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Implemented and Optimized Agency Model, New System Implementation and Training

Implemented an Agency Management System for a $700M Provider of Non-Standard Auto Insurance

Implemented and Optimized Agency Model, New System Implementation and Training

Implemented an Agency Management System for a $700M Provider of Non-Standard Auto Insurance

Overview:

Implemented an Agency Management System for a $700M Provider of Non-Standard Auto Insurance

Business Issue:

The organization needed assistance implementing a robust Agency Management System in its retail agency stores along with the concurrent implementation of a completely redesigned Back Office business process. This set of initiatives impacted all Front Office Agencies in 6 brands in 8 different states.

Actions:

  • Created detailed procedures and training materials in support of both Retail Agency and Premium Finance organization implementation
  • Redesigned the operating model for Back Office reconciliation in support of Retail Agency functions
  • Established processing model, organization design, and detailed operating model for newly formed Premium Finance Organization
  • Conducted implementation support and Process Assurance through the Go-Live of over 400 captive agents on new Agency Management and Premium Finance technologies

Projected Results:

  • The technology provided a foundation to launch Phase II of this effort
  • Reviewed the 6 different Brands for processing inconsistencies
  • Developed an optimized Agency Model that can be implemented across all brands, all locations
  • Implemented the supporting processes and procedures making processing consistent, predictable and repeatable across all Agency offices

What Our Clients Say

"Our team spent a lot of time debating whether or not to hire an outside consultant for this project, but partnering with RubinBrown was one of the best strategic decisions we could have made. The level of service and their commitment to meeting our specific needs blew us away. We know we chose the right ERP system, but that's because we chose the right consultant to help us get there."

CIO

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