Work smart - with accuracy and speed to increase your profitability. It's that simple! Remaining competitive has forced brokers to do more with less. A shift in thinking is required to deploy resources in a new way to manage increasing demands while minimizing costs. The insurance brokerage is rooted in procedure, from quote to binder, adopting efficient workflows that save time and support enhanced customer service and sales growth is critical.


Are you confident your brokerage is using the most economical workflows possible?

•  Could brokerage productivity be increased?
•  Is the team using the most efficient method for daily operations to
   maximize time?
•  How would a paperless solution benefit the brokerage?
•  Do you have time to do this analysis and where would you start?

We can help! Our consultants have over 30 years of insurance industry experience in various roles and organizations. They have worked intimately with many brokerages across Canada to identify and incorporate best practices that encourage broker success. As an unbiased guest in the brokerage, employees are willing to share their daily workflows and remain open to change once they understand there may be a better way. We invite you to consider the possibilities this analysis would have on your bottom line.
 

The Keal consulting approach, step-by-step:

• Take a "snapshot" of the brokerage by analyzing employee daily workflows in one or all departments

• Provide a detailed Best Practices Report to measure existing operations and recommend areas of improvement

• Utilize the Best Practices Report to create a project plan that outlines the implementation of some or all best practices, including achievement dates

 

TESTIMONIAL

"We are always looking for ways to reduce costs, especially the areas in which we have more control. We can become somewhat complacent in our job processes and routines and as such are required to occasionally stop and review what we do, why we do it, and how we can do it better. Keal’s Consulting Team, equipped with brokerage knowledge and understanding, did a comprehensive review of our job processes, explained the advantages of the features and functionalities built with, or in conjunction with sigXP, and made brokerage-specific recommendations that were appropriate for us. This is an invaluable process that we highly endorse."

Gord Santon
Controller
McDougall Insurance Brokers