Catalyit Live Sessions

Fulcrum Live Demo

Tue, Dec 1 @ 2:00 PM - Thu, Nov 5 @ 3:00 PM ET
Free for Basic & Full Access Agency Subscribers

Fulcrum: Where Does Your Agency’s Time Actually Go? A Workflow Audit for 2027

Your agency is busy, but do you know where your team's time actually goes? From renewals and policy checking to document collection and repetitive data entry, inefficient workflows can quietly consume hours of valuable staff time. Before investing in another automation tool, it helps to understand which processes need improvement and where technology can make the biggest impact.

In this live demo, Kate Majewski of Fulcrum will walk through a practical, vendor-neutral workflow audit that any insurance agency can use to identify bottlenecks, eliminate unnecessary steps, and prioritize automation opportunities. You'll also see how Fulcrum's AI-powered workflow automation helps agencies streamline document-heavy processes, reduce manual work, and give account managers more time to focus on clients.

What You’ll Learn:

• How to map agency workflows from start to finish, including handoffs, responsibilities, and time spent
• Where agencies commonly lose valuable hours through repetitive data entry, manual comparisons, and rework
• How to prioritize automation opportunities based on task volume, time requirements, and error risk
• How to turn workflow audit findings into a realistic action plan for Q1 2027

Why It Matters:

• Agencies are managing increasing workloads without necessarily adding staff, making operational efficiency more important than ever
• Investing in technology before understanding existing workflows can lead to poor adoption, wasted resources, and limited results
• Identifying and improving inefficient processes helps agencies reclaim time, make smarter technology decisions, and create more capacity for client service

Things to Think About:

Before attending, take a few minutes to:

• Identify one recurring workflow your agency handles each week, such as renewals, certificates, or policy checking
• Consider who handles each step, approximately how long the process takes, and how frequently your team completes it
• Bring one question about where automation could help eliminate repetitive work or improve efficiency within your agency

Who Should Attend:

• Agency owners and principals
• Operations managers and agency leadership
• Account managers and service team leaders
• Technology and automation decision-makers

Speakers:

Kate Majewski Fulcrum