Why Taylored Insights — Taylored Insights Consulting

Fully Tailored Approach To

Consulting

Training

Creation of Procedural Manuals

Specializing In

AMS360

ImageRight WorkSmart

BenefitPoint

At Taylored Insights we set ourselves apart by taking the industry standard one-size-fits-all approach and tailoring it to your needs. Everything we do is centered around workflows and procedures that are specific to you, enabling efficiency and increasing consistency across your entire organization.

Our specialties lie in the primary Vertafore systems, and we also consult and train on a variety of the supplemental systems Vertafore offers. With 10+ years of experience delivering precision training at Vertafore and as lead trainer for some of the largest insurance agencies, the Taylored Insights team has knowledge and expertise to ensure you get the most out of your time with us.

Step 1

Assess your current settings, configurations, and workflows to find any areas where we can help to increase efficiency.

Step 2

Create step-by-step procedural manuals enabling both existing employees and new hires to easily follow the steps that are in line with your optimized workflows.

Step 3

Deliver precision training to your teams adhering to the predetermined workflows.

Using this method, there is no longer a need for your team to ‘figure out for themselves’ how to take the industry standard one-size-fits-all training and connect the dots to how your organization intends to make use of their systems.

If you would like to know more about the services we offer, please visit the Services page for more information or connect with us for a consultation.