The Moberg Group, Inc.
Insurance Agency
Why pick this one
The Moberg Group, Inc. has served independent agents since 1993 and specializes in E&O audits, agency planning, and perpetuation.
Best for
- Independent agencies needing E&O risk management audits
- Insurance agencies developing business or sales plans
- Agency owners planning mergers or acquisitions
- Agency owners preparing perpetuation plans
- Agencies evaluating workflow, automation, or information security
Look elsewhere if
- Individual consumers seeking personal insurance policies
- Businesses seeking direct insurance placement rather than agency consulting
- Agencies needing emergency insurance claims assistance
Specialties
- E&O risk management audits
- Business planning
- Sales planning
- Sales training
- Mergers and acquisitions
- Agency perpetuation
- Workflow evaluation
- Automation optimization
- Agency procedures manuals
- Information security
- Agency valuation
What makes them different
- Serving independent agents since 1993
- Largest provider of Errors & Omissions loss control programs for independent insurance agencies and brokers, according to the website
- Endorsed E&O audit provider for several state agency associations and E&O carriers
- Publishes an Agency Operations & Procedures Manual for insurance agencies
- Provides consulting for agencies and brokerages regardless of organizational size
Distilled from this business's own website.
Contact & Location
- Address
- 93 Church St Ste 206, Franklin, NC 28734-2918
- Phone
- 18283495250
- Website
- https://moberggroup.com
- info@moberggroup.com
Services
- Independent insurance agency consulting
- Insurance broker consulting
- E&O loss control programs
- Management strategy consulting
- Sales and marketing consulting
- Agency performance evaluation
- Process optimization
- Business continuity planning
- Agency valuation