Consulting Services

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

Workflow Optimization

Industry Comparative Reports

Marketing Plans

New Business versus Lost Business Analysis

Gross Profit Analysis

Paperless Agency Implementation

Agency Platform Implementation

Platform Workflow and QuickNav Setups

WorkSmart Implementation

Incentive/Bonus Program Development

Collaborative Team Implementation

Virtual CFO

Virtual Operations Manager

Virtual Human Resources

Procedure Manual Development and Review

Custom Proposal Development and Updates

The Better Way Agency

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