At gpm, our customers have been calling for better checklist functionality, to help guide people in their process.
We know how vital checklists are for teams across the London Market. A simple checklist can make a significant difference for:
- Brokers, Technicians and Four Eyes Checkers
- Audit process
- Internal processes
- Workflow
That’s why we’re building a new, more flexible checklist feature for our ibs platform.
What’s Changing?
We’ve listened to feedback from across our user base and it’s clear that static checklists no longer do the job we need.
Different types of businesses and different stages of the process require varying workflows and checkpoints.
So we’re building a checklist tool that’s configurable, workflow-aware and designed to make your life easier.
Whether it’s:
- A quote that needs to go through a specific pre-bind process
- A firm order with its own compliance checks
- Or a claim requiring a specific sequence of actions
… you’ll be able to configure and then assign the right checklist at the right time, automatically.
Why It Matters
✔ Helps streamline internal workflows.
✔ Supports your audit trail and compliance reviews.
✔ Reduces missed steps and human error.
✔ Enables better, more accurate reporting.
✔ Offers peace of mind for managers and teams.
This is about giving you the tools to work smarter, not harder.
Built With You
We’ve already presented our initial proposal to customers at our June user group, and we’ve had some brilliant feedback. But we know not everyone could attend, so if you’d like to input into the development before we start building, now is the time.
Whether you’ve seen the proposal or are just hearing about it, we’d love to hear from you.
This is your chance to help shape something that will guide your team, improve your audits and fit how you really work.
Want to get involved or see the proposal?
Reach out to your gpm contact or drop us a message, we’d love to hear your feedback.