01Define the brokerage process and approval boundariesSelect a specific workflow, identify its owner and document required fields, permitted actions and escalation rules. Mark advice, binding, cancellation, claims coverage and other consequential decisions as requiring authorised human review.
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02Confirm data access and prepare source recordsAssess the brokerage's actual systems, export options and access permissions before choosing a connection method. Establish policy identifiers, document naming, source references and retention requirements, limiting sensitive information to what the workflow needs.
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03Configure checks, drafts and exception routingBuild brokerage-specific checklists and message templates, then test them against representative submissions, renewals and service requests. Route missing information, conflicting documents and uncertain classifications to a person rather than treating inferred details as facts.
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04Pilot with reviewers and measure operational performanceRun a controlled pilot with handlers checking outputs before consequential actions occur. Track handling time, incomplete records, overdue tasks and rework, then adjust rules and expand only after the process owner accepts the results.