued education on new issues and process
10. Conclusion