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References and Testimonials
Customized Insurance Best Practice Procedural Manual Programs
Comprehensive Agency Operations Review and Solutions Program
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239-246-8856


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AGENCY

TYPE OF SERVICE

TESTIMONIAL

Marilyn Bloemendaal, CPCU
Buffalo Ridge Insurance
Luverne, MN
507-283-2381
Staff of 7

 

Comprehensive Agency Operations Review and Solutions Program - On-Site

"Grace Bauer's structured review of our agency was extremely beneficial in identifying our internal operational problem areas and setting goals that will provide solutions. With her guidance, we were able to do so with staff harmony and agreement. With her continued assistance, we will accomplish those goals to the betterment of our agency. Her service and expertise is highly valued and greatly appreciated!"

Bonnie Boland
Bosworth & Associates
Tyler, TX
903-266-3004
Staff of 13

 

Customized Insurance Best Practice Procedural Manual Program - Remote

"Grace Bauer provided Bosworth and Associates the direction we needed in establishing workflow processes and having our Agency Procedural Manual documented.
We could not have taken on this huge task without her. She provided us the documents we needed along with the links to each procedure.
We met weekly with the account managers to discuss the many different ways they were completing their daily work. We agreed on the best way to increase efficiencies, gain business and communications for each procedure.
Grace is a wonderful teacher, listener, organizer, advisor and she makes you follow the deadlines she has set for you.
We are so grateful to Grace Bauer and there is no question as to whether we made the right decision.
Thank you Grace! "

Jeffrey Burks
Western Insurance Agency
Copperas Cove, TX
254-547-2626
Staff of 13

 

Comprehensive Agency Operations Review and Solutions Program – On-Site

"We have tried all sorts of things to get everyone doing procedures the same way and had a lot of issues between staff because of this. We have tried for years to resolve these on our own but never had any luck. We have listened to numerous webinars and presentations at various conferences but never had any luck getting anything put into place long term. We felt pretty knowledgeable about what we were doing but what Grace brought to the table was a process that is far above anything we have ever seen before, and knew what our agency needed before we did."

"Grace accomplished more in one week than we ever could have hoped for. If you care about the future of your agency, call her! I went on vacation two weeks after she was on site and for the first time in years, I didn’t check my email, call the office 3-4 times a day and was able to sleep without worrying about the office. That alone is worth the investment."

Linda Schmaing
ISU Streeter Brothers Insurance
Billings, MT
406-252-0551
Staff of 8

 

Comprehensive Agency Operations Review and Solutions Program – On-Site

"When Grace arrived she got us off & running immediately. Her “no nonsense” approach and “get it done” attitude was most impressive. Comments from our staff about her presence included: “It’s been like a breath of fresh air; the process allowed us to clear a lot of air in the office; brought us closer together as a team; opened up lines of communication we were missing”. We are embracing what she has taught us and working very hard to stay the new course."

Cathy Terrell
Jennifer Whitaker
Heacock Insurance Group
Sebring, FL
863-385-5171
Staff of 80

 

Customized Insurance Best Practice Procedural Manual Program – On-Site

“Grace’s knowledge of the insurance industry is invaluable in creating procedures.  She provides great insight from her years of experience.  Her no nonsense approach to creating procedures allowed us to streamline workflows and get everyone on the same page.  We were all amazed at what we accomplished in one week with Grace on site and she was worth every penny spent and then some.”
Cathy Terrell, Operations

“Grace provides an immeasurable amount of guidance that can only be achieved from years of experience.  She knows what works and what doesn’t and is willing to provide suggestions tailored to each agency’s specific operations.  Grace’s procedure manual program encourages employees to take part in drafting the procedures that they themselves will use on a daily basis.  It was wonderful to see the effort each employee put into any task assigned to them not only during the week Grace was on sight, but after as well.  I highly recommend her on-site program.”
Jennifer Whitaker, Professional Standards

Larry Blanton
Southwest Georgia Insurance Services
Moultrie, GA
229-985-6666
Staff of 12

 

