Operational Debt · Workflow Automation · Insurance & Financial Services

Growth Exposes Operational Debt.
We Help You Fix It.

I help IMOs, MGAs, and mid-to-large carriers identify the operational debt accumulating at scale — so they can stop working around broken processes and start growing with the foundation and infrastructure to back it up.

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01 — The Problem

Operational debt accumulates quietly.
At scale, it becomes the constraint on everything.

01
Your operations were built for a smaller business
The workflows, systems, and approval chains that got you here were designed for a different size. Nobody built them wrong; they just weren't built for where you are now. And retrofitting them while the business keeps moving is nearly impossible without an outside eye.
02
Your team is working around the process, not through it
Cycle times aren't improving. Data moves through spreadsheets and email. Tasks that should be automated are owned by people who have too many other things to do. The workarounds work — until they don't.
03
Leadership is making decisions without a clear picture
You know something is slowing you down. You can feel it in the numbers, in the team's capacity, in the deals that take longer than they should. But nobody has stopped long enough to diagnose exactly where the friction lives — or what it's actually costing.
02 — What I Do

From diagnosis to blueprint
to sustained momentum.

Operational Efficiency Audit
Find what's slowing you down — and what it's actually costing.
A structured diagnostic of your workflows, systems, and processes to identify where operational debt has accumulated and where friction is greatest. You walk away with a clear picture of the problem and a prioritized path forward — before spending another dollar on technology or headcount that won't solve the root cause.
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Workflow Redesign Blueprint
A concrete plan for how your operations should actually work.
I map your current state, design the future state, and deliver a blueprint for simplifying workflows, eliminating manual work, and building processes that scale. Where AI can meaningfully reduce effort or accelerate throughput, I'll identify exactly where and how — grounded in your actual operations, not what's trending.
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Strategy Retainer
An outside perspective for leaders navigating operational complexity.
Monthly strategy sessions, async decision support, and a trusted outside perspective to pressure-test priorities, keep improvement initiatives moving, and make sure operational debt doesn't accumulate faster than you can address it.
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03 — Results

Numbers that
reflect real work.

These aren't projections. Each number comes from a real engagement where the right strategy, the right system, and the right execution changed what was possible for a team.

Workflow Automation
82%
Reduction in manual processing
Built a data-powered, exception-based operational workflow that lets the system decide — and only escalates what truly needs a human.
AI Implementation
90%
Of requests handled without staff
Automated a high-volume inbox using AI, resulting in 90% of incoming requests now resolved by technology without any staff intervention.
AI Agents
0
Manual follow-ups remaining
Deployed AI agents to autonomously handle carrier and vendor phone calls and email follow-ups — eliminating one of the most time-consuming manual workflows entirely.
Process Automation
92.5%
Reduction in contract processing time
Decreased the new contract process by 92.5% by automating and injecting AI to handle the review and submission — transforming a manual workflow into a system that runs itself.
04 — About
Lisa Soss
Lisa Soss
Founder
Product & Operations Consultant
LinkedIn

I spent 13 years inside one of the nation's leading insurance distribution organizations, working across operations, technology, and distribution strategy. I've led large-scale workflow redesigns, automation initiatives, and cross-functional transformation efforts — from the inside.

I founded Soss Strategy Group because I kept seeing the same pattern: organizations that had grown significantly, but whose internal operations hadn't kept pace. The processes were slowing the business down, and nobody had the bandwidth — or the outside perspective — to fix it. I know this work because I've done this work.

Work Together

If your operations are becoming the constraint on growth, let's talk.

Let's spend 30 minutes on your biggest challenge. No pitch — just an honest conversation about where you are and what's possible.

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