by

Sisu Insurance Services, LLC



Point of Contact: Melissa Barr, Founder

Available Services: We specialize in consulting services for both newly established independent insurance agencies, as well as existing agencies, who may be seeking a refresh or targeted support in specific areas.

IAOA Exclusive Discount: 25% off consulting services

Sisu Insurance Services, LLC takes a holistic, consultative approach to every engagement, providing continuous service to independent insurance agencies across the U.S.

With over 25 years of experience in commercial lines, personal lines, life and health insurance, with focus on marketing, sales, team management, operations management and carrier/customer relations, we have the knowledge base and skill set for any needs of a business owner in the independent insurance agency space. We will work with you to customize a plan tailored to your agency and your needs every step of the way!

Our mission is to empower businesses to thrive in the face of uncertainty. We are committed to providing innovative solutions, leveraging our expertise, experience and relentless determination to deliver exceptional results for our clients. With integrity, professionalism, and steadfast dedication to excellence, we stand as trusted partners, guiding businesses to a future of resilience and success.

Consulting services provided, but not limited to:

Startup & Business Planning

  • Business Plan Development
    Assistance creating a detailed business plan, including mission, vision and growth strategy.
  • Licensing & Compliance Guidance in all 50 states
    Step-by-step support for securing proper licensing (state, agency, producer) and regulatory compliance.
  • Carrier Appointment Strategy
    Guidance on getting appointed with the appropriate insurance carriers and wholesale brokers based on niche and target market.
  • Market Research
    Help identifying target demographics, competition, and market positioning.

Infrastructure

  • Agency Management System (AMS) Setup and Integration
  • Workflow & Process Design
    Designing efficient workflows for quoting, policy management, renewals, marketing, claims, and customer service.
  • Standard Operating Procedures
    Creating documentation (policies / procedures) for consistent business operations within the agency.

Operations Management Consulting

  • Agency Workflow Optimization
    Streamline daily operations to improve efficiency, reduce duplication, and minimize errors across quoting, policy issuance, and servicing.
  • Process Mapping & SOP Development
    Create Standard Operating Procedures for core functions like endorsements, renewals, claim handling and policy reviews.
    Creating internal and external / client facing documents such as coverage checklists, form letters and proposals.
  • Agency Management System (AMS)Audit & Optimization
    Evaluate your current AMS usage and recommend enhancements, integrations, or new systems for better performance and reporting.
  • Internal Communication
    Implement effective communication protocols and tools to ensure accountability and transparency across teams.
  • Compliance & Documentation Reviews
    Ensure operational processes align with state/federal regulations, carrier guidelines, and E&O risk management practices.
  • Performance Metrics
    Set up dashboards and reporting tools to track key performance indicators.

Account Management Consulting

  • Client Service Workflow Development
    Create structured service protocols for onboarding, renewals, mid-term check-ins, and coverage reviews to improve client satisfaction and retention.
  • Retention Strategy & Cross-Selling Plan
    Develop a proactive approach to renewing policies and identifying cross-sell opportunities within your current book of business.
  • Service Standards / Implementation
    Define clear expectations for response times and service standards to ensure consistency across account managers and CSRs.
  • Book of Business Segmentation & Prioritization
    Categorize clients by revenue, risk, or service needs to allocate time and resources effectively.
  • Customer Communication Templates & Scripting
    Provide customizable email and phone scripts for renewals, claims follow-ups, policy reviews, and upselling.
  • Client Retention Metrics & Reporting
    Build dashboards and tools to monitor retention, average account size, and policy bundling performance.

Hiring and Team Development

  • Recruiting (outsourced on a referral basis) and Onboarding Support
    Assistance hiring producers, account executives, account managers, CSRs
  • New Agent and Support Staff Training
    New agent training on products, systems, compliance and sales
    Support staff training on systems, insurance product knowledge, effective marketing and client interaction / customer service.