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Aug 26
Uniting for Impact: How Virtual Agency Solutions is Transforming Consulting

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As the Senior Vice President of Strategic Initiatives at BIGiOK, I have the unique privilege of leading a consulting practice that stands out in the insurance industry. What makes our role particularly special is that Oklahoma is one of only five states nationwide with in-house consulting expertise dedicated to serving independent insurance agents. This distinction underscores our commitment to elevating the standards of excellence and leadership within our community.

In a groundbreaking effort to extend our reach and impact, we have joined forces with our counterparts in these select states to form Virtual Agency Solutions. This innovative collaboration is designed to bring our top-tier consulting services to Big I members across the country, particularly those in states that do not have access to such specialized expertise. Through Virtual Agency Solutions, we are not just making our premier services available, but we are equipping our members with the tools they need to thrive in a competitive marketplace, including Strategic Planning, Kolbe Strengths Coaching and Training, Executive Coaching, Operational Improvement, Website Reviews and Agency Technology Consulting.

In this article, I am excited to share more about the unique offerings, our BIGiOK pivotal role in Virtual Agency Solutions, and how these services can empower insurance agencies to achieve their full potential.  

The Formation of Virtual Agency Solutions

The creation of Virtual Agency Solutions represents the epitome of collaboration and mutual support within our industry. Recognizing the unique strengths and expertise housed within our five states—Oklahoma, Texas, Wisconsin, North Carolina, and New York—we saw an opportunity to combine our resources and knowledge to create something truly exceptional.

Virtual Agency Solutions was born out of a shared vision: to elevate the standards of the insurance industry by providing unparalleled consulting services to Big I members across the nation. This initiative is not just about extending our reach; it's about fostering a culture of continuous improvement and collective growth.

Each state brings its own set of specialized skills and insights to the table. For instance, our BIGiOK Consulting strengths lie in Strategic Planning, Kolbe Strengths Coaching, and Executive Coaching, while our state partners contribute their expertise in Operational Improvement and Website Reviews. By uniting these diverse areas of proficiency, we have created a comprehensive suite of services that address the multifaceted needs of insurance agencies.

This collaborative approach ensures that every BIGiOK member now has access to the highest caliber of consulting expertise regardless of geographical location. Virtual Agency Solutions is more than a service provider; it is a testament to the power of working together to achieve a common goal. We are committed to lifting each other up and, in turn, lifting the entire industry to new heights.​​

 

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Key Resources available through Virtual Agency Solutions

Virtual Agency Solutions offers a comprehensive suite of consulting services designed to address the diverse needs of insurance agencies. Here's a closer look at each of the six key areas:

1. Strategic Planning

Strategic planning is essential for any organization aiming to thrive in a competitive market. Our strategic planning services help agencies define their vision, set achievable goals, and create actionable plans to reach those objectives. By leveraging our extensive experience, we guide agencies through a structured process that includes market analysis, SWOT assessments, and roadmap development. The result is a clear and cohesive strategy that aligns with the agency's long-term vision and operational capabilities.

2. Kolbe Strengths Coaching and Training

Understanding and harnessing the innate strengths of your team can significantly enhance productivity and job satisfaction. Kolbe Strengths Coaching and Training focuses on identifying individual and team strengths using the Kolbe Index. This insight allows leaders to align tasks and roles with the natural abilities of their team members, fostering a more efficient and harmonious work environment. Our coaching sessions provide practical strategies for leveraging these strengths to improve collaboration, decision-making, and overall performance.

3. Executive Coaching

Effective leadership is the cornerstone of any successful organization. Our Executive Coaching services are designed to support leaders in refining their skills, enhancing their strategic thinking, and overcoming personal and professional challenges. Through personalized coaching sessions, we help executives develop greater self-awareness, improve their communication skills, and cultivate a leadership style that inspires and motivates their teams. Our goal is to empower leaders to drive their organizations forward with confidence and clarity.

4. Operational Improvement

Operational efficiency is critical for sustaining growth and profitability. Our Operational Improvement services focus on identifying and eliminating inefficiencies within an agency's processes and workflows. We conduct thorough assessments to uncover areas for improvement, recommend best practices, and implement solutions that streamline operations. For SwissRe E&O policyholders, this service also offers risk management credits, providing an additional incentive to enhance operational performance and mitigate potential errors and omissions exposures.

5. Website Reviews

In today's digital age, an effective online presence is crucial for attracting and retaining clients. Our Website Review service evaluates an agency's website from a user experience and compliance perspective. We identify potential issues that could lead to errors and omissions exposures and provide actionable recommendations to enhance the site's functionality, accessibility, and overall user experience. Like our Operational Improvement service, Website Reviews are eligible for SwissRe E&O risk management credits, making them a valuable tool for safeguarding against potential liabilities.

6. Agency Technology Consulting

Staying ahead of technological advancements is vital for maintaining a competitive edge in the insurance industry. Our Agency Technology Consulting services, provided by Catalyit, the result of another IA collaboration, helps agencies assess their current technology infrastructure, identify gaps, and implement cutting-edge solutions to enhance efficiency and service delivery. From cybersecurity measures to software integration and digital transformation strategies, we provide comprehensive support to ensure agencies leverage technology effectively to meet their business goals.

We invite all BIGiOK members to take advantage of the unique opportunities available through Virtual Agency Solutions. Whether you are looking to refine your strategic vision, optimize your operations, or harness the power of technology, our team of experienced consultants is here to support you every step of the way.

Remember that with BIGiOK Consulting by your side, the path to becoming an exemplary leader in the insurance industry is clear. The journey towards excellence starts with a single step; the choice is yours.  Your commitment to growth today can prepare you for the success of your agency tomorrow.

For more on any of these programs and just to talk about where your organization could be growing use this link to add me to your smartphone and grab a spot on my calendar for a visit.  I look forward to connecting with you.

by: Sara Bradshaw-Ray, CIC, CKC
BIGiOK Senior Vice President of Strategic Initiatives

(8-7-3-2)​​​​​​



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