“Berkshire Life needed to simplify the flow of information among six entities: the home office, the agency, the producer, the prospect, the new client and the existing client,” said Sally Hwang. “Because the process had been in place for so long, it was accepted as the way things worked. The ‘current’ version illustrated how complex and inefficient the entire process was. The ‘proposed’ version was a more streamlined system, eliminating redundancies and automating more steps.”
