most . Nothing , within reason , was off the table .
The account managers would know , better than anyone , where we needed to improve . They attend industry webinars , carrier meetings , and several of them go to the Applied Net conference every year . The Core Team meets 1-2 times a month .
They started by completely rewriting our commercial lines workflows , changed job roles of entire departments , and decided on what new technologies they wanted leadership to bring into the agency . It has been so successful we now have this type of activity in personal lines and benefits as well .
You ’ ve partnered with a firm to implement safety and risk management measures for clients . How and why did this come about ?
We were simply trying to create a meaningful value-added service . We noticed that many agencies and carriers touted their “ risk management ” services , but that term meant different things to different people . We also noticed that they offered bits and pieces that could be included in a company ’ s safety program , but very few people offered a complete process .
other similar business owners who had stories of uncovered losses , and agents who pictured them all hanging from skyscrapers . We discovered those business owners struggled to find agents that understood how they worked , what coverages they needed , and had markets to write it .
To make this profitable , we had to be efficient at it and scale the book of business quickly . We approached a few of our key underwriters to make sure they knew the risks . We developed a specific , shorter new business application with only the questions we needed to ask . Our marketing and underwriting of these accounts takes less than half the time and effort of a comparable business in a different industry of the same size . We created marketing materials and have started attending trade shows , and
PROVIDING RURAL AGENTS WITH ACCESS TO “ EXCELLENT ” RATED SPECIALTY CARRIERS .
We collaborated with our friends at Three Sixty Safety to help our clients create an “ A to Z ” program that included forming a safety committee , conducting monthly meetings , online safety training , work area and PPE audits , claims analysis , and OSHA compliance . The total program helps our clients control their work comp costs while managing their bottom line .
You have a specialty program that appears to have a unique approach to the market . Can you tell us more about it ?
We developed a good client relationship with a window cleaning contractor . We started getting referrals from
AFFORDABLE INSURANCE FOR AFFORDABLE HOUSING
Twila Hall Aegis General Insurance Agency Marketing Representative 417.379.4035 www . aegisgeneral . com
SOLUTIONS FOR YOUR AGRICULTURAL BUSINESS
Riah Leland Mid-America Risk Managers Irrigation Insurance Specialist 800.935.6276 , ext . 225 www . marm . net
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