Part of our menu of services is what we call an Agency Report Card. We spend at least one business day onsite at your agency to conduct a full operational review of sales, service, and support/back office, resulting in an Agency Report Card that highlights areas of strength and opportunities for improvement.
We generally give you a list of 10 areas of your agency which you pick 4 or 5 to be reviewed. The most common areas are Service Workflow, Accounting and Financial Reporting, Agency Management System Review and Marketing. If you were to choose these 4 items for your report card, we’d focus on these areas on our visit and spend 2-3 hours with the Principal of the agency inquiring about current methods.
Within 7-10 days of our initial visit, you’ll receive a report ranging from 15-40 pages outlining the current methods used for certain procedures along with recommendations on how to improve. Once you receive The Agency Report Card and have a chance to review it, we’ll return to the office or schedule a call to review the report and answer any questions you have.