The Leader in Independent Insurance Agency Workflow

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Nettles Consulting is on a mission to maximize independent agency performance.

The purchase of an agency management system alone is not enough to maintain a competitive advantage in today’s e-commerce markets.  Without proper implementation and workflow planning, an agency will never reap the benefits of this costly software purchase.

Working with independent agencies of all sizes, Nettles Consulting has developed proven methodologies and tools to elevate your agency operations.   The Nettles process takes agencies from an initial assessment to pre-active strategizing to implementation of intelligent workflows in a manner that involves all levels of your agency.


  • Operational Assesment / Baseline Benchmark

    Operational Assesment /
    Baseline Benchmarking

    Balancing agency culture and the need for structure is going to be a main challenge of the new decade.  Through a series for interviews, surveys and a review of management system data, we identify opportunities to improve your service delivery model without compromising on your agency’s culture and values. Implementing new technologies is a process, …

  • Workflow Development

    Workflow Development

    Workflows are more than just tasks and steps performed in your management system.  Workflows include a common set of guidelines that reflect your agency’s culture and values.  Having a common set of Agency Best Practices ensures that the service team knows what is expected of them.  Our proven Workflow Development process provides templates for industry …

  • Workflow implementation

    Workflow Implementation

    Once workflows are documented and tested, Nettles Consulting can provide staff training.  It is important to understand that training alone does not change behavior.  Rather, training creates a baseline for the staff and sets certain expectations.  Training eliminates excuses for staff non-compliance with procedures as well. Our on-line training sessions can be recorded, thereby eliminating the need to …

  • Monitoring Compliance

    Monitoring Compliance

    Developing and implementing standards does not ensure the staff will actually follow the listed procedures.  Training does not always result in staff changes in behavior.  The only way to ensure compliance is to implement ongoing monitoring, feedback and additional training. Our Quality Assurance program combines transaction reviews and automated client and policy reviews to ensure staff …

Over 200 Satisfied Clients

  • Our agency’s goal was to continue aggressive growth AND do it with the same people. The Nettles Process helped us assess our current workload distribution allowing us to reallocate staff resources. We were able to eliminate steps, take advantage of technology features and streamline operations resulting in a more focused service effort by our existing staff.
    — Deann Sheldon Vice President, Commercial Lines Manager Kuykendall Gardner Risk & Insurance Brokers
  • The Nettles Process helped us standardize our procedures across all P&C departments. We have fully integrated our unique processes into practical insurance procedure, helping us to minimize E&O exposure, standardize process, and improve operational efficiency.
    — Dawn Ramsay Vice President P&C Operations

Get in Contact

If you are not yet reaping the benefits of your technology purchases or perhaps wondering if your team is working as efficiently as possible, send Laura a message.