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 Finding
the right place to be is a necessary first step to being there
at the right time.
To understand us you must first, understand the difference between us and others that consult. Our consulting programs are designed to work within a defined strategic environment and to set the stage for our strategic marketing, communications, and performance development programs. We do not “show up and throw up”, leaving you with a list of things to do and fix while we move on to the next client. We work with you, we work for you, and we stand by you.
Our consultants are industry experts that have come from the field, not an MBA program. We scrutinize every consulting candidate and our selection process eliminates those who are drifting into and out of the profession. We only hire the best because you deserve the best. Here are four selection benchmarks that we use for every coach and consultant that we hire:
- Coaches & Consultants must have a broad level of experience within the industry at both the carrier and agency level.
- Coaches & Consultants must have an extensive history of successfully coaching, training, and mentoring sales, marketing, and service individuals, teams, and organizations.
- Coaches & Consultants must be personally successful and deeply committed to enriching the personal and professional lives of every client and participant.
- Coaches & Consultants must be unconditionally responsible for the success of every client and participant in every program.
Prior to engaging in a consulting relationship with our clients, we conduct and review a comprehensive agency or carrier assessment that provides our team with enough information to make educated recommendations regarding the scope and format of the project. We do not take every assignment nor do we assume we are qualified for every role. Here is a list of our consulting specialties – services that we provide that we know are superior to any alternative.
- Strategic Marketing & Communications
- Integrated Business Development Models
- Agency Management Planning
- Agency & Carrier Partnership Planning
- Market Positioning, Branding, and Identification Programs
- Agency & Carrier Performance Assessment
- Executive Coaching and Leadership Development
- Market Research and Opportunity Development
- Agency Technology and Network Design
- E-Business Solutions and Communication
- Agency & Carrier Cultural Assessments
- Client and Agency Plant Segmentation Strategies
- Service Center Business Placement Assistance
- Risk Management & Loss Control Programs for Personal Lines Clients
- Stewardship Strategies for Small Commercial Accounts
- Call Center Design and Telemarketing Programs
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