what we do

Our vision is bold — we aim to make property and casualty carriers and their agents stronger and more prosperous as they deliver protection to people and businesses. Our work has already begun to change the industry and we're committed to extending our reach.

Our expert guidance, supplemented with custom competitive research and our proprietary Agent Business Indicator® model, helps P&C carriers 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?

Building on the essential knowledge from our research and reports, we work with carriers to identify strengths, vulnerabilities and opportunities. We collaboratively develop plans to seize those opportunities and address the root causes of their vulnerabilities, and we provide a range of consulting, coaching and training services to support the successful implementation of those plans.

Read more about our research services.

"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,
West Bend Mutual Insurance

Objective Research

Our quantitative research paints a clear, objective picture of your strengths and vulnerabilities within your competitive context.

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Competitive Advantage

Combine our research, results and expertise with your knowledge and experience to identify the highest leverage opportunities and build an implementation strategy.

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