Placement Deskby Zenveus

Placement Desk / Your workflow

Start with the problem you recognize

Where does the work get stuck?

The same operating foundation can improve different parts of an agency’s day. Choose your starting point to see the workflow, scope and measures.

01Submission preparation

Still entering the same risk three different ways?

Applications, ACORDs, supplements and carrier packages keep asking for answers you already have.

See how the work changes
02Market correspondence

Chasing underwriters from inboxes and spreadsheets?

Questions, declines and quiet markets compete for attention, and the next move lives in someone’s memory.

See how the work changes
03Terms & policy verification

Comparing quotes and checking policies by hand?

Premiums, limits, exclusions and deductibles arrive in different documents. The issued policy adds another review.

See how the work changes
04Renewal operations

Rebuilding renewals from last year’s files?

Old applications, changed exposures and client questions get assembled again while expiry dates keep moving.

See how the work changes
05Client experience & lead intake

Getting inquiries, but chasing the information you need?

Website forms, email attachments and half-finished applications leave staff to complete the intake.

See how the work changes
06Systems & integration

Paying for tools that still leave your team connecting the dots?

The portal, agency system, CRM and inbox each work, but the handoffs between them are still manual.

See how the work changes
07Account & finance operations

Still matching invoices and payments back to the right policy?

A payment link solves collection. Staff still connect the account, invoice, transaction and insurance record.

See how the work changes
08Agency leadership & capacity

Does every new account add another layer of admin work?

Your team knows how to place the risk. Preparation, tracking and re-entry leave less time for broker judgment.

See how the work changes

Start with your operation

Bring one line. We’ll map the work around it.

A 20-minute walkthrough of your intake, markets, handoffs and approval rules.

Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout.

Book a 20-minute walkthrough

Choose a time for your 20-minute walkthrough. Open the calendar in a new tab