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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.



Angela Ford
Continuous Improvement Director


Pricing is determined after assessing agency's needs and scope of work.


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