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Broker Operations Pressure Test

Repair, re-keying and reconciliation are the three places a broking operation loses capacity without anyone booking it anywhere. Answer from your own monthly volumes and handling, and this estimates what they consume today — on your inputs, with your uncertainty, not ours.

Before you start

What this is, and what it is not

  • An estimate of what your own numbers imply about avoidable effort in one broking workflow.
  • A statement of how confident that estimate can be, given where your numbers came from.
  • A list of the assumptions doing the most work, and the evidence that would settle them.
  • Capable of concluding that there is probably not enough concentrated avoidable work to justify investigating further — and it says so when your inputs imply it.
  • A saving. Nothing here is money you will recover, and the tool never says it is.
  • A view on placement, pricing, wordings or any regulatory obligation. It measures operational effort and nothing else.
  • A measurement. It runs on what you tell it, and it is exactly as good as that.
  • A substitute for the engagement. Establishing what the workflow actually costs, and which intervention is justified, is what the Evidence Sprint is for.
Why now

What makes this a problem now?

No regulator sets the calendar for a commercial or specialty book, so this tool does not invent a deadline. You know why this is live and Leania does not — so it asks rather than asserts.

Pick the closest. One answer.

This changes no figure below. It is stored with the result so the reading starts from your situation rather than from a generic one.

Your inputs

Eight numbers and two answers

Loads a stated set of assumptions, so you can see how the result reads before answering anything. Every figure in it was chosen, not measured, and the result says so beside the number.

Assumed baseline. Volume, rate and all three shares and durations are stated assumptions. No operational log and no client data stands behind any of it.

One workflow, not the whole book. New business, mid-term adjustments, renewals, certificates or credit control — whichever queue you want to put a number on.

Where does this number come from?

Repair and correction

Putting right what arrived wrong — inconsistent values, missing detail, a record that does not match the instruction.

Where does this number come from?
Where does this number come from?

Re-keying and hand-offs

The same information entered again as the case crosses systems, offices or teams, because nothing carries it across.

Where does this number come from?
Where does this number come from?

Reconciliation and exceptions

Premium, cash and account items that do not match and are resolved by hand, including the chase it takes to close them.

Where does this number come from?
Where does this number come from?

Salary, employment costs and overhead. Not a charge-out rate.

Where does this number come from?
Do the same two or three causes account for most of this work?

"We don't know" is a legitimate answer, and a common one. It is named as an evidence gap in the result rather than treated as a missing input.

What are you already seeing? Select any that apply.

These do not enter the calculation. They separate a theoretical number from operational pain.

What happens to these answers. Your answers and the result are stored so the result can be reproduced if the calculation changes. Nothing identifies you or the firm: there is no account, no cookie and no tracking across visits, and the session reference exists only to show you this result. Nothing is sent anywhere until you press the button.

Pressure-test this against the real workflow

Review an insurance workflow