Let KMA point you in the right direction.

Innovative Insurance Consulting Services

Customer expectations are changing. Technology is evolving faster than ever before. And you always have to stay on top of updating regulations.

We are here to help guide you into the future.

KMA offers an individualized approach in helping organizations tackle the challenging issues our industry faces today. Our team brings a wealth of insurance industry experience and expertise in the following areas:

Company Errors & Omissions (E&O) Audits

  • Perform voluntary or mandatory E&O agency procedures audits for reviewing of agency operations and procedures manuals/documents
  • Reviewing of workflow procedures
  • Reviewing staff members and verify whether they demonstrate the credentials to provide necessary for the client
  • Reviewing account handling and management processes
  • Reviewing documentation standards
  • Providing audit report
  • Follow up with recommendations to management for operational training needs
  • Providing E&O training for staff

Strategic Management Consulting

  • Employing Strengths, Weaknesses, Opportunities, and Threats (SWOT) to arrive at baseline state
  • Establishing mileposts toward achievement of desired state
  • Assessing organizational effectiveness (teamwork,collaboration)
  • Defining roles, responsibilities, and job descriptions
  • Coaching key staff
  • Designing of training program to meet needs
  • Identifying and developing E&O efficiency and prevention strategies
  • Designing and providing fraud training for state compliance requirements (SIU)



  • Analyzing operational effectiveness (workflows, systems, technology)
  • Errors & Omissions efficiency and prevention strategies
  • Analyzing staffing levels, structure, and responsibilities
  • Developing service skills
  • Improving communication skills
  • Developing operational procedures and adherence to standards

Let us help assess your needs.

Contact us for a complimentary needs assessment to help determine where our services may be of value to your firm.

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