Insurance Agency Consulting

Applied EPIC   Applied TAM   AMS 360   Operational Reviews   Management System Reviews

Many agencies struggle to optimize their operations and management system, and often times, hinder their ability to grow effectively. It's common for agencies to lack the resources and time to tackle operational goals, or the technical expertise. We help fill those gaps.

Much of our work is focused around the management system, as it's the biggest influence on operations and processes. From full system conversions and management system comparisons, to detailed and customized items like workflows, proposals, reports, custom forms, etc... we handle it all. We work primarily with Applied Epic and TAM agencies, however, we're familiar with more than half of the vendors in the industry and all the major players, including Vertafore products and AMS 360. 

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Along with management system consulting, we also get involved in other operational needs and assessments. We've worked with agencies small to large, and standard to non standard. We perform operational reviews and productivity analysis to give an agency the understanding of how they are performing, and offer insight to optimize their operation. We also get involved in more detailed items and help get the agency set up for success by assisting in management training and growth strategies.

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To learn more about our services with insurance agency consulting, click here. 

Insurance Agency Consulting

Insurance Agency Consulting