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Get an objective, systematic review of critical agency operations and practical recommendations to improve your agency’s performance.


Operational Improvement Review Checklist

IIAT will evaluate the following agency workflows:
  • Marketing, advertising and prospecting – What’s your ROI?
  • Quoting, proposal and binding
  • High-level accounting procedures
  • Applications and submissions
  • Policy review and delivery
  • Policy renewal
  • Policyholder servicing: policy changes, cancellation, nonrenewal and reinstatement
  • Claims handling
  • Certificate of Insurance

IIAT’s Operation Improvement Review assesses your agency’s exposure to E&O risks.

Get proven recommendations to help you streamline critical processes to reduce potential E&O threats. Plus, you could get a discount on your E&O policy, per carrier approval.

Key Findings and Recommendations

IIAT will provide a final report of findings, identify opportunities for improvement, and recommend best practices to improve agency performance.

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Questions?

angela
Angela Ford
Continuous Improvement Director
512.493.2443
aford@iiat.org

Pricing

Pricing is determined on an individual bases after assessing agency's needs and scope of work.

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Click the button above to request an IIAT Operational Improvement Review. An IIAT representative will contact you after your request has been submitted.