Insurance Concepts in Motion received this letter from Gary Ascher of Western Insurance Services, Tomah WI and Sparta WI.
Dear Mary,
It has been six months since I contracted with you to do the initial assessment of my agency. It's been not quite five months since I began implementation of the plan designed by you to improve our automated workflow and to create other efficiencies within our office. Although we have not yet completed our plan, I wanted to give you some feedback.
Never in my wildest dreams could I have imagined the successes that we would have implementing the plan that you developed for us. Obviously, I believed that you had some good ideas and that you could improve the operation of our agency. That is why I accepted your plan and hired you to do the training necessary to implement the plan. However, I'm so accustomed to people making exaggerated claims, I had mentally discounted the projected savings. My implementing the plan that you designed for us, and hiring your firm to do the training, not only have we realized significant savings that meet your projections, but also you have helped us to position my agency for continued growth. Employee morale is at an all-time high. My employees have developed a new sense of pride in their work because they realize that they are operating in an efficient manner and that they are contributing to the success of the agency.
Another thing that has amazed me is the breadth of the changes that you have recommended. When I first contacted you, I was expecting recommendations on improving our automated workflows. You have been able to assist us with training in many more areas including producer training. I'm amazed at your broad grasp of the insurance industry, automated workflows, marketing, sales training and many other areas. Throughout this process, I've accepted the fact that as agency owner, I have many strengths and weaknesses. By working with you, you have been able to fill in the gaps where I am weak such as automated workflows and training of customer service agents. That has allowed me to focus on my strengths, which include personal production and management of the agency. It's impossible for an agency principal to "do it all". By bringing in an outside expert like you, I think any agency owner would benefit.
Even though we are more than two-thirds through our plan, I know that I will continue to rely on you in the future to help me to continue to make my agency a success.
Please accept my heartfelt gratitude for all of the help that you have given me.
