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WEBINAR DESCRIPTIONS

ACCOUNT ROUNDING
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.

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AGENCY CONCERNS – INCREASE CUSTOMER SERVICE, MORALE, SECURITY, AND THE BOTTOM LINE – PREVENT E & O
Discuss and review areas to increase customer service, morale, security, and the bottom line as well as prevent E & O.  Review E & O Issues, Recommendations, and Best Practices.  By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to organize and implement critical areas for the success of your agency.

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ARE EMPLOYEES REALLY ACCOUNTABLE
So, what do you think?  Are your employees really accountable?  Is work getting done?  Is work being performed efficiently?  Do you know what is on each employee’s desk?  Do you have systems in place to increase accountability?  Again, are you making employees accountable to make sure agency goals are met throughout the year?  By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to set a system in place to make employees accountable for their work every day.

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AUDITING AND SELF-AUDITING
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.

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BACKLOG
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.

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CANNOT GET YOUR WORK DONE! WHAT DO YOU WANT TO DO?
So, what do YOU want to do? So many of us know what we need to do but when we ask ourselves, “Do we want to change to get more work done,” the answer is “No.” Review over 50 areas to help YOU get work done and then review what YOU really want to do to make sure you get your work done each day. By utilizing the handouts, checklists, and PowerPoint Presentation provided, YOU WILL BE ABLE TO GET WORK DONE EACH DAY. This is an interactive webinar. To receive the best results, recommend each Account Manager/CSR has his/her own connection and be at his/her own work desk.

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CATASTROPHE PLANNING
Is your agency prepared in the event of a catastrophe? Do you know what to do before, during, and after a catastrophe? Come join this webinar and GET PREPARED NOW! By utilizing the handouts, checklists, and PowerPoint provided, your agency WILL BE PREPARED IN THE EVENT OF A CATASTROPHE!

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CUSTOM/SPECIAL
From time to time custom/special webinars will be held on various subjects related to the needs of agencies. This tab will be referenced and utilized to register for these webinars.

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DEVELOPING PROCEDURES
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.

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“IS YOUR AGENCY AS EFFICIENT AS IT COULD BE?”
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 two to three agencies per week going through E & O’s, and, of course, everyone is overwhelmed just trying to maintain business and sell. We need to SAVE TIME AND PROTECT AGAINST AN E & O RIGHT NOW. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will save time, reduce E & O exposure, increase customer service, assist with employee morale, and increase the bottom line RIGHT NOW.

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INSURANCE AGENCIES – HELPING – INSURANCE AGENCIES
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 United States. This is a round table discussion with other agencies to discuss issues of concern to your agency in these times and discuss ways to overcome these issues. Everyone will be on first name basis only.

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THE MANAGEMENT CHECKLIST
Are you managing all areas of your agency? Are you checking what you should be checking every day? Do you feel in control? Come join this class and learn what to review, track, control, and adjust as necessary in your agency to make sure your agency experiences continued success!

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NEW BUSINESS and RENEWAL WORKFLOW CHECKLISTS
Most agencies do not have commercial and personal line new business and renewal workflow checklists set for the agency to follow. This, of course, includes workflow steps, timelines, responsibilities, procedures, and activities. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to develop its own clear and easy to follow checklists to prevent E & O.

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ORGANIZE MY DAY
This is a very simple, easy, and interactive webinar to help you to organize your day and take a look at other areas that might help you to save time in your day. By utilizing the handouts, checklists, and PowerPoint Presentation provided, you WILL be able to organize your day and feel better.

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OVERWHELMED? NO WORRIES! FOLLOW THE PLAN! (CSR’s)
Every agency I visit Account Managers/CSR’s are just too overwhelmed and cannot get everything done in the day. By utilizing the handouts, checklists, and PowerPoint Presentation provided, you WILL be able to prioritize work, organize, and get that extra time in your day. This is an interactive webinar. To receive the best results, recommend each CSR has own connection and at own work desk.

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OVERWHELMED – MANAGEMENT! IT’S DRIVING ME CRAZY! HOW CAN I GET EVERYTHING DONE?
This webinar includes finding out what you really do in a day, what you can delegate out and to who, organizing your day, focusing on critical areas, and learning to get that extra time in your day. By utilizing the handouts, checklists, and PowerPoint Presentation provided, YOU will be able to FEEL STRESS-FREE! “YES, IT CAN BE DONE!!”

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PRODUCER ACCOUNTABILITY REVIEW
Oh my goodness, in these times, more than ever, producers need help or, should I say, management needs help to motivate and instill accountability in the production side of the agency. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to know what is really going on in the minds of the producers, determine closing ratios, set goals, track progress, review time management, and know the importance of having consistent meetings and tracking success through accountability sheets. HELP THE BOTTOM LINE!! WE NEED TO DO IT NOW!!

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PRODUCTIVITY REVIEW
Do you really know how productive your employees are and if your agency is working to its potential? Receive the tools to find out right now! By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to check the productivity of the staff in your agency.

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REVIEWING PROCEDURES
So, are you still working on your procedures? Most agencies are these days. Come join us one week or each week and force your agency to review five procedures. It just seems like we all need accountability or it just does not get done. There are about 70 property and casualty procedures total. Receive the actual templates and start to review the actual procedures as well as E & O Issues and Recommendations for each procedure. Remember the benefits are, of course, consistency and E & O prevention in these times, efficiencies, and the bottom line.

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SALES AND MARKETING
What are YOU doing to bring in more business? What is your AGENCY doing to bring in more business. Do you have a Marketing Plan? Do you know what is on your Producers’ minds. Do your Producers really want to sell? Do they really want to make more money? Are you having regular sales meetings? Are you making Producers accountable? These are all areas we will be discussing in this webinar. Your numbers can go up! Your agency WILL be more successful! Develop a plan and make sure your agency is more successful in Sales and Marketing!

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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

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