Consulting Customized for Your Agency

The WorkComp Advisory Group's consulting engagements focus on helping you achieve your specific agency goals and objectives. Our consulting services assist you in:

• Increasing the number of first appointments by targeting the perfect-client type
• Differentiating your agency from the competition through a messaging strategy
• Building solid relationships with your clients by improving your sales process
• Escaping the debilitating nature of bidding and quoting insurance by establishing a client-focused dialogue

Before we begin a consulting engagement, we conduct a thorough assessment to identify your risks and threats in these areas:

• Technical knowledge
• Sales culture and management
• Implementation strategies
• Client attraction and retention

At the conclusion of the assessment, we develop a comprehensive engagement plan that includes training, implementation, accountability and expression of value.

Grow Organically

Contingency commissions and agency acquisitions are no longer reliable long-term growth strategies. Our philosophy emphasizes organic growth. We'll provide you with strategies to help you:

• Initiate activities that create new customers
• Grow revenue per account
• Identify and keep the right-fit, high-profitability clients

Adopt Fee-Based Strategies

If you can help an employer improve their results, they will pay you for your knowledge and expertise. Adopting a consultative sales strategy that leads with Workers' Compensation brings a new dimension to the employer-agency relationship. We can show your agents how to:

• Initiate consultative discussions with clients
• Offer their specialized capabilities, tools and processes as a fee-based service