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References and Testimonials
Customized Insurance Best Practice Procedural Manual Programs
Comprehensive Agency Operations Review and Solutions Program
gbauer@gracebauer.com
239-246-8856

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  • 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

    SERVICES

    If you would like detailed outlines of any one of these programs, please call Grace at 239-246-8856 or send an e-mail to gbauer@gracebauer.com.

    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
    Solutions Program

    Employee Proficiency and Productivity Review
    Employee Efficiency Program
    Customized Agency Management, Producer, and Employee Growth Program

    Sales And Marketing Programs
    Marketing Plan
    Account Rounding Program
    Producer Accountability Program

    Webinars
    See Webinars here

    Helpful Worksheets
    See Helpful Worksheets here

  • TESTIMONIALS BY BENEFIT

    Please note below just a few Testimonials by Benefit.
    See full listing under References and Testimonials.

    Bullet
  • Secure Consistency
    “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

  • Bullet
  • Increase Revenue
    “By having procedures, we have better insured clients and make more money.”
    Veronica Della Porta - The Della Porta Group
    Jacksonville, FL
    Staff of 11 - AFW

  • Bullet
  • Increase Efficiency
    "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

  • Bullet
  • Improve Workflows
    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.
    Conway, AR
    Staff of 9 – AFW On Line

  • Bullet
  • 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
    Roseville, CA
    Staff of 25 - Applied

  • Bullet
  • Establish Accountability
    "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
    Hannibal, MO
    Staff of 20 - Applied

  • Bullet
  • 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.
    Annapolis, MD
    Staff of 5 - DORIS

  • Bullet
  • 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

  • See more testimonials under the “Reference” tab in this website.

     

  • What is Happening
    Right Now
    In Agencies Today?


    Critical E & O Issues,
    Recommendations,
    and Best Practices!


    What Should
    Your Agency Audit?


    Are your Procedures
    Up-to-Date?
    Procedural Tips!

    Grace Bauer
    16970 San Carlos Blvd.,
    No. 160-141
    Fort Myers, Florida 33908

    Phone: 239-246-8856
    E-Mail: gbauer@gracebauer.com

    To send a note, question, or request to Grace, simply click on the link below.

    grace