ThreadWise for agency leaders

Make agency procedures easier to put into practice.

Give your team shared procedures, help with common requests, and clear approval steps for the work your agency wants to improve.

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Agency knowledge

You

What information does our agency need before preparing a certificate?

Personal assistant

Start with the insured’s legal name, current policy, certificate holder’s name and address, and any wording requested by the holder. Cedar Lane’s procedure also calls for a review of the holder details before the certificate is used.

▤ Certificate Procedure.pdf · Required information

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Certificate Procedure.pdfAgency reference document

Help for your everyday work.

Identify automation opportunities

Build a Capacity Map: a practical plan for which recurring requests and manual steps to improve first.

Standardize instructions

Save instructions and set up repeatable steps that follow your agency’s procedures.

Choose access and approval steps

Decide who can use agency information and which actions need a team member’s approval.

Support staff with shared knowledge

Give staff a way to ask questions about the agency documents they are allowed to use.

Put it to work

Three ways to get started

Start with a request

Map Cedar Lane Insurance’s certificate preparation process.

Start with your information

Set an instruction to confirm the insured name before preparing a form.

Start with the next step

Make the agency’s Certificate Procedure available to the staff who need it.

Find the tools for your team.

Start with the work

Bring us one agency process you want to improve.

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