WFM Program

Tuesday, July 4, 2023

3:35 PM
PHASE 1:
FTE Analysis from Diane
Current Productivity (loop in from Email -- to all stakeholders)
1. Mechanism Productivity
2. Validate AHT
3. System Downtime (Loss Hours)
4. Overtime (Scenarios, Drivers)
5. Weekly and Monthly AYOS FORECAST
 
 
 
Policy Management (Life TAM)
DFC
--Payments
-unclaim benefits
 
Life Claims
 
 
GI Claims -- Smart Claims
--no replacement for all GI resignation
--GI transformation Projects
 
expecting STP -
 
Branch has Productivity Dashboard
 
Policy GI -- Venus
 
Life Policy Benefits -- sharepoint
 
 
Life Payments -- no Productivity Report
 
Underwriting BQ reports --- Mitch Lagadia
 
***Life and Health Productivity
Purecloud, Neds Fojas
 
Volume -- equivalent FTE
 
1. Life and Health Claims (Validation)
2. Payments (Full Manpower assessment)
3. Policy Management life and GI (Full Manpower assessment)
4. Underwriting (Validation)
5. Distributor SVC (Validation)
6. BOS (Validation)
7.
 
 
For full Manpower assessment - (TAM, task analysis, capacity planning)
 
Policy Management (Both GI and Life) - DFC, Ice, unclaimed benefits - two headcounts for transitory
Payments - Life and GI
DCB - for Compensation
For validation - BOS, Claims, Underwriting, DCB - licensing
 
 

 
 
 
Underwriting - c/o Mitch
 
 
PHASE 2:
 
Attendance tracker - Done