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.