Commercial Insurance

Family Owned Insurance Agency

Borden Perlman Insurance

A privately held, multi-generation, family-owned insurance agency serving individuals and organizations for over 50 years. Background The company is growing and engaged Trilogy Partners to address three immediate concerns: As partners begin to consider a transition to their respective next generation, roles and responsibilities need to be defined so that they are well positioned to step in at the appropriate time. Following an acquisition for a new line of business, they sought help to integrate the two offices, improve communications in and between offices, and promote behavior to increase sales and improve client retention. How to position high-potential individuals to take on new roles and responsibilities. Trilogy Guided Solutions Results Roadmap completed with clear and focused objectives; plan debriefed and distributed to leadership team. Identified Strategic Plan Ambassadors to implement […]

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