Business operators, do you want to save time & money with less aggravation by outsourcing the functions of your business that you are unable or unwilling to do; OR should we enhance your systems in-house?    

Employers, could new tax credits for employer-sponsored health insurance plans that could save you, your company, and staff thousands of dollars per person per year help to retain good workers?

Business Consultant

I & I Investment & Insurance Administration  can help you achieve your desired outcomes:

■ Identify pain points in value chain.
■ Design & execute Strategic Action Plan:
   ■ Market Penetration
   ■ Market Development
■ Improve sales processs: Promote your brand across multiple media platforms.
   ■ Directly and indirectly prospect, present, and Close Deals.
■ Draft & Negotiate Contract Agreements pricing and terms.
■ Administer & integrate Client Relationship Management (CRM) systems with Accounting Software.
■ Manage & grow network towards win-win Value Proposition.
■ Write Sales Scripts.
■ Recruit; Train; Motivate; Manage.
■ Save thousand of dollars per employee with new Tax Credits for Employer Sponsored health insurance plans.
■ Retain Key Employees with competitive compensation & Employee Benefits packages.
■ Design & Implement Standard Operating Procedures (SOP).


About Us
We apply a dynamic array of personal Life Experiences, Business Principles, and Professional Expertise, to define, scope, and implement solutions to help our clients achieve desired outcomes as follows:

■ Apply Critical Thinking shaped, in part, by undergraduate liberal arts studies at Washington and Lee University, MBA studies at The University of Tampa & Life Long Learning.
■ Market Research; Compare observations; brainstorm; weigh pros and cons; decision-making process with designated Subject Matter Expert to identify trends & to determine course of action
■ Design and Implement operating procedures that we accumulated while climbing the career ladder in Fortune 500, middle-sized, and small business including sole proprietorship in roles that include mentor, business analyst, tax preparer, outside sales representative, sales manager, licensed retail banker, licensed insurance agent, Investment Adviser Representative, non-profit board of directors member, business-to-business developer, and more.

Let's make time to connect.
efficiency × effectiveness = productivity

#AndrewAHeron #BusinessConsultant
#DesiredOutcomes