Consulting

Consulting

Independent Insurance Agents and Brokers of California Education, in partnership with Agency Management Resource Group, is pleased to offer the following consulting services at discounted prices for Independent Insurance Agents and Brokers of California members:
 
Comprehensive Errors & Omissions Audits
Whether you are having trouble renewing your E&O policy, you want to obtain available credits from your E&O carrier, or you just wish to improve your agency’s operations to prevent or reduce E&O losses in the future, we can help. We offer basic and comprehensive audits for firms of all sizes, and can supplement this service with continuing education classes for your staff. 
 
Zero Backlog™ Desk Management System
One of the most serious problems in agencies today is chronic and intractable backlog. This causes low productivity, leads to E&O losses, decreases employee morale, reduces profitability, and results in poor customer service. We have a very simple, but extremely effective system that will eliminate current backlog and keep it in check permanently.  
 
Development & Implementation of Workflows and Procedures
Every agency wishes to have workflows and procedures that will optimize performance and provide customers and company partners with extraordinary service. However, the burden of developing and implementing the procedures usually falls to an internal staff member who has neither the time nor resources to complete the project. We offer two ways your agency can obtain system-specific procedures:

• Fully customized procedures, based on your agency’s automation system
• Procedure templates for Commercial Lines, Personal Lines, and Accounting

Implementation of Automation Solutions
Most agencies admit that they use only a fraction of the capability of their agency management system. Whether you use the Applied System, one of the AMS products, or any other system, we can help you maximize your return on this substantial investment and create a paperless environment in your office.

Staff Analysis & Development
We know you’ll find this hard to believe, but operational problems in an agency are rarely caused by an insufficient number of employees. The problems are usually caused by an absence of sound procedures, lack of training, or an ineffective organizational structure. We can help analyze the strengths and weaknesses of your current staff and assist you in building a plan to improve their performance, including career development plans that improve job satisfaction.

Executive and Sales Coaching
Our consulting experts can help your agency’s leaders , managers and producers become more effective by providing one-on-one coaching. This is a necessary element in your firm’s ability to reach new heights.

Strategic Business Planning
Very few agencies ever get around to writing down their strategic goals and objectives or to develop comprehensive business plans. We can help facilitate your agency’s planning activities and create a blueprint that will move you to the proverbial next level.

Operations Due Diligence Prior to Merger/acquisition
Whether you’re the acquirer or the one being acquired, we can assist you through the often confusing process of changing your organizational structure. Due diligence helps you ensure that the price you pay or receive is based on sound business and financial principles.

Agency Valuation
Whether or not you intend to sell your agency, you should consider having a valuation to determine the market value every few years. This is crucial in the event of death, disability, internal perpetuation or external sale.

Marketing and Sales Management
Many independent agencies have lost their sales and marketing compass. Being an extraordinary sales organization requires discipline, sound management, and a proven sales process. Most agencies admit that they don’t even use their automated system for marketing or sales support. We can help train and manage your sales force, keeping them focused on the most important function of the independent agent—new business!

Risk management Audits
One of the most important services we provide to our clients is helping to identify loss exposures and proposing practical risk management solutions. Everyone can use a second set of eyes when it comes to large and complex accounts. We can help review your client’s program and make suggestions for improvement.

Contact
For further information and pricing of consulting services, contact Shirley Rosenberg, Program Manager Consultant, at (916) 971-9025 or srosenberg@IIABCal.org