Background
In August 2019, MD Holdings acquired a majority interest in Advantage Surveillance, a nation-leading insurance claim investigation firm based in North Carolina. Over the next three-years, we helped facilitate a transition that introduced several new initiatives and changes to infrastructure that quickly transformed the organization.
Sales
Challenges
Operating model required sales team to be strong at both client management & new business development
Large territories did not allow enough time for team to sell prospects or develop new leads
Solution
Restructuring of sales team to consist of 2 roles: Account Managers (prospecting), and Operations Managers (client management)
Impact
14% increase in compound annual growth
Infrastructure
Challenges
Custom-developed case management system was old & outdated
System was built using a legacy codebase
Slow processing times & general lack of features
Solution
Invested $1.2 million in revamping & refreshing existing system
Impact
Reduction in labor costs by $400,000/year
About A leading provider of private investigation services to insurance companies, third-party administrators, and large self-insured businesses.
Location
Thomasville, NC
Years
2016 - Present
Status
Active