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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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Account Rounding Auditing Backlog
 
Catastrophe Efficiency Employee Productivity
 
E & O Find Me Time Job Descriptions
 
Management New Business and Renewal Workflow Renewal Review Checklist
 
Sales Accountability Detailed Outline General Outline

 

Account Rounding Worksheets
The Account Rounding Worksheets include:

Account Round Checklist
Account Rounding – Handout
Account Rounding Worksheet
Commercial Lines – Sales Accountability Sheet
New Business – Yearly Account Reviews – Account Rounding Program
Personal Lines – Sales Accountability Sheet
Questions to Quote or Schedule a Quote

One Hour Phone Call Meeting with Grace to Review Documents and Further Questions as Necessary

Fee: $175.00


Auditing and Self-Auditing Worksheets
The Audit Worksheet Program Package includes:

Instructional Audit Process
12 Primary Best Practice Fill-In-The-Blank Procedural Templates
E & O Issues, Efficiencies, Recommendations and Best Practices for Each of the 12 Primary Best Practice Fill-In-The-Blank Procedural Templates
Audit Worksheets/Checklists for Each of the 12 Primary Best Practice Fill-In-The-Blank Procedural Templates
Procedural Evaluation Grading System
Recommended Monthly Reprimand Process
Audit Schedule

One Hour Phone Call Meeting with Grace to Review Documents and Further Questions as Necessary

Fee: $250.00


Backlog Report
Receive a VERY SIMPLE way to track employee backlog on a regular basis by completing the backlog report.  Find out truly what unfinished work is on an employee’s desk.  We can run reports for some jobs but not for everything.  Make sure you know what is on each employees desk by having employees complete this VERY SIMPLE report.  The receipt of these checklists includes a one-on-one phone call meeting with Grace to review further questions if necessary.

Fee: $35.00


Catastrophe Checklist
Do you know what to do in the event of a disaster?  Are you really prepared?  Receive a comprehensive checklist of what to do in the event of a disaster before, during, and after a catastrophe.  The receipt of these checklists includes a one-on-one phone call meeting with Grace to review further questions if necessary.

Fee: $60.00


Efficiency/E & O/ Customer Service/Morale/Sales/Security/Auditing/Happening Now Worksheets

Review a comprehensive listing of efficiencies, E & O issues, ways to increase customer service and morale, increase sales, security, auditing, and what is happening now in agencies today. Utilize the checklist to note if your agency is currently doing that check now, not doing it now, or if you want to do the check. The receipt of these worksheets include a one-on-one phone call meeting with Grace to review further questions if necessary.

Fee: $75.00


Employee Productivity Review Worksheet
Determine how productive your staff really is! Receive the Employee Productivity Review Worksheet along with instructions on how to fully review the staff taking into account areas that are normally missed when evaluating productivity. The receipt of these checklists includes a one-on-one phone call meeting with Grace to review further questions if necessary as well as the Backlog Report and the You Are The Expert Form to, again, help in determining true employee productivity.

Fee: $175.00


E & O Issues, Recommendations, and Best Practices
Receive a very comprehensive listing of E & O Issues, Recommendations, and Best Practices for the almost 101 commercial lines, personal lines, and life-health-employee benefits customized fill-in-the-blank procedural templates that Grace has accumulated over the last 27 years in business working with agencies throughout the United States. Within each procedural checklist includes recommendations as well as suggestions and benefits for increasing customer service, preventing E & O, increasing efficiency, saving money, attaining security, increasing sales, and saving time. The receipt of these checklists includes a one-on-one phone call meeting with Grace to review further questions if necessary.

