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Agency Productivity and Effectiveness Consulting

Regardless of your definition of “there" - we can help! Sometimes agencies know exactly what they need, other times they know something isn't working right and just need a fresh perspective. Either way, we're here for you!

To get started, take our free Agency Operational Assessment and to get an idea of where you might want to begin.

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Areas we can help you with a fresh perspective and resources are:

  • Marketing/Advertising/Prospecting Business
  • Quoting/Proposal/Binding Process
  • Risk Assessment/Application/Submission Processes
  • Disaster Plan and Preparedness
  • Policyholder Servicing Processes
    • Policy Review and Delivery
    • Policy Change
    • Claims Handling
    • Renewal
    • Cancellation
    • Non-Renewal
    • Reinstatement
    • Certificates of Insurance
    • Evidence of Property Insurance
    • Proposal Forms/Disclaimers
    • Coverage Checklists
    • Standard Client/Prospect Communication Content
  • Agency Management System and General Technology: Productivity and Effectiveness
  • Organizational Standards Documentation
  • Performance-Based Compensation Programming
  • General Agency Financial Health and Stability
  • Human Resource Management and Professional Development Programs
  • Agency Business Plan and Execution
  • Employee Engagement - Staff Culture 
  • Staff Stratification Effectiveness
  • Sales Management Program Effectiveness
  • Client Service Standards and Retention Programs
  • Agency Sales and Marketing Effectiveness
  • Agency Perpetuation Plan and Execution
  • Non-P&C Department/Division

Looking for something like this and don't see it? We're here to help! 

Contact us at!