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


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Get all Employees on the Same Page
Save Time on Training
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Depending on the needs of each insurance agency, there are many levels offered in the Customized Insurance Procedural Manual Programs.

Fill-In-The-Blank Customized Best Practice Procedural Templates
If you are looking to simply have a reference to update your current procedures, want to make sure you are handling critical E & O issues, or just want to complete procedures on your own, you may want to consider the Fill-In-The-Blank Customized Best Practice Procedural Templates. Again, depending on the needs of the agency, there are five program levels for this service. To receive further information or view all 95 templates, please call Grace at 239-246-8856 or e-mail gbauer@gracebauer.com.


Remote Customized Best Practice Service
If you have been working on your procedures for some time now, need to have the review of what you are currently doing now to secure agency Best Practices, and want to have the accountability to make sure your procedures get done in a timely manner, consider one of the levels of the remote program. Again, depending on the needs of the agency, there are three program levels for this service. To receive further information and details on these programs, please call Grace at 239-246-8856 or e-mail gbauer@gracebauer.com


On-Site Customized Best Practice Service
If you have been working on your procedures for some time now and just want to get them DONE, consider one of the levels of the on-site program. Again, depending on the needs of the agency, there are two program levels for this service. To receive further information and details on these programs, please call Grace at 239-246-8856 or e-mail gbauer@gracebauer.com


Specialization
Even though Grace is familiar with most agency management systems out there, Grace does not get involved in the training of any one agency management system.

Working with over 2000 agencies over the last 27 years, Grace mainly specializes in drafting, reviewing, confirming and finalizing procedures and workflows through the careful review of E & O issues, Best Practices, efficiencies, and increased revenue areas to secure peace of mind and increased agency prosperity.

 

 
 












































Want to Request a Viewing of All Fill-In-The-Blank Best Practice Procedural Templates?


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.

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