Insurance
Top Insurance Agency In Region Within 2 Years
THE CHALLENGE
Successful company CEO was retiring
No succession plan in place
Next CEO was not prepared to take over
Leadership controlled too many things and was overwhelmed by the transition process
THE SOLUTION
Conducted a business assessment and gained clarity on across the company
Created a succession plan for the leadership change and implementation of a new business model
Served as trusted advisor to the incoming CEO, taught leadership skills, built confidence, and helped make key decisions
Reassigned certain responsibilities from outbound CEO to other appropriate staff members
THE RESULT
Executed the succession plan on schedule with no issues
New CEO hit the ground running and improved agency performance 14%
Company grew and became the top insurance agency in the region within 2 years