Department Reviews

This service is designed to evaluate the specific performance of Commercial Lines, Small Business, Personal Lines, Employee Benefits and Life departments.

This engagement includes:
  • Interviewing all department staff and employees who interact with them on a regular basis.
  • Evaluating growth and sales strategies and marketing tactics.
  • Comparing current business practices to best business practices for the department.
  • Evaluating productivity and recommending performance improvements.
  • Redesigning job descriptions, organizational structure, and management roles.
  • Reviewing workflow and procedures and automation use.
  • 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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