Check Six works closely with each of our clients to properly build the foundation of their business. We begin with a free 1 to 1 consultation to assess your needs and to help you define your mission and your goals.
Operations:
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- Analyze/research insurance products
- Review the Pre-qualification Checklist for MBE Certification
- Ensure all legal matters are covered and documented
- Walk client through the required documentation for Certification
- Working with clients to complete bid proposals
- Work hand-in-hand with clients on performance (KPI)
Financing:
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- Introduce QuickBooks or equivalent
- Develop a Profit & Loss Statement
- Assist in creating a 1, 3 and 5 year business plan
- Liaison with banks and other financial resources
Marketing:
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- Collaborate in designing a proper website/domain
- Social Media
Networking:
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- Attend networking and social events
- Promote client services with HMSDC and NAMC