Business Insurance Solutions helps agencies strengthen operations, maximize technology, develop their people, improve performance, and create sustainable growth. Every engagement is built around your agency, your people, your book, and your goals.
These aren't random problems. They're the predictable result of an agency that has outgrown its systems. We've seen them — and we know how to fix them.
Understand where your agency is today, where you want it to go, and what will create the greatest impact. The first step is understanding your agency.
Turn strategy into better operations. BIS can implement a complete roadmap or support one focused priority. Sometimes the answer is new technology. Sometimes it's getting more from what you're already paying for.
Protect the improvements you've made, continue developing your agency, and get more from what you've built.
Before anything can improve, you need an honest, scored picture of where your agency stands across the three areas that drive operational performance — and a clear, prioritized path forward.
Leadership and staff interviews, AMS review, workflow observations, documentation and workload assessment.
Each area is individually assessed and weighted to produce your composite Agency Performance Score™.
Observations, solutions, and tiered implementation options — your score, findings, and a prioritized roadmap.
Move forward with implementation and the full Assessment cost is credited toward your engagement.
For agencies that need experienced operational leadership without adding a full-time executive, BIS can move beyond recommendations and help lead execution.
A Fractional COO engagement brings experienced executive-level operational leadership to your agency — without the overhead of a full-time hire. BIS doesn't just identify what needs to change. We help make sure it does.
Not every engagement requires a full assessment. BIS also takes on specialized agency projects — scoped precisely to the challenge at hand.
You've grown past the point where informal systems work, but haven't yet built the infrastructure to support what you've become.
Adding staff, acquiring books of business, or expanding into new lines and needing systems that can handle the growth without breaking.
Wanting to expand capacity with VA support but needing structured onboarding, compliant task design, and accountability systems to do it right.
Clean operations, documented procedures, accurate AMS data, and a clear operational picture all contribute to premium valuations.
When departures create operational crises, that is a systems problem, not a people problem. We fix the system.
Tell us where you are today, where you want to go, and what is standing in between. We will help determine the right place to start and give you at least one actionable idea you can use right away, regardless of whether we work together.
Schedule a Free Discovery CallTell us where you are today, where you want to go, and what is standing in between. We will be in touch within one business day.
Specialized operational consulting for independent insurance agencies, built on 25+ years of real agency operations experience. No generalist advice. No generic templates. Just results.