Fee: $500.00


“Find Me Time Now” Worksheet
The "Find Me Time Now" Worksheets include:

50 Questions Directed to How you Truly Work During the Day
50 Tips on How to Save Time Now
Sections to Determine What You Really Want to Do or Change to Find Time Now in Your Day

One Hour Phone Call Meeting with Grace to Review Documents and Further Questions as Necessary

Fee: $75.00


Job Descriptions
Receive 16 simple essential job descriptions for the independent insurance agency from President/Owner to Account Manager/CSR to Clerical Assistant to Receptionist. Job descriptions include:

President
Vice President
Executive Assistant
IT Manager
Producer
Accounting Manager/Bookkeeper
Commercial Lines Manager
Commercial Lines Account Manager/Customer Service Representative
Marketing Manager
Personal Lines Manager
Personal Lines Account Manager/Customer Service Representative
Employee Benefits Manager
Employee Benefits Account Manager/Customer Service Representative
Claims Representative
Receptionist
Clerical Assistant

Along with these job descriptions you will receive the "Developing Your Most Efficient Job Description – What Do I Do" worksheet to help you truly determine what each employee does and carefully make decisions to develop the most efficient job description for each employee position.

Also, you will receive the "Developing Your Most Efficient Job Description – Your Major Processes" worksheet to help you review major areas, possible delegation, and ideas to make the major process more efficient.

All of these helpful worksheets will assist your agency in developing the perfect job description for each position in your agency.

One Hour Phone Call Meeting with Grace to Review Documents and Further Questions as Necessary

Fee: $150.00


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? Receive a comprehensive checklist of what to review, track, control, and adjust as necessary in your agency to make sure your agency experiences continued success! The receipt of these checklists includes a one-on-one phone call meeting with Grace to review further questions if necessary.

Fee: $40.00


New Business and Renewal Workflow Checklists
The New Business and Renewal Workflow Checklists include:

New Business Workflow Checklist - Bonds
New Business Workflow Checklist – Commercial Lines
New Business Workflow Checklist - Crop
New Business Workflow Checklist – Life/Health/Employee Benefits
New Business Workflow Checklist – Personal Lines

Renewal Workflow Checklist - Bonds
Renewal Workflow Checklist – Commercial Lines
Renewal Workflow Checklist - Crop
Renewal Workflow Checklist – Life/Health/Employee Benefits
Renewal Workflow Checklist – Personal Lines

Within each checklist noted above are recommended guidelines for:

Major Workflow Steps
Timelines
Responsibilities
Referenced Named Procedure
Sample Notes/Activities/Attachments/E-Docs

One Hour Phone Call Meeting with Grace to Review Documents and Further Questions as Necessary

Fee: $150.00


Renewal Review Checklist - Sample
This checklist is, of course, utilized to review an account upon renewal. It includes all areas that should be checked relating to auto, boat, business, floater, flood, homeowners, etc. for both commercial and personal lines. It is a middle-of-the road checklist. It is not too long or too short. It is just right!

Fee: $35.00


Sales Accountability Sheets
Receive a combination of sales accountability sheets for producers to assist in reviewing compensation (salary/commission), determining closing ratios, setting goals, utilizing activities within the management system, constant marketing, and producer sales accountability weekly checklists.  The receipt of these checklists includes a one-on-one phone call meeting with Grace to review further questions if necessary.

Fee: $75.00


The Detailed Outline
Are you looking for a very detailed outline to start your in-house procedures to document Bonds, Commercial Lines, Crop/Farm, Life-Health-Employee Benefits, and Personal Lines? This 16-page outline includes all major areas as well as all sub-areas to be included in your procedures. Use this very detailed outline as a base to develop your own in-house procedures to secure consistency, increase efficiency, save training time, and prevent against an E & O. The receipt of this outline includes a one-on-one phone call meeting with Grace to review further questions if necessary.

Fee: $250.00


The General Outline
If you are looking for just a quick listing of the main procedures to include in your agency procedural manual, then this is the worksheet for you. The General Outline is the total listing of 101 procedures for Bonds, Commercial Lines, Crop/Farm, Life-Health-Employee Benefits, and Personal Lines. This listing is a base for you to utilize in developing your own in-house agency procedures. The receipt of this outline includes a one-on-one phone call meeting with Grace to review further questions if necessary.

Fee: $95.00

 

 

 
 

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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