Business Consultancy

Unlike other Business Consultants we specialise in the insurance broker sector, having worked in broking for over 25 years, we use our expertise to help your business.


Our service provides you with a written assessment on your business and a follow up to discuss our findings, we can then work with you to continue to help your business or if you choose you can implement yourself, we always remember that it’s your business.



What You Get with an Insurance Business


  • Face to face interview to gain an understanding of exactly how your business works
  • A detailed step by step plan to get your business on track
  • follow up meeting to review your plan and discuss how you can implement it
  • Expert professional guidance from people who have run an insurance businesses who know what it takes to thrive and specialise in finance and business growth in your sector
  • An honest opinion regarding the fitness of your business
  • Clarity about your business and your big picture


What We Discuss & Review:

  • Your business goals, aim, objectives, targets
  • Any challenges and issues you are currently facing in your business
  • Your business strategy and the plan
  • The business revenues and profits, how they are managed, your projections
  • Your marketing strategy and tactical plan, what’s worked for you and what hasn’t.
  • Your target market and how you offer  your service/product to the market, how successfully you are using the internet and social media and what is your return on investment
  • How you make your sales, what your conversion % is,
  • Your staff and how they are motivated, managed, trained, led and reviewed and how they contribute to your bottom line and represent your business
  • Your business operation. What are your standards, systems, processes, efficiencies
  • You. Your time management, your skills, your strengths and weaknesses, your work life balance, the role you see yourself in, where you want to take your business to



For a free informal chat give us a call or if you prefer complete your details on our contact form outlining your requirements and we will call you.






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