Organising administrative activities for an insurance brokerage firm

The aim of this study is to organise the administrative activities of a company in the insurance broker sector, adapting them to the language of processes. This company operates in the area of service provision, its main activity being the sale of insurance. The aim is to identify how the company’s current processes are organised and how they are used to carry out tasks, as well as to suggest incremental improvements to them. To carry out the study, the following activities were carried out: a bibliographical survey of the main areas of management and a diagnosis of the external area so that a survey of threats and opportunities could be carried out. An internal diagnosis was also carried out in order to identify both strengths and areas for improvement. Through observational analysis, flowcharts of the company’s key processes were drawn up to suggest improvements.