- Take your agency to the next level of growth
- Identify premium leakage
- Identify areas of E & O exposure and solutions
- Address claim denials and turn them into claims paid
Best in Class Agency Development
Every agency is looking to expand revenue and retain a higher percentage of their customers.In order to do so, the agency must identify and correct weak points in your sales and service teams.
We have the knowledge and tools to:
- Review your book of business
- Identify missing or improper coverages
- Educate your teams about identified needs
- Large account review – risk analysis, current coverage review and coverage enhancements
- Polish up your producers and reduce production bottlenecks with mentoring
Results:
- Increased sales
- Reduce account churning and account-raiding by other brokers
- Increased account retention
- Enhanced professional standards of your producer and service teams
- Reduce Errors & Omissions loss potential
Professional Development and Tools
To gain access to the best customers and produce higher fees and commission, your sales and service team must have the technical skills and team building tools necessary to command their attention.
We can provide you with the following:
- Professional proposal templates, customized to your needs
- Coverage summaries and terminology
- Exposure review forms your producers will actually use
- Submission specifications by line of coverage or type of business
- File review support forms for the service team
- Technical training for your sales and service teams
Results:
- Higher level of professional sales and service
- Improved efficiency
- More sales time
- Increased sales
E & O Loss Control Power
- If the worst happens, hire the best
- Call us first before you argue, worry, or cave
- Expert hands throughout the litigation process
- Be proactive – identify exposures and reduce potential losses
The best thing an agency can do is risk manage their own risk. A benefit of proactively increasing professional standards is a reduction in E & O risk exposure. Unfortunately, you can do everything right and still become the target of litigation. If the worst happens, once you shake off that sinking feeling in the pit of your stomach, call us. We can help you work with your E & O insurance carrier and attorney at the start of litigation and actively search out defense strategies. If the issue cannot be resolved, our experts can work directly with your legal counsel as a standard of care expert witness.
- Review your E & O loss control measures
- Provide specific solutions for exposure reduction
- Assist with implementation of loss control enhancements
- Act as agency advocate or expert witness during claim process
- Act as coverage consultant and standard of care in tandem with legal counsel
Results:
- Strengthened protection against E & O claims
- Reduce staff time relating to documentation collection and review
- Identified defense strategies
- Best possible claim resolution