Planning your Future

In today’s modern world, running an Independent Agency is a lot more complicated than it once was. Analyzing your data from your Agency Management System and understanding what it means can set you on the road to success for many years to come. When we evaluate your data, it will point to Key Performance Indicators, (K.P.I’s) such as Employee Performance, Growth, Retention, and Cross-Selling opportunities. As an Agency owner, you are most likely, to use your data to help make business decisions. We can expand the way your use this data and make it even more useful.

Positioning Your Agency To Achieve Top Value

Now is the time to start positioning yourself to acquire the best business evaluation for your agency, whether you decide to sell later or pass down the business to a family member or associate. Once we have performed an Agency Evaluation, we can identify Key Performance Indicators, (K.P.I’s) that will assist you in increasing growth, managing risks, and decreasing any E & O exposures. Don’t wait for a crisis or a fire sale to start thinking about positioning yourself for you and your family’s future.

Employee Performance

We have found that 99% of the time in working with agents, they are not managing their staff to their full potential. Are your staff’s duties evenly distributed? Are they receiving the support they need? Have you made your expectations clear? Do you have accountability standards in place? These are just some of the many questions we can explore with you in creating an efficient, productive, motivated employee.

Hiring Strategies

Weighing job performance and staff’s strengths and weaknesses allow you to know when and whom you need to hire. Using Industry Standards, you can make a better determination about when to hire.