Insurance Agency Services
- assessing data - conducting research - employees discussions,
- operational assessment, structure,
- talent gaps
- commission/fee accountability,
- service platforms vs profitability,
- automation
- entry level mentoring
Account/Client (top accounts) 
- audit large accounts; coverage, exclusions…
- compare similar industry accounts - coverage/markets
- client operations risk exposure - agency risk colleagues
- focus on business issues - critical exposures
- review underwriting information in file - ie applications
- underwriters applications - industry vs client
- client satisfaction survey
- policy review delivery w/client - explore different approaches
Sales
- provide leads
- assist new sales colleagues
- prospect research
- lead underwriters niche products/industry focus
- sales training & plan development
- relationship sphere of influence development
- examine information gathered by producer - adequacy
Underwriting/marketing
- renewal strategy sessions, 6 months
- develop /review “specs”
- preliminary survey of marketplace
- research alternative markets - program structure
- assist with competition, ‘defense'
- lead “new client” marketing, ‘offense'
- contract reviews
- lease agreements
- vendor analysis
- COI reviews,
- on-site client education - new employee transition
- client on-site fill in critical need - time of year/vacation