Insurance Agency Consulting

When Insurance Brokers need a dependable resource for Agency Sales, Service, Operations and Accounting they can look to Ganis Consulting.  We offer a full menu of consulting services for insurance agencies.

Existing Agency Consulting

  • Onsite Consulting, training, workflow evaluation and written recommendations
  • Accounting Clean up. Lay foundation for organized accounting procedures, reporting and bank reconciliations
  • Review agency financials and make suggestions on how to add profit to your bottom line
  • Sales and motivational training for all staff members and management
  • IT Assistance
  • Insurance Agency Start Ups for candidates with or without Insurance Experience
  • Implementing Agency Management Systems and Converting agencies to paperless environment
  • Customer Service, Sales and Software Training
  • Cross sell training for Agents and CSR’s

Insurance Agency Acquisitions

  • Locate agencies for sale based on the criteria you provide
  • Assist agency buyers and sellers with initial meetings, offers, due diligence, purchase agreement and closing
  • Oversee entire acquisition process
  • Provide templates to compare annual income and other factors to consider when buying or selling an insurance agency
  • Integration of acquired agency into your existing agency

Start a New Insurance Agency

  • Introduce and arrange meetings with rating vendors, management systems, phone and computer networks, signs, logos and many other items.
  • Create and implement marketing plan to drive leads to your agency
  • Locate, research and negotiate office space
  • Assist in obtaining quotes for E&O Insurance
  • Set up internal work flow for accounting, service and sales
  • Initial training on all systems, carrier underwriting and agency procedures

This is just a brief overview of the services we offer. By contacting us we can discuss your specific needs and develop a strategy that caters to your agency.

Please call or email us for a free no obligation consultation.


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