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(805) 338-2295

Consulting Services


Our consulting services provide agency owners with guidance that is critical to their success by offering solutions to maximize profitability, effectiveness and efficiency. Our consultants are experienced insurance professionals who have deep knowledge of the business of insurance.

Our Consulting Services Include


  • Agency Operations Review
  • System Utilization Review
  • Time Management Analysis
  • Procedure Audit
  • Agency Management System training
  • Marketing Plans for Cross Selling Best Practices
  • New Employee Training
  • Incentive/Bonus Program Development
  • Productivity reviews
  • Retention Strategy
  • IT and Software review
  • Procedure Manuals Development
  • Form Letter Library
  • Accounting and QuickBooks training

Our agency consulting services for Hawksoft, Vertafore FSC Rater, QuickBooks and Insurance Carrier Platforms include new employee training, system utilization reviews and workflow analysis.

Interested? Contact Us