Strategy

Strategic planning is an essential exercise for any forward-thinking company that is feeling the need to revisit and align their corporate strategy. Over the course of this whole process, our goal is to find the REAL answers to the following existential questions.

Where are we right now?

Identify the starting line.

Where do we want to go?

Identify the desired results and attainable objectives.

How do we get there?

Identify the strategic actions and plan them.

90% of employees say they want to work for an employer with a clear plan.

Continued success is not up to chance!

Coming up with a plan that will be realistic enough to actually happen in real life, without demotivating the team and all the while respecting your values and you mission requires work. Quite a lot of work. Nothing is more disappointing than creating a detailed plan that never truly comes to fruition.

How we do it

We start with a discovery process enables us to get to know our client’s current business makeup & profile in detail. Thus, allowing us to plot a course for key subjects to address during the strategic sessions. We ensure input from all levels of the business to get a full 360-perspective of the issues and opportunities.We will hold a series of strategic planning sessions and team exercises such as SWOT, Mission Vision and Values as well as a unique 4-P method to truly create at a plan that is real and right for the business.

Our project management knowhow will convert your strategy into a detailed action plan to enable your business to have a clear road map to success. Your team will have access to a modern tool enabling them to track and manage and realize your goals!

Testimonials

The GSI team are experienced, loyal and up to date with current industry knowledge and have enabled Groupe Vezina to develop the ability to react and adapt to our own challenges in a proactive way.

Francis Vézina

Directeur Général

With his methodological approach, he helped us focus our efforts in the right areas and provided us with the advice and guidance we were looking for.

Greg Raymond

Raymond Insurance

We received many positive comments and some great feedback from many of the attendees.

Lori Duclos, BBA, FCIP, CRM

First Vice President Education Day Chair Canadian Association of Insurance Women

De plus, les solutions apportées sont avant-gardistes sans être trop contraignantes. C’est une recherche de l’efficacité tout en respectant notre entreprise.

Stéphan Richard, C. d'A.A., MBA

Director, Commercial Lines, Assurancia Estrie Inc.

Vous avez surtout pris le temps de comprendre la dynamique du travail avant de nous proposer des solutions, lesquelles se sont avérées innovatrices afin de rendre notre entreprise plus productive et efficace.

Marie-Josée Friset

General Manager, Soly Chabot Ranger

Congratulations to you and your team at Solutions Gradient for your excellent work.

Ross Gagné

Marketing director, Essor

Ce sont de vrais professionnels avec une grande expertise dans le domaine de l'assurance. Je les recommande à n'importe quelle firme de courtage d'assurance IARD.

Jean-Pierre Tardif

Assurancia Tardif Group

The GSI team worked easily with all employees involved with the integration and they became a part of our culture and our corporate family over the course of their mandate. Furthermore, GSI provided me with an independent lens through which key issues and variables were discussed.

David Kennedy

Executive Vice President, CFO Dale Parizeau Morris Mackenzie

Sean's approach to the sales process is directly aligned with the professional manner that we wish to present to our customers. We have a much more focused and professional sales force as a result.

Bruce Ogilvy

President, Ogilvy & Ogilvy

Nous utilisons les étapes qu'elle [Ann Marie] a présentées cette semaine-là et l'impact le plus important se situe au niveau de la façon dont nous traitons les renouvellements.

Jacques Brisson

Groupe Plural - PMT ROY

The team at Gradient Solutions offer innovative ways to find solutions to making your business work more effectively and efficiently.

Gerald Shtull

President, Gerald Shtull & Associates

I just wanted to thank you again for putting us in touch with Gradient Solutions. We just had Ann Marie at our office, she was outstanding!!!

Curtis Beswick

CJ Campbell Insurance

With the help of GSI we were able to implement a new BMS with new workflows over a 5 month time frame. I am quite convinced that without their help we would not have been able to achieve these results in such a short period of time.

Carol Fetherston

GGA Inc., PMA Assurance et Services Financiers

I was very impressed with both the quality of the Lean program and the delivery. It is so relevant to where we are as an organization and was well received.

Kevin J. Neiles

Ranger Insurance

SCORE turned out to be everything we expected and more! We are seeing results in not only retention, but overall client satisfaction! Money well spent!

