Agency Consulting

Organized and consistent workflows contribute to the profitability and success of every agency. Your operations should support strong productivity and optimal customer service. Our consultants can evaluate and update your existing procedures, establish agency standards, and help minimize errors and omissions exposure. We take the time to interact with your staff and observe existing workflows to create recommendations that can be tailored to your specific agency situation.

  • Eliminating redundancy and unnecessary keystrokes
  • Streamlining workflows
  • Creating standards which will help employees meet management’s expectations
  • Utilizing your technology, including your agency management system
  • Helping create more meaningful management reports
  • Establishing checks and balances
  • Creating an internal quality control program to assure compliance with standards and procedures
  • Evaluating work distribution and supervision
  • Developing an internal Errors and Omissions loss control program

Our services can be provided on-site in your agency, or remotely using technology to perform a virtual office visit. See what others have said about our services under Testimonials.

Epic Agency Management System

Is your agency struggling with streamlining and implementing Epic as your agency management system? Lori Heemstra Rummelt brings special expertise that has helped multiple agencies by addressing configurations, streamlining workflows, and structuring management reports that deliver! Whether you are just moving to the Epic system, or you have been using it for several years, we can help you find the efficiencies you need and deserve.

Not on Epic? No problem. We can still provide guidance to assure you are using your agency management system most effectively, whatever the platform.

Let Our Experience Work for You

In the highly competitive environment in which you operate, there is often little time to dedicate to managing the processes which take place in the office on a day-to-day basis. Yet excellent customer service is one way you can distinguish your agency from the competition. Optimizing your operations can contribute to better sales support and employee satisfaction.

Contact us to see what we can do to help.

Contact us today with any questions

(269) 623-8112