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Operational Reviews
This service is a complete review of an agency or of one location within an agency. It is ideal for a growing operation looking to assess its needs, evaluate an acquired agency, or as a periodic refresher of operational strengths and opportunities for improvements. This review provides:
- On-site interviewing of all agency employees.
- Reviewing all aspects of the business, including sales, operations, automation, and financial condition.
- Evaluating growth and sales strategies and business mix.
- Comparing current business practices to best business practices in the industry.
- Evaluating productivity and recommending performance improvements.
- Redesigning job descriptions, organizational structure, and management roles.
- Reviewing workflow and procedures and recommending more efficient processes.
- Evaluating use of automation systems and other software commonly used in agencies.
- Evaluating compensation plans for producers and service staff and redesigning incentives.
- Recommending improvements and providing practical solutions for change.
- Setting action items for making changes.
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