[Free Resource] 3 Steps to Turn Business Process Management (BPM) Into Workflow Automation

In this tool, we'll cover what business process management (BPM) is, the steps required to turn your BPM into workflow automation, and examples of what this could look like.

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Turn your processes into workflows that help you work smarter, not harder.

Every health and life insurance agency already has processes in place, whether you are aware of them or not. Even if they are not formally documented, your agency still relies on these processes.

Chances are, your team invests a lot of time and effort into repetitive tasks. But what if we informed you that automation can reduce the effort required for these tasks or even eliminate them entirely?

In this tool, we will guide you through the ins and outs of business process management (BPM), the necessary steps to transform your BPM into workflow automation, and provide you with real-life examples of what this could mean for your agency. Additionally, we have included helpful worksheets to assist you throughout the entire process.

Download the guide now!

What is business process management (BPM)?

CIO defines business process management (BPM) as: "the practice of aligning goals and processes as businesses evolve."

What are some types of example processes?

Some processes you might use in your agency are:

  • Lead nurturing processes
  • Upcoming policy renewals
  • Lead form submissions
  • Submitted policy applications
  • And more!

What tools will I need?

An agency management system (AMS) or CRM with automation capabilities will help make your processes the most efficient they can be. Even if you can automate one small component of your process, you're still saving valuable time and effort!