Onsite & Remote Strategic Solutions Designed for Your Agency
All of our talented Consultants are proficient in every aspect of the insurance industry including accounting, strategic planning, creating marketing strategies, designing incentive programs, developing procedure manuals, goal setting, and custom proposals.
Our agency consulting services include software and process implementation, and system utilization reviews and workflow analysis.
Our Consulting Services include:
Agency Operations Review
CSR System Utilization
Industry Comparative Reports
New Business versus Lost Business Analysis
Gross Profit Analysis
Paperless Agency Implementation
Incentive/Bonus Program Development
Collaborative Team Implementation
Virtual Human Resources
Procedure Manual Development and Review
Custom Proposal Development and Updates