Our Insurance Agency
Outsourcing Solutions

In these challenging times, agency owners cannot afford to be “all things to all people”. Most independent agency owners are faced with the pressure of handling their own book of business as well as the challenges of juggling all aspects of business operations. For many, they are simply not equipped with the knowledge, experience or expertise necessary to take their business into the future.

Imagine how effective you could be if you outsourced these functions to a professional who would assess your current business, including processes, procedures, and financials, build a strategic plan to address the gaps, implement the tactics necessary to take your agency to your next level of growth and then empower you with the knowledge and tools to effectively run your operation after we’re gone.

Preparing an independent agency for the future is a difficult job in this economy and requires owners to set priorities for the key operations of their business.

In our Agency Operational Audit, we work with you and your team to identify key priorities in your agency, including customer retention strategies, creating and maintaining a disciplined, systematic approach to sales and reviewing operational processes to create efficiencies and improve margins in your agency. As a business consultancy expert, we understand the challenges of operating your own agency and build and implement strategies to maximize your operational efficiencies so that you are FutureProofing Today!

Sales and revenue for an agency is your lifeline to profitability and success. In today’s business environment, many agencies don’t have the internal skills and manpower or financial capability to hire a full time sales manager to oversee the production of their agency. As a result, you are very likely not reaching your full potential in the marketplace.

In our 6 Month Sales Leader Plan, we will examine your sales management process, assess each of your producer’s capabilities and pipeline and then strategically align your agency with what’s working and address what’s not. Over 6 months, we will act as your sales manager in order to equip your sales team, whether you have 3 or 30 producers, with the skills necessary for future success.

From one on one coaching, to eLearning for the entire agency, we can take care of all your training needs that are identified in the Future Proofing auditing process.

Gain access to the Future Proof Webportal or have us develop a customized webportal for your agency.