Back Office Efficiency

Would you like great tips, blog posts & Free resources sent directly to your inbox?

Feeling Overwhelmed? Too many priorities? This time of year is often very busy for Insurers and Insurance Brokers, with resource...

If you plan to dramatically cut down on your use of paper or go paperless entirely, a sudden shift will almost certainly disrupt your...

5 Quick and Easy Ways You Can Support World Paper Free Day 2018

How to tackle large tasks – I put off big tasks, I am doing it right now, but they are often the ones which are never as bad as you...

1. Educate Train your employees, particularly decision makers, about the GDPR and its impact. e.g. Arrange appropriate staff training....

Daily Review – spend 5-10 minutes going over the days priorities. I try and set myself three things I want to achieve that day. This...

There is a huge amount of information about GDPR and navigating it required sitting in a cupboard with a large amount of coffee and not...

The General Data Protection Regulation (GDPR) will apply in the UK from 25 May 2018 and centres around how businesses collect, store,...

I help insurance brokers design and manage projects that fix things, making them more efficient and more money.