Taylored Insights offers a variety of services to suit your needs.

Services Offered

  • Consulting

    In-depth review of current settings and procedures to determine where efficiencies can be gained.

  • Training

    Fully tailored precision delivery of your workflows following your previously determined procedures.

  • Train the Trainer

    Small group training for internal trainers to spread the knowledge to the rest of the team.

  • Procedural Manual Creation

    Easy to follow step-by-step procedural manuals along with screenshots based on previously determined workflows.

  • Combination Packages

    A combination of our services provided on a specified time basis to ensure your agency stays on top of system updates and industry regulations. Renewable or single use. Comes with an option to include a review of current workflows.

  • Retainer Packages

    Availability to purchase a predefined amount of hours per month to supplement consulting, training, or creation of procedural documentation.