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3929 Service Offerings
Tailored Strategies
Navigate with Confidence.
Whether you need expert guidance on workers’ compensation audit disputes, flood zone determinations, insurance agency operations, or trade association insurance programs, our team provides strategic solutions to optimize coverage and reduce costs. With deep industry expertise and a commitment to delivering measurable results, we ensure that our clients receive the best protection, pricing, and service available.
Secret Shopper
Do you know what it’s really like for prospects and clients to interact with your agency? Our secret shopper program gives you an unfiltered look at your agency’s customer experience by posing as real clients, assessing responsiveness, professionalism, and sales effectiveness. We provide detailed feedback on every touchpoint, from initial contact to policy discussions and follow-ups. By identifying gaps in service, we help your agency refine its approach, improve client interactions, and boost retention.
Workers' Compensation Audits
Many businesses overpay on workers’ compensation due to audit errors, misclassifications, or incorrect payroll calculations. Our team reviews past and current audits to identify discrepancies, challenge inaccuracies, and recover overpaid premiums. Since we work on a contingency basis, you only pay if we successfully lower your costs. If you’ve experienced unexpected premium increases or suspect errors in your audit, it’s time to take a closer look.
Account Manager Training
A strong account management team is the backbone of any successful insurance agency. Our account manager training program equips your team with the knowledge and skills they need to provide exceptional service, cross-sell effectively, and manage client relationships with confidence. We focus on coverage knowledge, policy servicing best practices, and client communication strategies to ensure that account managers are proactive, knowledgeable, and able to deliver real value to your agency’s clients. A well-trained account management team not only improves customer satisfaction but also drives agency growth.
Insurance Agency Consulting
Running a successful insurance agency requires more than just selling policies—it requires strong operational processes, efficient team management, and strategic growth planning. We provide expert consulting services for insurance agencies looking to improve their sales strategies, streamline workflows, and enhance customer retention. Whether you need guidance on agency operations, producer performance, or carrier relationships, we help agencies build a foundation for long-term success.
Social Media and Marketing
Effective marketing is key to supporting your agency’s growth. We provide expert assistance in creating compelling marketing content that resonates with your target audience. From digital campaigns to traditional marketing materials, we ensure your message is clear, engaging, and drives results.
Trade Association Program Development
Trade associations have the unique opportunity to provide their members with tailored insurance solutions that offer better coverage, reduced costs, and exclusive benefits. We work with associations to design, implement, and manage custom insurance programs that align with the specific risks and needs of their industry. Whether it’s a group purchasing program, a captive insurance model, or an affinity-based offering, we help associations enhance member value while creating a competitive advantage. Our team handles everything from carrier negotiations to program administration, ensuring a seamless experience for both the association and its members.