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Grace J. Bauer

Background and Experience

  • The Grace Bauer Group, Inc. has been in business for 23 years helping independent insurance agencies throughout the United States:
    • Secure Consistency.
    • Prevent E & O.
    • Save Training Time.
    • Increase Efficiency.
    • Reduce Personnel Costs.
    • Increase Profitability.
  • Mentored and coached over 1,700 independent insurance agencies throughout the United States.
  • Three assistants on staff.
  • Endorsed vendor for 9 years with the AMS Users’ Group.
  • Familiar with both AMS and Applied agency management systems.
  • Serviced agencies as small as 2 employees to as large as 360 employees.
  • Published articles, associated, and consulted with state associations, automation vendors, various  national insurance magazines, and IMMS (Insurance Marketing & Management Services).
  • Presenter at local, state, regional, and national insurance and automation vendor conferences.
  • Prior to The Grace Bauer Group, Inc., was employed for 9 years at a large independent insurance agency  in southwest Florida:
    • Held various positions of increasing responsibilities up to Vice President of Operations.
    • Handled a 3.5 million dollar book of special commercial accounts.
    • Supervised 22 employees representing commercial lines, personal lines, claims, and administration.

Certification and Education

  • Certified in the area and hold a 2-20 property and casualty insurance license
  • Degree in Business Administration
  • Graduate of Dale Carnegie Course.
  • Graduate of Dale Carnegie Sales Course.
  • Graduate of Dale Carnegie High Impact Presentations.
  • Graduate of Leadership Training for Managers Program.
  • Multiple Team Coaching in all Dale Carnegie Courses.

 

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


What Should
Your Agency Audit?


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


What is Happening
Right Now
In Agencies Today?


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

Phone: 800-896-4226
E-Mail: gbauer@gracebauer.com

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

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