Case Study: Insurance Broker


Our client, a broker with an annual turnover of $12 million, came to us struggling to lock down a permanent resource to assist the Office Manager maintain the accounting function. They had multiple temps in the position following a permanent resource who didn’t work out. The Office Manager was being dragged into processing and data entry, reducing her availability in assisting the Executive Director.

What We Did:

We implemented a full resource strategy where we provide 40 hours per week of support at a fraction of the cost of hiring an in house accounts staff.

We mapped the client’s processes from start to finish and streamlined any problem areas.

Current Process:

  • Manage the custom Document Management System, maintaining files ready for audit.
  • Manage the Trust Account, receiving premiums and organising payments to underwriters.
  • Manage all payroll, including calculation and payment of commissions.
  • Full management of the MYOB file, including full accounts payable function from bill entry to pay run.


12 months on, the process is working seamlessly. In terms of cutting costs we have saved our client over $30k in wages. We have also freed up the Office Manager to spend more time on tasks which add more value to the firm as a whole. The most positive impact we’ve had is the saving of time and money in recruiting and training due to staff turnover before our process was implemented.

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