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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

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