Has a new broker completed all required due-diligence steps?
Information
Which due-diligence documents have been received and verified for this broker so far.
Intelligence
A single, current checklist status per broker, instead of three separate systems each holding a partial view.
Decision
Whether this broker is fully onboarded and can start writing business, or what's still outstanding.
Action
Activate the broker's ability to submit business, or send a specific, itemised follow-up request.
Business Outcome
Faster broker activation · Cost Reduction
Average days from application to activation · baseline 21days · target 10days · actual 11days · confidence: High
Hypothesis: A single current checklist view removes the re-checking and duplicate document requests that make up most of the delay.
Illustrative estimate for this demonstration dataset, not a measured baseline.
Organisational Adaptation
Recommended intervention
Automation — This is a deterministic checklist-completeness check, not a judgement call -- rules-based automation fits without needing AI.
Capacity
Set both decision frequency (edit this decision) and review capacity above to see a capacity pressure estimate.
Adaptation outcome
A reported response, not a verified change record — what did the organisation decide after living with this?
Value estimation
Made 15×/year at an estimated cost of 800 per poor instance — every 1 percentage point of improvement is worth roughly 120/year. Scale by your own realistic improvement estimate rather than trusting a single invented number.