Consulting Services

Consulting Services

All of our talented Consultants are proficient in every aspect of the insurance industry including accounting, strategic planning, creating marketing strategies, CSR time management, designing incentive programs, developing procedure manuals, goal setting, and web-based E-Training.

Our agency consulting services for AfW, AMS360, Sagitta and Worksmart include new employee training, system utilization reviews and workflow analysis.  Our exclusive Migration Mentors program is specifically designed to assist agencies during the Migration to AMS360 where we can help with pre-migration processes and decision making, live week, and follow up training.

Our Consulting Services include:

  • Agency Operations Review
  • Reports Review
  • CSR System Utilization
  • Workflow Optimization
  • Industry Comparative Reports
  • WorkSmart Implementation

The Better Way Agency

  • Doc360 Implementation
  • Platform Implementation
  • Platform Workflow Setups
  • Marketing Plans
  • Incentive/Bonus Program Development
  • Collaborative Team Implementation

Request a Consultation

  • Virtual CFO
  • Virtual Operations Manager
  • Virtual Human Resources
  • Procedure Manual development
  • New Business versus Lost Business Analysis
  • Gross Profit Analysis

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