Strategic Advisory Services

OPTIS Partners’ principals have presented at numerous conferences, conventions, meetings, panels and similar venues on a diverse variety of topics and issues related to the insurance distribution system.

Presentations have been made in the form of seminars and workshops typically to agency principals on a stand-alone basis or as part of a larger gathering. Seminar and workshop topics have included ownership perpetuation-succession planning, merger and acquisition strategies, value enhancement and financial management. Sponsors have included numerous industry agent-broker trade associations and insurance companies.

Presentations have also been made to industry trade associations, insurance company executives and financial institution directors and officers. The common themes or topics are issues involving the insurance distribution system with the focal point or depth dependent on the needs and experience base of the group. In addition, our principals have functioned as panel moderators at a number of industry and related functions.

Each presentation is unique and crafted to meet the precise needs of the sponsoring organization. We encourage you to contact us directly to discuss your requirements and how we may be able to work with you.

Business and Strategic planning is a process in which decisions are made and action plans are developed essential to the future of the organization. Strategic planning focuses energy and keeps members of the firm working toward the same goals. It is also used to assess the organization’s progress periodically and make adjustments to its direction as the business and market environments change.

Each plan is unique, but those that are effective have a common set of core activities. To guide your firm through the planning process, we focus on these activities as they pertain to your particular business.

Core Activities:

• Identification of organizational challenges
• Setting of goals and objectives
• Assignment of these goals and objectives to individuals and/or teams
• Assistance with the development of strategies for reaching the goals assigned

OPTIS Partners can facilitate an even broader planning approach through execution of some or all of the following tasks:

• Identification of your firm’s history, culture, and services in an effort to isolate factors that differentiate it from its competitors
• Review of industry trends and issues that could affect your firm’s direction
• Examination of local, state and national trends that could influence your firm’s market direction and business decisions
• Development or affirmation of the company’s vision, mission and values
• Creation of SMART (Specific, Measurable, Achievable, Realistic, Time-related) Action Plans for implementation in the coming year
• Preparation of a report that summarizes discussion, outlines goals and strategies, and charts action plans
• Periodic follow-up with management as requested to discuss progress