Comprehensive Agency Operations Review and Solutions Program – On-Site


Customized Insurance Best Practice Procedural Manual Program – On-Site

“It’s amazing the difference in the atmosphere of the office.  Everything has improved drastically.”
“Amazing Transformation”
“Our decision to have Grace to our office was one of the best decisions we have ever made.  Prior to her visit, we had a backlog of work in every area of our operation.  Employee morale was low, and employees were working many hours of overtime.  During Grace’s visit, we updated all of our policies and procedures to a useable format.  We reviewed our workflow processes and updated them as well.  We met with employees individually and as a group.  Most of them expressed their frustration with the situation, but were skeptical that the process would produce any positive results.
One week after the session ended, we experienced an amazing transformationCommunication between employees improvedMorale improved drastically as employees worked together as a team.  Even our most skeptical employees realized the benefits we received from the sessions.
Two months later, we no longer have any backlogs, our workflow processes have improved, and we are not working overtime.
I highly recommend Grace’s onsite program.  It was time well spent, and our results were truly amazing.”
Larry Blanton

Donna Callahan
856-453-8370
Chris Lehr
Insurance Agency Management, Inc.
Burlington, NJ
609-387-0606

Customized Insurance Best Practice Procedural Manual Program – On-Site

“Attention agency owners, principals, and management:  Your investment in scheduling an on-site visit with Grace Bauer will return huge dividends.  Combining experience with expertise, Grace will structure a personalized in-depth agency analysis so that you can standardize, streamline, and strengthen your agency - while eliminating the operational gaps and assumptions that often litter the path to E & O situations.”

Chris Lehr

Mark Hester
Hester Heitel & Associates Inc.
Phoenix, AZ
602-230-7726
Staff of 22

 

 

 

Comprehensive Agency Operations Review and Solutions Program – On-Site

Customized Insurance Best Practice Procedural Manual Program – On-Site

“We have worked with Grace Bauer as an operations/procedure consultant and find her no nonsense organized approach to be exactly what we needed to standardize our procedures and operations.  She was very helpful working thru issues in our operational efficiencies.  Her follow up and auditing procedures are very helpful in keeping the ball rolling in the right direction…The week long plus process she will put you thru is not without pain, but I believe it is necessary if you want your agency to be as good as it can be… You will be a more organized and efficient organization after her visit, I guarantee you… Please call me personally if you have any questions about Grace Bauer Group.”
Mark Hester

Mark Todisco
Donna DiDomenico
Chadler Group
Fairfield, NJ
973-227-0025
Applied EPIC

 

Customized Insurance Best Practice Procedural Manual Program – On-Site

“We just wanted to let you know how grateful we are that we implemented your procedure program at The Chadler Group.  Having a guideline to follow has made the process much less time consuming and easier to stay on track every week.  Thanks for being there when we need you!”

Donna DiDomenico

Teri Paulson
Chris Truman
Integrated Insurance Solutions Inc.
Salt Lake City, UT
801-487-3000
Staff of 12

Employee Productivity and Efficiency Review Program – On-Site

Customized Insurance Best Practice Procedural Manual Program – On-Site

“I really like the process of self-auditing.  By using raw data, Grace takes all of the drama out of defining roles, procedures and accountability.”
Teri Paulson

“It was great having Grace’s wonderful, ‘let’s get down to business’ attitude in our office.  We accomplished more in the seven days she was here than I ever could imagine!”
Chris Truman

 

Greg Kingdon
Troy Granger
Trustco Inc.
Salt Lake City, UT
801-278-5341
Staff of 42

 

 

Employee Productivity Review – On-Site

“Grace took us out of our comfort zone which allowed us a chance to have an unbiased review of our operations, our productivity, and the effectiveness of our management structure. As a direct result of Grace's visit our operations are vastly improved, but most importantly she reminded us how important it is for agency personnel to communicate openly with each other. With this idea she left a lasting ability for us to solve our own problems going forward. “
Greg Kingdon

Tim Quinn
Quinn Insurance Inc.
Omaha, NE
402-891-1234
Staff of 21

Customized Insurance Best Practice Procedural Manual Program – Remote

“Frankly, we could not create from scratch what Grace has provided our agency. She has taken a daunting task and made it as simple as it could be. It takes work, but with her knowledge and system, it was much easier, and worth it!

