Workflow Implementation

Business Issue:

The organization needed assistance implementing a new Carrier Point of Sale/Premium Accounting system for use by both its captive and independent agent networks.  This required a redesign of the underwriting services and premium accounting business processes to leverage the new system and ensure realization of the targeted benefits.


  • Developed and implemented optimized processes for Underwriting and Premium Accounting functions
  • Documented detailed procedures for the Premium Accounting functions, supporting the new process design
  • Created documented job responsibilities and performance criteria to assist with performance and HR-related reviews
  • Created new systems training materials for Premium Accounting implementation
  • Conducted rollout training and implementation support for the Premium Accounting processing team
  • Monitored daily metrics to assist with system enhancement requests


  • Implemented new process and procedures in support of the new technology in under 90 days

Implemented a New Technology Platform in Support of the Request for Capital Expenditure Process for a Large Research-based Biopharmaceutical

Let's Work Together

At Himes Consulting Group, we don’t believe we have all the answers. We know that the right solutions to improve your business come from conversation and collaboration. We have the experience to learn your business and partner with you to create process redesign programs that fit your team.