CELEBRATING 26 YEARS IN BUSINESS
Increase Efficiency and Save Time on Training
Secure Consistency and Prevent E & O
Increase Productivity, Morale, and Efficiency
Reduce Stress and Set a Peaceful Work Environment
Build a Strong Management Team and Secure Agency Success
Secure Future Success of Sales Program and Increase Revenue
Customized Insurance Best Practice Procedural Manual Program
Commercial Lines – Personal Lines – Life/Health/Employee Benefits
Fill-In-The-Blank Customized Best Practice Procedural Templates
Remote Customized Best Practice Service
On-Site Customized Best Practice Service
With E & O Issues, Efficiencies, Recommendations, Best Practices, Maintenance, and Auditing
Comprehensive Agency Operations Review and
Employee Proficiency and Productivity Review
Employee Efficiency Program
Customized Agency Management, Producer, and Employee Growth Program
Sales And Marketing Programs
Account Rounding Program
Producer Accountability Program
See Webinars here
See Helpful Worksheets here
TESTIMONIALS BY BENEFIT
Please note below just a few Testimonials by Benefit.
See full listing under References and Testimonials.
“There were certain things that people were doing different ways, and there never has been any consistency. Now it is happening. That is a big plus right there!”
Jeff Skaar - Thune Insurance Network Inc.
Thief River Falls, MN
Staff of 16 – AMS360
“By having procedures, we have better insured clients and make more money.”
Veronica Della Porta - The Della Porta Group
Staff of 11 - AFW
"The procedural process is a time saver, you learn to do things a quicker way, a more efficient way.”
Allison Hill - Mark V. Williamson
Little Rock, AR
Staff of 11 - AFW
“Our biggest benefit at this point is communication. Working with Alan and yourself through this procedural process has opened our eyes especially within workflows. We had some areas we needed to review as far as how things were being done and when they were done. We were able to identify problems and make sure everyone was on the same page.”
Bill Farris – Farris Agency Inc.
Staff of 9 – AFW On Line
Save Time in Training, Coverage and Backup
"The biggest benefit has been in training new people and being able to go through each step. Once procedures are reviewed with the new employee, we have something that looks familiar to refer to. We do not have to worry about missing a step."
Cathy Harris - Valley Oaks Insurance
Staff of 25 - Applied
"We now have a checklist to make sure things are being done. The process has made people think more on how processes need to be handled efficiently."
Richard Minor – Insurance Services
Staff of 20 - Applied
Prevent Errors and Omissions
"When we first started talking I had mentioned I came from a different background. This process enlightened me to all of the procedures that should be in an agency that were not in ours - to know why and how things were done - where our exposures were - which made me a better manager."
Robynne Olson – Olson, Inc.
Staff of 5 - DORIS
Attain Peace of Mind
“Your involvement in our process of finally getting our Agency Procedures Manual completed was critical. We had been trying for several years to get this completed. Your outline and game plan made it very do-able.”
Jeff Johnson – Embry & Company
Kansas City, MO
Staff of 31 - Applied
16970 San Carlos Blvd.,
Fort Myers, Florida 33908