insurance Consulting

 

Building A Partnership: The Process


Our first step is to earn your trust and build the credibility needed for you to share with us “WHAT’S KEEPING YOU UP AT NIGHT”. We then WORK WITH YOU to determine/document your goals for your organization, the obstacles to reaching those goals, solutions for overcoming those obstacles (including cost, timetables, action-steps/task to be completed, fees, etc.). Our team then prepares a proposal (including deliverables, estimated cost, timetable, etc.) We then sit with you and prepare a contract to document the deliverables, cost(including payment schedule) and timetables.



WHY USE A CONSULTANT

To most people, consulting is an intangible: a service that cannot be measured.
This creates difficulty in assessing the need for a consultant, as well as establishing value for services rendered.

THE DIFFICULTY CAN BE MITIGATED BY DETERMINING:

Why consulting is being considered (reasons).
What is to happen as a result of the consulting engagement (results).
How the consulting can be implemented (action plan).


  

A CONSULTING ENGAGEMENT CREATES VALUE FOR THE CLIENT BY:

 Identifying problems.
Recommending remedies and options.
 Formulating a position and its implementation.
Expediting a result.
Identifying tasks with  implementation of time frames.
The consultant's value rests in the fact that it is an independent third party's viewpoint and  expertise.

KEY ISSUES THAT SHOULD BE CLARIFIED WITH YOUR CONSULTANT:

The objective, scope and nature of the assignment.
A summary of the situation and potential consulting strategies.
The potential results to be generated from the consultancy.
The consultants qualifications.
The proposed start and end dates of the assignment
The fee structure.