IBAO Webinar: Building your own Workflow (Part 1)

Clearly outlined workflow processes can benefit a brokerage in many ways. Once created, a well-documented workflow can reinforce standardized coding, clarify roles and responsibilities and reveal amazing opportunities for improvement.

During this one-hour webinar, we will discuss the key components of a workflow design; the concepts, the prep work that needs to be done beforehand and the thought process behind a good build.

Recommended for brokers, managers and those responsible for operations.

*NOT mandatory to do both parts for accreditation*

Facilitated by Gradient Solutions

9:30AM-10:30AM

1 Management Hour

$69 plus $27 each additional registrant