Consulting Inquiry Form

Management Consultant for Independent Insurance Agents, Managing General Agencies and their Insurance Companies

Consultants can help insurance agencies improve their performance through formal frameworks or methodologies to identify problems or suggest more effective and efficient ways of performing insurance agency tasks .

Managing general agencies and insurance companies can request agency reviews for a variety of purposes.

There are several areas of experience:

Perpetuation
Company Contracts
Disaster Planning
Employment contracts
Ethics
Job Descriptions
Business Planning
Personnel manual
Privacy Requirements
Agency Standards
Strategic Planning
Culture Statement
Mission Statement
Vision Statement
Underwriting & Applications
Checklists-Personal/Commercial
Agency Valuation
Documentation

Management consulting refers to the practice of helping insurance agencies improve performance.

You are not alone. Let me know where your agency needs operations assistance and I will give you an estimate of the cost of the service. I will come to your agency and sit down with the principals to review areas of interest or concern.

You can expect:
* High Professional Standards           * Experienced
* Confidentiality                               * Knowledgeable
* Objectivity                                    * Independent
* Open Communication                     * Focus on the Agency

My consulting fees are negotiated by the project or by the hour. A Consulting Services Agreement will be signed before services are rendered.

CLICK HERE TO FILL OUT THE CONSULTING INQUIRY FORM