New System Implementation and Training

Business Issue:

The organization needed assistance implementing a robust Agency Management System in its retail agency stores along with simultaneous implementation of completely redesigned Back Office business processes. This set of initiatives impacted all Front Office Agencies in 6 brands in 8 different states.


  • 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 provides a foundation to launch a Phase II of this effort with the objective to:

  • Review the 6 different Brands for processing inconsistencies
  • Develop an optimized Agency Model that can be implemented across all brands, all locations
  • Implement the supporting processes and procedures making processing consistent, predictable and repeatable across all Agency offices

Implemented an Agency Management System for a $700M Provider of Non-Standard Auto Insurance

Let's Work Together

At Himes Consulting Group, we don’t believe we have all the answers. We know that the right solutions to improve your business come from conversation and collaboration. We have the experience to learn your business and partner with you to create process redesign programs that fit your team.