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Agency Operational Review

We'll help you find solutions and innovations to improve how your agency operates.

No two independent insurance agencies are alike. Your agency’s challenges are unique to your agency. Finding solutions and innovations requires an objective examination. The IIAT Agency Operational Review is that examination.

We’ll explore every major aspect of your operations, and then show you precisely how you can improve them. Request your review today. The sooner we get to work, the sooner you—and your customers—can enjoy the rewards.

What the Review Covers

  • Marketing, advertising, and prospecting
  • Quoting, proposal, and binding
  • High-level accounting procedures
  • Applications and submissions
  • Policy review and delivery
  • Policy renewal
  • Policyholder servicing—e.g., policy changes, cancellation, nonrenewal, reinstatement
  • Claims handling
  • Certificate of Insurance

Once we have reviewed your operations, we’ll deliver our recommendations. Based on decades of experience, and tailored to your agency’s circumstances, they’re designed to make you more effective and efficient.

Assess Your Agency's Exposure to E&O Risks.

We'll analyze critical processes to reduce potential E&O threats.
Plus, you could get a discount on your E&O policy, per carrier approval.

How Much Does it Cost?

It’s affordable, and we’ll discuss pricing details once you have requested the review. But inefficient operations may already be costing you much more than the cost of this service.

Request more information

Complete this form to request more information about receiving an agency operational review from IIAT. We will respond quickly.

Product Mix

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Angela Ford

Continuous Improvement Director