Agency Management Review
Independent Agency and Book Reviews That Protect Performance, Compliance and Reputation
Are your agency partners meeting the standards you set?
Without independent review, gaps in compliance, underwriting discipline and service quality across your agency network can go unseen until they affect performance.
How Pro Global Helps
Our Agency Management Review service gives carriers and MGAs an independent, in-depth review of agency and book performance and compliance with underwriting and service standards, with clear recommendations to strengthen partnerships and reduce risk.
Why choose Pro Global for Agency Management Reviews?
Every review is scoped around your specific needs and the challenges within your agency network, covering everything from policy issuance to claims handling.
Comprehensive insight into agency and book performance, supported by actuarial partnerships, showing how individual agencies affect results and loss ratios.
Accurate, precise audit reports give you the information you need to help agencies improve and to make sound decisions about your partnerships.
We audit adherence to contract, underwriting and service provisions so you can be confident your agents meet the standards you set.
Our goal is to protect your reputation, brand and quality standards while helping you enhance agency performance across the network.
Our Agency Management Review service gives carriers and MGAs a comprehensive solution for agency and book reviews and compliance assurance, delivered by a team with deep audit and underwriting expertise.
A Simple Proven Review Process
STEP 1:
Scoping & Agency Selection
We agree the objectives, the agencies or books in scope and the standards we will review against.
STEP 2:
Agency & Book Review
Our specialists review agency practices, from policy issuance to claims handling, against contract, underwriting and service provisions.
STEP 3:
Analysis & Reporting
Precise audit reports, supported by actuarial insight, show how each agency is performing and where the risks and opportunities sit.
STEP 4:
Improvement & Ongoing Assurance
Clear recommendations help agencies improve, with follow-up reviews to keep standards high over time.
What you can expect
A holistic view of agency performance
“Our team is committed to providing a holistic review of individual agency book performance. We not only audit adherence to contract and underwriting provisions but also provide insight into how individual agencies may be impacting performance and loss ratios. Our goal is to protect your reputation, brand and quality standards while helping you enhance agency performance.”
Pro Global Audit & Advisory team
Outcomes for your business
- Assurance and reputation protection.
- Reduced compliance risk across your agency network.
- Enhanced agency performance.
- Quality-assured agency management.
How we work
- Tailored to your specific needs and agency challenges.
- Comprehensive insight through actuarial partnerships.
- Precise audit reports that support sound decision-making.
FAQs
An independent review of an agency’s or book’s performance and its adherence to contract, underwriting and service provisions. It gives carriers and MGAs assurance that agency partners are operating to the standards agreed.
Carriers and MGAs that delegate authority to agency partners and need confidence that compliance, underwriting discipline and service quality are being maintained across their network.
Everything from policy issuance to claims handling: agency practices, compliance with underwriting and service standards, and the impact of individual agencies on performance and loss ratios.
A precise audit report setting out findings, areas for improvement and clear recommendations, with actuarial analysis where it adds insight.
By showing where agencies fall short of standards and where they excel, you can streamline processes, mitigate risks, strengthen partnerships and make better-informed decisions.
