Ansel

BACKGROUND

Please describe your company and position.

I am the Managing Partner of CoVerica Agency Alliance

Describe what your company does in a single sentence.

At CoVerica Agency Alliance we treat others as ourselves improving lives by removing uncertainty, and providing stability and opportunity to build our businesses in the Insurance sector

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Ansel to accomplish?

• Bring our Tech stack to the 21st century
• Portal buildout to help our partnering agencies
• help is lead the charge in tech solutions

SOLUTION

How did you find Ansel?

Referral

Why did you select Ansel over others?

• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Ansel were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Portal buildout for our MGA platform in handling our industry relations with Insurance companies and our clients user interface

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Rolling out now to members but they were instrumental in helping us navigate through the Tech space with our CRM needs

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They deliver on time and maintain open communication.

What was your primary form of communication with Ansel?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their commitment to our success and transparencies in and through the process

Are there any areas for improvement or something Ansel could have done differently?

Not at this time