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AGENCY CONFERENCES JUNE/JULY 2010 (PLEASE REMEMBER ALL CLASSES ARE ON EASTERN TIME) Thursday – Reviewing Procedures Mail Memos Money MVR’s Photographs Policy Detail Level: Management – 1.5 Hours – Fee: $100.00 per connection. Please consider this document as your invoice. This teleconference is one out of a series of teleconferences that will be offered reviewing commercial lines, personal lines, and life-health-employee benefit procedures as well as E & O issues and recommendations. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to develop procedures reviewed in the agency to secure consistency, prevent E & O, increase efficiencies, save time on training, and increase revenue. Your agency will also receive one-on-one consultation with Grace if necessary. See further information below. Backlog – Keeping Up-to-Date Level: Management – 1 Hour – Fee: $50.00 per connection. Please consider this document as your invoice. Backlog is unfinished work on an employee’s desk to include paper, suspense, phone messages, e-mails, and downloads. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to track backlog, keep it up-to-date, and secure peace of mind. Your agency will also receive one-on-one consultation with Grace if necessary. See further information below. “Is Your Agency as EFFICIENT as it could be?” Level: Management – 1.5 Hours – Fee: $100.00 per connection. Please consider this document as your invoice. This is a comprehensive agency teleconference to review ways to save time, reduce your E & O exposure, increase customer service, assist with employee morale, and increase your bottom line RIGHT NOW. I hear now at least Monday – Insurance Agencies – Helping – Insurance Agencies Level: Management – 1 Hour – Fee: FREE Find out what is happening in other agencies just like you. Prior to the agency teleconference, submit to me two questions you would like to ask other agencies throughout the Thursday – Developing Procedures Level: Management – 1 Hour – Fee: $250.00 per connection. Please consider this document as your invoice. Receive detailed instructions on how to develop procedures for your agency to secure consistency, prevent E & O, save training time, and increase efficiencies. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to develop procedures for your agency. Your agency will also receive one-on-one consultation with Grace if necessary. See further information below. Auditing and Self-Auditing Level: Management – 1.5 Hours – Fee: $250.00 per connection. Please consider this document as your invoice. Auditing or self-auditing is critical to the success of an agency. Employees need to be audited to make sure all written procedures are being followed to prevent E & O. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to audit or perform self-auditing to secure consistency and prevent E & O. Your agency will also receive one-on-one consultation with Grace if necessary. See further information below.
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Thursday – Account Rounding Level: Management – 1 Hour - Fee: $100.00 per connection. Please consider this document as your invoice. Account rounding is, of course, asking for the additional business, knowing what questions to ask, finding the time, and making sure it is happening within the agency. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to set up a successful account rounding program to increase sales. Your agency will also receive one-on-one consultation with Grace if necessary. See further information below. Backlog – Keeping Up-to-Date Level: Management – 1 Hour – Fee: $100.00 per connection. Please consider this document as your invoice. Backlog is unfinished work on an employee’s desk to include paper, suspense, phone messages, e-mails, and downloads. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to track backlog, keep it up-to-date, and secure peace of mind. Your agency will also receive one-on-one consultation with Grace if necessary. See further information below. Thursday – “Is Your Agency as EFFICIENT as it could be?” Level: Management – 1.5 Hours – Fee: $100.00 per connection. Please consider this document as your invoice. This is a comprehensive agency teleconference to review ways to save time, reduce your E & O exposure, increase customer service, assist with employee morale, and increase your bottom line RIGHT NOW. I hear now at least The Marketing Plan Level: Management – 1 Hour – Fee: $250.00 per connection. Please consider this document as your invoice. The Marketing Plan includes new business, account rounding, and the yearly account review process. Now more than ever we need to bring in additional business and make our employees accountable. This session as well includes follow-up sessions for one to two months to make sure you do not drop the ball. So many times we attend classes and then there it ends – never to be touched again. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to develop the marketing plan, account rounding, and the yearly account review process to increase that bottom line and grow! See further information below. |
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Thursday – Reviewing Procedures Notes/Activities Policy Review Postage Meter Producers Products – Life-Health-Employee Benefits Proposals Quote Review Schedule/Summary of Insurance Special Handling Statements Level: Management – 1.5 Hours – Fee: $250.00 per connection. Please consider this document as your invoice. This teleconference is one out of a series of teleconferences that will be offered reviewing commercial lines, personal lines, and life-health-employee benefit procedures as well as E & O issues and recommendations. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to develop procedures reviewed in the agency to secure consistency, prevent E & O, increase efficiencies, save time on training, and increase revenue. Your agency will also receive one-on-one consultation with Grace if necessary. See further information below. Thursday – Time Management – Are You Just Too Overwhelmed? Level: Management – 1.5 Hours – Fee: $250.00 per connection. Please consider this document as your invoice. This teleconference is geared toward individuals that are just too overwhelmed and having a hard time getting things done in a day. Receive tips from all attendees as well as Grace on ways to speed things up and get more done in one day. By utilizing the handouts, checklists, and PowerPoint Presentation provided, individuals attending this workshop will be able to feel better about themselves, feel comfortable with the work they have to do, and know that things are getting done in timely fashion. Some preliminary work will be necessary before attending this workshop. Your agency will also receive one-on-one consultation with Grace if necessary. See further information below. FURTHER INFORMATION If you would like to attend any one of these agency conferences, simply send an e-mail to me at gracebauer@aol.com, and place a check in the mail payable to: The Grace Bauer Group, Inc. I will forward the phone number and pass code to you the day before the conference. AGAIN, THANK YOU SO MUCH!! |
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