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Operational Agency Evaluation


Complete the evaluation and receive a free custom report mapping you to agency resources.

E&O Exposures, Operational Efficiency, Sales & Marketing and Management & HR are areas that our evaluation focus on.  This helpful tool aligns our resources with your agency needs. With this one-of-a-kind approach, we can virtually assist your agency and find a solution to obstacles that you may have.  We’ll provide a customized action plan for your agency along with resources.  We look forward to working with you and helping your agency thrive.

Click “Get Started” to receive a free guide to resources based on your responses and needs.  You will be directed to a questionnaire that should take less than 30 minutes to complete. Discuss the Evaluation results in a free 30-minute consultation phone call.

The following questions will be used to provide a custom report containing valuable insight, recommended actions and resources for your agency.  By completing the evaluation, you agree to receive emails from IAAC, Inc.

As your dedicated agency consultant, I am here to assist you with all your operational needs. Let's start the conversation by clicking "Get Started" so that we can identify your needs and offer you the best possible solutions.