Understand what drives independent agents, so you can drive more business.

We know that making it easier for agents to place business with you is a necessary and effective part of your strategy. We help property and casualty carriers effectively implement that strategy.

Here are a few typical examples of our results:

  • Re-designed claims handling process, reducing cycle time by more than 50% within the constraint of no systems changes
  • Survey results fed the annual strategic planning process, improving results and saving money by ensuring investment in the right priorities
  • Deep research into specific client questions about making the carrier-agent relationship more effective, leading to such changes as job re-design, field deployment restructure, revamping the quote and submission review process, designing and implementing new metrics, and many others

What We Do

We offer research, planning and support services. Our expert guidance prepares P&C carriers to answer such questions as:

  • What are our strengths and vulnerabilities as experienced by our customers?
  • How does our performance compare to that of key competitors and other benchmark groups?
  • What are our improvement opportunities and priorities?
  • What goals should we set?
  • In our case, what is the most appropriate change strategy?
  • How can we get the results we want while generating support and developing skills in our employees and agents?

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Who We Work With

Our clients include leading property and casualty carriers across North America. We examine the carrier-agent working relationship from the perspectives of both agents and carriers, and present information and analyses as well as hands-on support to enable our clients to compete more effectively. See our client list here.

Our Team

Our experienced team offers research and consulting services to help clients identify and prioritize opportunities, develop solution plans, and implement those plans. Because we collaborate with our clients, implementation is faster, more effective and less expensive while also creating significant learning and skill development within the organization. Read more

" The Deep Customer Connections model articulates the breadth and complexity of ease of doing business in a way that enables us to focus. Because making it easier is made up of a thousand little things, it was a big step for us to be able to break it down and focus. We've learned to better understand how we can improve-to identify and seize specific opportunities-and have seen improvement because of our focus.
- Kevin Steiner,
President

West Bend Mutual Insurance