Consulting Services

Consulting Services

Since 1995, K.M. Associates has been serving the educational needs of the insurance industry by offering  unique continuing educations program, plus a wide variety of specialty workshops to enhance sales, marketing, communications, service, and more!

Our specialty fraud training programs are designed and tailored to assist carriers with their state compliance requirements.

Our consulting division offers a customized approach in helping organizations tackle some of the challenging issues our industry faces today. Our team has over 80 years of insurance industry experience, with expertise in a wide variety of functional disciplines. Some of the areas we can bring consulting value are:

Company Errors & Omissions (E&O) Audits

  • Perform Voluntary or Mandatory Errors & Omissions (E&O) Agency Procedures Audits for Agents/Brokers
  • Reviewing  of Agency Operations and Procedures Manuals
  • Reviewing of Workflow Procedures
  • Reviewing of Staff Members and Verify Whether they Demonstrate the Credentials to Provide Coverages Necessary for the Client
  • Reviewing of Account  Handling and Management
  • Reviewing Documentation Standards
  • Providing  Audit Report
  • Following Up with Recommendations to Management for Operational & Training Needs


  • 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 of key staff
  • Designing of training programs to meet needs
  • Identifying & Developing Errors and Omissions Efficiency & Prevention Strategies
  • Designing & Providing Fraud Training for state compliance requirements (SIU)


  • Analyzing operational effectiveness (workflows, systems, technology)
  • Errors & Omissions Efficiency & Prevention Strategies
  • Analyzing staffing levels, structure, and responsibilities
  • Developing service skills (phone, back office, other)
  • Improving communication skills
  • Developing operational procedures and adherence to standards


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

  • K.M. Associates
    Phone: 732-988-2496
  • Direct:  732-915-2669