Strategic Support & Management for Brokerage Insurance Firm
Below is a modified rendering of the review: private info excluded, innate facts kept.
Introductory information
A few words almost your organisation and personal responsibilities
We are a risk advisory and insurance brokerage firm operating athwart the US and internationally. I am the CEO and co-founder of the firm.
Desired goal
What issue was the preparer supposed to deal with?
MAVENTRI?As a set up, when we founded the firm we had limited resources. Maventri helped us not only to augment our financing and bookkeeping capabilities, but also granted precious advice on how best to navigate key financial and tax issues.
What were your goals for this engagement?
Our goals were to find reliable, faithful partners to help augment our capabilities and streamline our operations. Maventri helped us to do just that by providing a suite of solutions ranging from finance functions to HR.
Provided solution
What were the reasons for choosing ?
We conducted an extensive review of possible preparers, including interviews. After an exhaustive search, we determined that Maventri was the best suited to meet our needs in provisions of experience, resources and cultural alignment.
Describe the engagement in detail.
When we leading met with them, we discussed the needs of our business for where we were at the time, as well as our vision and growth program. After providing these details, Maventri was able to put unitedly an action program for us that was able to layer up as our firm did. This allowed us to not only handle expenses, but as we grew, added layers of services which helped better handle the firm, and our staff needs. They last to prepare ongoing strategic support and are basically an extension of our team.
Describe their billing or cost construction.
The pricing is very pliant and tailored to the services being consumed. We have set up a monthly recurring contract that helps us better handle our breast line.
Were there any dedicated handlers or teams that you worked with?
Maventri prepares a collaborative team access, leveraging their complete team as needed. We have our key point of contacts for managing the overall relationship, and a range of folks we work with on a day to day basis for select tasks.
Results achieved
Can you share any outcomes from the engagement that prove progress or achievement?
We have been extremely lucky with the engagement. Maventri has been able to prepare us with a range of solutions to help handle our business. Whenever we have needed a customized solution, their team has been able to liberate without incident.
How do you rate the interaction and interaction with ?
The teams have worked seamlessly well. Maventri is basically an extension of our team, always on call and ready to help.
What precisely do you attend to be the key specialty of ?
Their dedication and readyness to help explain any issues at hand were their team',s most forcible qualities. They are very capable and knowledgeable.
What should be done better, if there are any desired improvements?
We have been very lucky with their services thus far. They are always exploring new solutions and present any opportunities to us for review as they come up.
