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Dec 06
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.

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!


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