Operations management and sales

360° coaching (phone calls for sales and operations-related questions)

Objectives

• Offer telephone support and access to online assistance
• Provide a bank of tools/videos to achieve your objectives
• Help brokers to make sound technology-related decisions
• Develop easy-to-follow and easy-to-manage strategies

Sales

Objectives

• Improve the client experience
• Deliver personalized business development solutions in line with your organization's strong points
• Improve your sales closing rate
• Develop the full potential of your market
• Optimize your business profitability
• Increase your client loyalty level

Organizational effectiveness and process improvements

Objectives

• Use the full potential of operating systems and insurers' systems
• Boost brokers' productivity
• Improve client service speed and effectiveness
• Reduce employee stress associated with file updates and follow-up

Performance indicator diagnostics

 Objectives

• Acquire the necessary skills and knowledge to establish an operational diagnosis
• Evaluate company profitability and staff effectiveness
• Determine your company's performance indicators
• Be able to carry out comparisons and improve your firm's performance