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Since initially becoming an agency management consultant in 1983, Diane Herbert has has helped well over 300 independent insurance agencies be the best they can be--helping them improve all aspects of their businesses from finding and keeping great employees, strategic planning, benchmarking, organizational design, workflow redesign, compensation planning, sales management, perpetuation planning and more. Diane brings a down to earth, practical approach to her work, recognizing that each agency is different. No two have the exact same set of goals and objectives or marketplace. The key is for each agency to understand who they are, where they are in relationship to where they want to go and then build off that understanding to continuously improve their organization. As one agency stated, "The process Diane led us through is very powerful. We gained better usage of our time. In addition, our productivity and revenue per employee have both gone up. As a bonus, it has made it easier for us to do business with our customers." Diane has developed and presented many agency management workshops on a variety of topics including Strategic Planning, POWER of Change, Maximizing Agency Value, Managing Personal Lines, and Organizing to Sell. Before establishing Transformation Advisors, Inc., in 1999, Diane was an agency management consultant at CNA. In addition to agency consulting, Diane played a major role in CNA’s Personal Lines Agency Company Efficiency Study (PLACES), the Commercial Lines Agency Company Economic Study (ACES), and the company's small commercial lines initiatives. Prior to joining CNA, Diane was a sales representative and marketing support specialist for an office automation vendor. She attended Eastern Michigan University. Diane lives in Fort Myers, Florida. |
