BUSINESS AS USUAL IS NO LONGER AN OPTION...... 

 

Rapidly changing market conditions, uncertain economic times, increased litigation against agents, the changing relationship with carriers, and a series of major natural disasters, has taken its toll on the insurance industry. For many agencies survival is at risk.

THE MOBERG GROUP is the leading provider of Independent Agency and Broker Consulting, and the largest provider of Errors and Omissions loss control programs for independent insurance agencies and brokers. Regardless of the size of your agency or brokerage, our team of highly experienced consultants can assist your organization in a cost effective manner.

If you need help with your agency's operations, we are the team to help!

TMG also publishes the most widely used Agency Operations & Procedures Manual for Insurance Agencies

                    "SUCCESS WITH A PLAN"

We are the leading provider of Insurance Agency Errors & Omissions loss control programs.  And, as the endorsed E&O Audit provider for several state agency associations and E&O carriers, TMG has developed a standard audit process and reporting format preferred by many E&O underwriters. 

OUR SPECIALTIES

  • E & O Risk Management (Audits)

  • Business Planning

  • Sales Planning

  • Sales Training

  • Mergers & Acquisitions

Additional Services

 

Times are very difficult. Agencies are facing tough markets, unparalleled competition, and reduced revenue with more work.

There is no better time to get help. Maybe it's time to begin the process of identifying where you can improve the efficiency of your operation while getting stronger and positioned to meet the market head on!

Are you looking to grow faster than you are able to grow organically? Is a merger or acquisition on the horizon? Or, maybe it’s time to begin planning the perpetuation of your agency. A very large percentage of agency owners are “Baby Boomers” approaching retirement. Do you have a perpetuation plan?​

Management Strategy

  • Sales & Marketing

  • Agency Performance

  • Preliminary Industry Performance Evaluation

Performance Management

  • Compensation Programs

  • Staff Evaluations & Recommendations

  • Producer Performance

Process Optimization

  • Evaluate current work-flow

  • Productivity Analysis

  • Quality Assurance Practices

Automation Analysis

  • Agency Automatization Utilization

  • Document Management Strategy

  • Business Continuity Plan

Business Planning

Mergers & Acquisitions

  • Evalution of Prospetive Acquisitions

  • Valuation of Acquisitions

  • Developing Strategies

Agency Perpetuation

  • Preparing the Agency

  • Develping a Plan

  • Managing the Plan

Agency Valuation

  • Tax Purposes

  • Agency Sale

  • Estate Valuation

Information Security

Testimonials

"During our initial consideration of the E&O audit, we had concerns as to the value that might be realized by having the E&O audit completed. However, we were pleased with the final result of the audit, the way the audit was conducted and the value we received from Eric’s outstanding ability to recognize where potential E&O claims may occur and recommending what preventive action should be taken. As part of the audit, Eric met with each associate learning
our internal procedures, and provided management documentation to review for implementation."

 

Neil Annas, President

Granite Insurance Agency Granite Falls, NC

 

Contact Us

The Moberg Group, Inc.

93 Church St. Suite 206

Franklin, NC 28734

Telephone:    828-349-5250

                    1-800-630-2884

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