Its Time For Your Agency Health Check!

The Agency Health Assessment is similar to the Operational Improvement Review, but the results are for internal use only and the process does not qualify for a premium reduction.

An Agency Health Assessment will focus on the Commercial and Personal Property & Casualty operations of the agency. An agency risk management professional will work with agency leadership and personnel to review workflows, procedures, disclosures and agreements. The ultimate goal of this exercise is to identify opportunities to enhance and improve agency operations and outline these opportunities in a detailed and actionable plan for the agency.

Contact Mallory Cornell, Director of Risk Management at or (608) 210-2975.