More than half of the Best Practices Agencies in Texas have used IIAT's consulting services.
The sooner you reach out to IIAT, the sooner we can roll up our sleeves and get to work.
Click Here!Running an independent insurance agency can be overwhelming, with responsibilities across management, HR, sales, and more. IIAT Consultants can help by refining your strategy, improving operations, reducing E&O risk, building leadership skills, and enhancing workplace culture,
Our Consulting Services
Strategic Planning
We'll help you develop a clear roadmap to turn your vision into reality, achieve your goals, and drive your agency to new success.
Executive Coaching
Take the next step in your leadership journey! Get personalized strategies, sharpen your leadership skills, and fuel your agency's growth.
Kolbe Strengths
Our Kolbe-certified consultants can help you identify and empower your staff's natural talents, transforming how your agency operates, collaborates, and succeeds.
Agency Technology Consulting
Catalyit’s consultants can help you understand, select, and implement the right technology for your agency, leading to more productivity, growth and profitability.
Agency Operational Improvement Review
Make your agency more efficient wile reducing E&O risks. We’ll explore your operations and show you how to improve them.
How Consulting with IIAT Works
Here's an overview of our consulting process.
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Get Started - Request a Free 20-minute Consultation
By filling out this simple form, we can get a sense of the challenges you’re looking to fix. After submitting the form an IIAT consultant will schedule a 30-minute conversation to learn more about your agency, consulting needs, and expectations. This won’t cost you a single nickel.
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Recommend Appropriate Services
After the initial conversation, an IIAT consultant will make recommendations and suggest consulting options. We’ll give you a list of the suggested services and determine the next steps.
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Scope of Work
Once you know which consulting package you want, we’ll put together a scope of work. The scope of work details how we’ll work together to create the solutions you need. We’ll give you a list of the services we’ll provide, a timeline, who’s responsible for what, our confidentiality policies, and the cost of the consulting project.
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Fact-Finding
Once you’ve signed the scope of work, the project begins! We’ll start by conducting a thorough discovery. This will likely include producing key documents, conducting surveys, and interviewing key stakeholders in your agency. This step gives us the input and insights we need to craft the solutions you need.
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Innovative Insights & Strategic Recommendations
We’ll then deliver a set of strategic recommendations based on our experience and seasoned insights. You’ll have a roadmap for moving beyond the problems holding you back—complete with evidence and specific tactics. Don’t be surprised when we recommend innovative solutions and new technologies.
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Make the Change Happen
Once you implement our recommendations, you’ll begin to see how valuable our collaboration has been. Your agency will operate in new and exciting ways, and you’ll be poised to move into your next phase of growth. We’re happy to hold your hand along the way too.
