San Antonio school supply stuffing party. Good work team!
We recommend you revisit the 2025 Strategic Plan. The discussion during our recent meeting highlighted that many initiatives are on track and already making an impact on our growth and operational excellence.
ASSUREX OPERATIONS MEETING
Kyle Simmons and Hal Balfour shared insights from the recent Assurex Global Operations Meeting. The conversation centered around how other agencies are navigating change management to help users adopt new tools and adapt to evolving technology.
A key takeaway was the growing use of Product Owner roles—individuals who take ownership of the end-to-end client experience for a specific segment or “product,” such as Small Business – Commercial Lines. A Product Owner deeply understands the full lifecycle of the client experience: intake, onboarding, day-to-day service, renewal, and beyond. Their role is to enhance that journey, create efficiencies, and ensure consistent service delivery.
It’s an approach worth considering as we continue to evolve how we serve and support our clients. We do not plan to add Product Owners, but rather it’s an idea to keep on our mind as we continue to grow our business.
DATA & DASHBOARDS
We reviewed gaps in current workflows, with a specific focus on how accounts are entered into EPIC. There’s an opportunity to improve consistency and retrain producers on expectations within the system, particularly their role in accurate and complete data entry for prospects and accounts won.
This work is foundational to future dashboard reporting and will help ensure we can rely on clean, consistent data to make better business decisions.
Spotlight on a 10-Year Vision
1-Year Goal: Utilize/Create EPIC Dashboard Reporting