not growing, you’re falling behind. Sustained
excellence requires action - not just keeping
up, but sprinting ahead.”
Get a better handle on how the best agencies are
performing and achieving outstanding results. Understand
and profit contributions of the various lines of
business and individual producers. Know the impact
income. Our profitability modeling tools help take
peer analysis to a new level. Learn
Income – Expenses
= Profit. To improve performance simply increase
income and/or reduce expenses, right? It’s
difficult to make sound business decisions
without knowing how each department, line of
business or individual producer contributes
to the bottom line.
But remember –the numbers are not the
entire story. It’s really about the people
and the processes behind the numbers. Discover
all the ways you can improve your bottom line.
- Workflow That Works
Agencies have made significant investments in technology—hundreds
of thousands of dollars over the years. All too often
the promise of these investments isn’t being
realized—particularly when new technology is
simply added to old processes. See how you can make
technology show you the money.
Need a workflow tune-up? Our Operating Reviews can
pinpoint areas for improvement and provide workable
methods for making positive changes
a proven formula for building a customer-focused
operation that will improve profitability and
enhance the value of your organization. Utilizing
tools that focus on the customers, identify
costs, streamline work and measure results,
we show agencies how to improve the efficiency
of their procedures and enhance the service
provided to customers. And we can work with
you to cut the costs out of the entire end-to-end
- Maximizing Agency Value
Agency value is not about multiples of commission.
It’s about earnings and risk. To maximize
the value of your agency, you need to enhance earnings
by increasing income and/or reducing expenses,
minimize your risk by ensuring that you have the
right people doing the right things in the right
Is it time to look at the value of your business
in terms of risk and reward?
- Productivity & Benchmarking
Industry benchmarks provide valuable information
to help you compare your results to your peers.
can’t accommodate the things about your business
that separate you from the average – your marketplace,
your customers, your strategic vision, and other
factors that have a direct impact on productivity.
We can show
you how to make the most of valuable industry tools
and develop your own set of benchmarks to measure
productivity and maintain the right capacity to deliver
quality customer service. Learn
- Operating Reviews
Price and product may not provide a consistent
marketing edge but operating excellence can give
you a strong
competitive edge. Is it time for an objective third-party
review of your operation with an eye toward creating
excellence that can be sustained?
The review is just
the beginning. Opportunities for improvement
require action plans. Follow up. And follow
through. We not only help you identify what needs
to be changed but how to make the change and make
Responsibility without accountability is just a lot
of good intentions. Meaningful expectations can produce
measurable results. But only if there is a sense
of commitment and accountability throughout the organization.
We can help you and your management team create an
environment where every employee can own his or her
job and be accountable for results. If you don’t
like where the buck stops in your business, we’ve
got a plan for you. Learn
- Employee & Customer
Do you know how well your agency is meeting the
needs of your employees? How about your customers?
not sure, we can help.
For years, our Employee Satisfaction
Surveys have been helping agencies improve communication
in meaningful ways. Feedback systems go beyond
just the surveys, though. We can help you make
ensure you continue to get the kind of feedback
you need and want from both employees and customers.
Too many changes? Or not enough? If a threat or weakness
is forcing you to change. If a strength or opportunity
is calling you to change. If you are constantly making
changes that don’t help or don’t last.
If your staff has trouble adapting to change. Or if
you want help in putting positive changes into strategic
perspective, we can help. Learn
Get started today.
Call Transformation Advisors, Inc., or email
tell us about your issues and concerns.
We’ll call you.