Paula Theaker

PBL Insurance

Thanks to SCORE, selling has never been easier. Sales are based on product and not premium. This makes us better brokers. In short, SCORE brings BENEFITS!

Alexandre Longpré

Groupe Vézina

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View all testimonials

Questions?

Book a 15 min meeting, or contact Sean Mulcair directly.

1-888-376-2566 ext. 102

[email protected]

Ready to dive in? Tell us about your business!

Click here to complete our Short and Sweet Profile Interview

Please indicate the province where you are located.
Please select one
How many employees in total? You can even count those that only work part time!
- 1 - 5
- 5 - 10
- 10 - 25
- 25 - 50
- 50 +
How many office locations do you have?
- 1
- 2 - 3
- 4 - 6
- 6 +
Please rank the following in terms of areas of importance for your organization over the next 3 years.
1 - Unimportant 2 - Slightly important 3 - Important 4 - Very important 5 - Critical
Efficiency
Customer Service or Customer Experience
Growth
Profitability
Employee engagement (happiness)
Technology

What are some of the biggest challenges facing your office TODAY. We really want to know!

	1 Strongly disagree	2 - Disagree	3 - Neither agree or disagree	4 - Agree	5 - Strongly agree
Competition from direct writers and banks is becoming a major issue.
Getting technology to work for us is a real challenge.
My employees feel that their workload is overwhelming!
Getting my staff to embrace change is really hard!
I just can't seem to get any of my plans accomplished.

Is there anything else that's on your mind? Go ahead, you can tell us!
Which BMS do you use?
Please select one of the following:
How much of your Broker Management System's functionality do you feel your office is using?
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Which Commercial Policy Management System do you use?
Please select one of the following:
How much of your Commercial Policy Management System's functionality do you feel your office is using?
Please select an answer:
Does your office currently use call recording technology?
Please select one of the following:
Training

Where do you feel your team (managers and staff) would need additional training?

	1 Strongly disagree	2 - Disagree	3 - Neither agree or disagree	4 - Agree	5 - Strongly agree
Team motivation, team morale, stress management and general wellness
Management training (how to manage a winning team, managing different generations, HR, etc.)
Sales and communication (customer experience, getting away from price, cross-selling and upselling, etc.)
Technical insurance (product specific wordings, new coverages, etc.)
Operational efficiencies (paperless, paper-free, time management, etc.)
Business reporting and measuring (KPIs)
Digital transformation / buying on-line
Systems and technology (BMS, MS Office, other software, etc.)

Is there any other training that you'd like to get? Anything at all?
If you had a government grant that would pay up to 50% of the cost of training, how likely would you be to use it for training your employees?
- 100% - I would use it!
- 75%- it's very likely I would use it
- 50% - it depends on the amount
- No, it's very unlikely I would use it
How much would you agree that the following are the best mediums for delivering training at your office?
1 Strongly disagree 2 - Disagree 3 - Neither agree or disagree 4 - Agree 5 - Strongly agree
Onsite (at your office or in a conference room)
Online (live webinars with the trainer)
Online (recorded videos)
If your province requires you to get training credits, where do you currently get them from? Please use your mouse to move the options shown below into the order from 'most often' to 'least often'.
- Insurers
- Broker Associations
- Suppliers (software, etc.)
- Private trainers
- Inhouse
- Online educational sites
Please rank the following 'frustration factors' from 'Most frustrating' to 'Least frustrating' when it comes to researching training options - Use your mouse to move the selections up or down, depending on how you rank them.
- Eligible courses available (in other words, courses you have NOT previously taken)
- Keeping track of hours and know what courses have been done in each category
- Online and LIVE - lack of time options
- Online and RECORDED - not able to stop/start partway through
- Delays in getting certificates / credits
- Online payment is complicated
- Finding courses that are aligned with a career path
Tell us a little about yourself!
So who are you?
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You've been awesome. Thanks so much. Please let us know how you found our little quiz. We will take all comments into consideration. Well, most of them.
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	1 - Unimportant	2 - Slightly important	3 - Important	4 - Very important	5 - Critical
Efficiency
Customer Service or Customer Experience
Growth
Profitability
Employee engagement (happiness)
Technology