Consulting Services

AMRG provides a broad suite of consulting services for its insurance industry clients, including:

Gap analysis

Before you can get where you’re going, you have to know where you are. Gap analysis involves identifying your strategic goals and objectives, determining your current position, and building a plan to bridge the gaps between your current and desired state.

Comprehensive Errors & Omissions audits

Whether you are having trouble renewing your E&O policy, you want to obtain available credits from your E&O carrier, or you just wish to improve your agency’s operations to prevent or reduce E&O losses in the future, we can help. We offer basic and comprehensive audits for firms of all sizes, and can supplement this service with continuing education classes for your staff.

Desk management for zero backlog

One of the most serious problems in agencies today is chronic and intractable backlog. This causes low productivity, leads to E&O losses, decreases employee morale, reduces profitability, and results in poor customer service. We have a very simple, but extremely effective system that will eliminate current backlog and keep it in check permanently.

Development & implementation of customized workflows/procedures

Every agency wishes to have workflows and procedures that will optimize performance and provide customers and company partners with extraordinary service. However, the burden of developing and implementing the procedures usually falls to an internal staff member who has neither the time nor resources to complete the project. We offer two ways your agency can obtain system-specific procedures:
- Fully customized procedures, based on your agency’s automation system
- Procedure templates for Commercial Lines, Personal Lines, and Accounting

Implementation of automation solutions

Most agencies admit that they use only a fraction of the capability of their agency management system. Whether you use the Applied System, one of the AMS products, or any other system, we can help you maximize your return on this substantial investment.

Staff analysis & development

We know you’ll find this hard to believe, but operational problems in an agency are rarely caused by an insufficient number of employees. The problems are usually caused by an absence of sound procedures, lack of training, or an ineffective organizational structure. We can help analyze the strengths and weaknesses of your current staff and assist you in building a plan to improve their performance, including career development plans that improve job satisfaction.

Change management

One of our associates likes to say that the only one who likes change is a wet baby! Cultural change is one of the most difficult things any organization undertakes, yet it is often required in order to move an organization from ordinary to extraordinary. We can assist your agency in managing the pain of change.

Executive coaching

Our consulting experts can help your agency’s leaders and managers become more effective by providing group and one-on-one coaching. This is a necessary element in your firm’s ability to reach new heights.

Strategic business planning and facilitation

Very few agencies ever get around to writing down their strategic goals and objectives or to develop comprehensive business plans. We can help facilitate your agency’s planning activities and create a blueprint that will move you to the proverbial next level.

Operations due diligence analysis prior to merger/acquisition

Whether you’re the acquirer or the one being acquired, we can assist you through the often confusing process of changing your organizational structure. Due diligence helps you ensure that the price you pay or receive is based on sound business and financial principles.

Program business sales and operations

Program business is one of the most profitable...and fun...things an agency or company can do, however, it requires special expertise in order to manage it properly. We can assist you in determining what kinds of program business to develop, where to look for it, and how to manage it on the operational side.

Marketing & sales management

Many independent agencies have lost their sales and marketing compass. Being an extraordinary sales organization requires discipline, sound management, and a proven sales process. Most agencies admit that they don’t even use their automated system for marketing or sales support. We can help train and manage your sales force, keeping them focused on the most important function of the independent agent-new business!

Risk management

One of the most important services we provide to our clients is assistance with non-insurance alternatives. Many firms wish to provide these services, but don’t have the expertise in-house. We can help you help your customers to find innovative ways to deal with their loss exposures.

The AMRG Consulting Difference

We have held every agency position. We work each week in real agencies throughout the country. We do not simply provide advice and recommendations – traditional “consulting fluff” – we provide real solutions for real agencies. And we can help you to implement them.

Beyond Best Practices

We think our innovative solutions for independent insurance agencies and their MGA and carrier partners are way beyond a Best Practices approach...and that's because we think we've had a lot more practice.

We have a proven process to improve your agency in the areas of sales, marketing, operations, customer service, and accounting. Aligning those processes with seasoned insurance professionals who have been putting them into practice for over two decades will allow your agency to reach the goals you have set...and more.

Add to that the pragmatism that comes from having worked with some of the finest insurance organizations in the country, and you've got a recipe for success.

It is all tempered with the highest ethical standards and a commitment to results...a formula we think adds up to extraordinary success...for you, your clients, and your employees.