Precision: The quality of being exact and accurate
With Alex Ardizzone, Director at Future Engineering.
“We recently automated a process to ensure our client engagements were scheduled, value-adding and measurable”.
“Working with Fortix to create our own pre-renewal pipeline and schedule download process has saved the business over 50 hours a month”
With Joel Mullen, founder and owner of Small Goods Gym.
With Dawn Russell, leader and advocate.
This system is designed to automate and streamline the entire process, turning a complex compliance obligation into a simple, manageable task. This article explores how these smart workflows help you flag requirements, maintain an auditable register, automate client comms, and ensure timely follow-ups, all but eliminating the compliance burden.
Over the past few years, one thing has become clear: waiting for conditions to “settle” isn’t a strategy anymore.
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for Insurance Brokers & Industry Professionals
