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