Overview
Customer Overview
A brokerage general agency provides exclusive marketing solutions and specialized support to help advisors grow their practice while delivering top-tier financial strategies. US Based BGA helps find the most comprehensive and customized solutions for agent partners. They leverage innovative and effective financial solutions, strong carrier relationships, and underwriting expertise to help elevate the insurance business to new heights. They provide exclusive marketing solutions and specialized support to help advisors grow their practice while delivering top-tier financial strategies.
Challenges
The client was not satisfied with their overall performance, as the team they hired failed to keep up their promise to assist them in cutting down operational expenses. Reports deliverable were not done on time and the CRM was not kept up to date. Due to the difficulty of finding a suitable replacement, as well as the cost and time involved in training new employees, the client struggled to control costs and maintain efficiency.
Our Solution
The client was clear regarding the services and reports they required. They were confident about who they were going to trust to handle their monthly commission payouts. Our experts provided a complete solution to all of their concerns. We analyzed each and every report, finding all the possible data flowing into various systems, and documented them. Within a very short span of time, we successfully learned the client’s process.
Our experts conducted regular audits to maintain uniformity on both ends. We completed the assigned tasks with maximum accuracy and within the scope of the SLA agreement.
We also helped to clean up the client’s in-house CRM, keying in the missing data to get it up and running with fully updated information.
