In today’s dynamic insurance industry, agencies and brokers are constantly seeking ways to improve operational efficiency, boost productivity, and provide exceptional service to clients. Leveraging advanced technology platforms like AMS 360, Applied Epic, Applied TAM, and other systems can be instrumental in achieving these goals. However, to fully harness the potential of these platforms, it is crucial to have comprehensive universal job aids that facilitate seamless integration and provide users with the necessary guidance.
Universal job aids are comprehensive resources designed to assist users in navigating complex functionalities and processes within AMS 360, Applied EPIC, Applied TAM, and other systems. These aids provide step-by-step instructions, visual aids, and best practices to help users overcome challenges and efficiently complete tasks, ensuring a smooth workflow. They serve as a valuable reference point, offering guidance and support for both routine and sophisticated operations within the platforms.
Empowering Users: Universal job aids empower users by providing them with the knowledge and guidance required to effectively utilize the features and functionalities of AMS 360, Applied EPIC, Applied TAM, and other systems. By offering clear instructions and tips, these aids enable users to overcome obstacles, boosting their confidence and efficiency.
Streamlining Onboarding: Universal job aids play a crucial role in expediting the onboarding process for new employees or team members joining an agency. By providing structured guidance, they reduce the learning curve, allowing staff to quickly adapt to the platforms and become productive members of the team.
Enhancing Productivity: By ensuring consistency in executing tasks, universal job aids help improve productivity. Employees can refer to these aids whenever they encounter uncertainties or require additional support, reducing errors and saving valuable time that would otherwise be spent troubleshooting issues.
Universal job aids work by providing comprehensive guidance and support through easily accessible resources. They typically include step-by-step instructions, screenshots, and visual aids to illustrate key concepts and processes. These aids can be accessed digitally or in printed form, making them readily available to users whenever they need assistance. They serve as a reference tool, empowering users to navigate complex workflows, optimize platform usage, and complete tasks effectively.
Increased Efficiency: Universal job aids optimize efficiency by providing clear instructions, best practices, and tips to streamline operations. They help users perform tasks accurately and expediently, reducing the time and effort required to complete assignments.
Standardized Processes: Job aids promote consistency in executing tasks, ensuring uniformity across the organization. This leads to improved quality control, enhanced customer satisfaction, and reduced errors or inconsistencies in client interactions.
Accelerated Learning Curve: Universal job aids significantly reduce the learning curve for new employees or team members joining an agency. By providing structured guidance, they enable faster onboarding, allowing staff to quickly familiarize themselves with the platforms’ functionalities and become productive contributors to the organization.
Continuous Support: Universal job aids serve as an ongoing support system for employees, enabling them to refer back to the aids whenever they need clarification or encounter challenges. This ensures continuous learning and improvement, ultimately driving better performance and employee satisfaction.
At Staff Boom, we understand the complexities of transitioning to AMS 360, Applied EPIC, and other systems and the need for efficient collaboration. By utilizing our universal job aids, fostering collaboration, and focusing on quality and retention, your agency can experience enhanced efficiency, improved workflows, and a path toward generational change. Partner with us to take your agency’s operations to new heights.
At Staff Boom, we do all the heavy lifting, leaving you free to focus on what you do best – serving your clients and driving success. Contact us today to learn more about our services and how we can support your agency’s growth.
Director of Sales
Accomplished executive and proven leader, Diana DePaola displays a unique acumen for inspiring teams and motivating performance. A graduate of California State University Sacramento, Diana has demonstrated an innate ability to deliver results and develop beneficial relationships. From employee relations and sales initiatives to carrier relationships and organizational objectives, Diana’s keenness of insight and uniquely engaging nature have led her from Human Resource Administration and insurance liaison functions to successful growth as the Personal Lines Sales Management for California-based P&C Insurer, Inszone Insurance where she increased agency commissions by nearly 200 percent as well as directed markedly successful sales team training programs and protocols based on carefully monitored client and carrier preferences. Further leading to become Vice President of The Proven Alliance, a market access group spanning 5 states, to Owner of her own independent Property and Casualty agency, Intrinsic Insurance Services. Currently Diana is managing client success internationally for Staff Boom, as their Director of Sales.
