When the real status of work is hard to see, brokers end up chasing updates, missing bottlenecks, and getting blindsided by delays they can’t explain or prevent.
WORKFLOWS
Standardize every workflow in your brokerage
A workflow management platform built specifically for Canadian insurance brokerages, designed to bring consistency, efficiency, and clarity to how work gets done.
the challenge
Brokerage Reality Check
Workflows shouldn’t live in folders. They should guide your team through the work.
Scattered SOPs
Processes live in PDF binders, random Word docs, and sticky notes. No one knows which version is correct.
Inconsistent Processes
Every broker does things slightly differently, leading to E&O exposure and frustrated clients.
Slow Onboarding
New hires take months to become productive because training relies on shadowing rather than documented systems.
Limited Visibility
THE SOLUTION
A centralized system for brokerage workflows
QuickFacts Workflows brings order to chaos. We provide the structure your brokerage needs to scale confidently.
- Centralized workflow library
- Guided, step-by-step execution
- Smart Search for instant retrieval
- Drag-and-drop, no-code builder
- Global Find & Replace for updates
- Role-based access control
- Built-in insights into workflow usage
Why Top Brokerages Choose Us
Powerful productivity, proven impact.
It fits into your brokerage without disruption, gets adopted fast, and makes performance easier to track.
Consistency
QuickFacts delivers consistent support and quality service, every time.
Efficiency
Efficient workflows that lowers headaches amongst your team.
Visibility & Training
So that your teams are up and running in no time.
Implementation options
Choose the right starting point for your brokerage
All offerings use the same platform. The difference is how you get started.
DIY Software
Choose DIY if you workflows are built out and the support to set these up.
Workflow Foundations
Use Workflow Foundations for a proven structure to get you started.
Workflows Migration
Rely on Workflow Migration to move existing workflows over as-is.
QuickFlows
Start fast with QuickFlows, our pre-built workflow templates, or opt for a Customized QuickFlows for hands-on setup and tailored execution.
Say Goodbye to the Chaos of Disorganized Workflows
Smart Search For All Your Workflows
Your workflows need a home. Once you have them centralized in a single location, keyword searching is vital to get you the proper workflow. With our Smart Search, you can find the exact workflow you need in seconds.
Keep it Organized
We’re big on organization here at QuickFacts, so it comes as no surprise that our workflows can be categorized for simple structuring. Your team can quickly find the workflows that pertain to them.
Separate Workflows With Intuitive Design
Each workflow displays as its own searchable card and can be filtered or grouped by department for easy organization and visibility.
Step-by-step Processes
Break your workflows down by steps and substeps for an easy-to-follow process. Our workflow layouts keep it decluttered and offer you various visual options so you get a perfectly displayed workflow.
Build Them Yourself
You don’t need a developer to help craft your workflows. We’ve create a simple interface to develop workflows with ease. With a large selection of components, simply click, drag, and type to create beautiful workflows your team can follow.
Global Find & Replace
Search your entire workflow collection and replace a word, phrase, or image across all your workflows, saving creators hours.
“QuickFacts has been a huge benefit to our training process. Whether you’re an experienced broker or brand new to the industry, it puts everything at your fingertips. It’s easy to use, smart in how it guides staff, and has become our go-to resource for workflows, documentation, and day-to-day efficiency.”
Roseanne Novak
Director of Personal Lines, Drayden Insurance
LET'S TALK
See how Workflows fits your brokerage
No obligation. We’ll help you choose the right starting point.