We could not do this on our own.

And we are thankful!”

Tim Quinn

Kelley Thomas
Keystone-Sills Ins
Lexington, KY
859-276-2571

 

Customized Insurance Best Practice Procedural Manual Program – Remote

“We have been in the business for over 40 years and with our business rapidly growing over the last 5 years, we discovered the need for established policies and procedures.  Where does one begin with this daunting task of writing policy & procedures from the ground up?  We were introduced to The Grace Bauer Group and they have taking this task to a new level for us.  They have helped us write strong policies & procedures with tried and true steps on how to accomplish this task.  We highly recommend The Grace Bauer Group for guidance in writing your policy & procedures.”

Kelley Thomas

 

LuAnn Reichart
Amy Fox
Body Borneman Insurance
Boyertown, PA
610-367-1137  (LuAnn)
610-367-1165  (Amy)
Staff of 43
Applied TAM

Employee Productivity Review – On-Site


Employee Efficiency Program -  On-Site


Procedures – Comprehensive Agency Operations Review – On-Site 

Grace provided us the direction needed to create structure and consistency in our workflow processes.  Her presence gave all employees an opportunity to meet with her and share concerns and ideas.  She is a good listener and even better advisor.   She was very instrumental in bringing to fruition our overall agency’s vision.”
LuAnn Reichart

Mike Salisbury
Reno Agency
Wayland, MI
269-792-2232

Customized Insurance Best Practice Procedural Manual Program – Remote

“Without hesitation I would recommend any agency utilize Grace Bauer.  We contracted with Grace to help set up agency standards and procedures.  In our small agency, it’s easy to get from A-Z but sometimes steps are overlooked or missed when the goal is to get to Z.  Grace has been not only very knowledgeable but highly flexible when it came to meeting with our agency.   We scheduled weekend “go to meetings” so we could interact face to face but at the same time share screens, etc.  It’s been a good investment for our agency to work with Grace and I’m happy with our decision to do so.” 

Mike Salisbury

Dave Chastain
Sue Chastain
Sean Chastain
Jolene Schaa
Chastain Otis Insurance
Omaha, NE
402-397-2500
Staff of 23
Applied System

 

 

Employee Productivity Review – On-Site

Employee Efficiency Program – On-Site


Procedures – Comprehensive Agency Operations Review - Remote

 

Sandra Masters
UNICO Group, Inc.
Lincoln, NE
402-434-7251

 

Customized Insurance Best Practice Procedural Manual Program – Remote

UNICO has partnered with Grace Bauer to provide our agency procedures. She has done an exceptional job in providing templates for a procedural basis.  Grace has exceeded our expectations by timely, valuable guidance in setting up the procedures needed to standardize our training to be more consistent within our agency.

Sandra Masters

Shane Sis
AmFirst Insurance Services, LLC
Staff of 15
McCook, NE
308-423-2222

 

 

 

Employee Productivity Review – On-Site

Employee Efficiency Program – On-Site

 

Customized Insurance Best Practice Procedural Manual Program - Remote

 

Russ Bailey
Gary LaHoste
Yvette Ciaccio
Stiel Insurance
Staff of 25
Metairie, LA
504-832-5733

Customized Insurance Best Practice Procedural Manual Program – On-Site

“Since Grace has left, we are finding employees are communicating more, working better together, and finding solutions to agency issues.  I cannot believe the turnaround.”
Yvette Ciaccio

Gordon Sorrell
Leigh Ann Johnson
Dina Vagdos
Texas Insurance & Financial Services
Staff of 25
El Campo, TX
979-543-2709

Customized Insurance Best Practice Procedural Manual Program – On-Site

“Our agency was most interested in agency procedures, setting up an agency procedures manual to help our staff become more structured and more efficient in time management.
Grace came to our agency the middle of January 2011.  Management met with her and was very impressed with the way she set up the meetings to dive into exactly what the problems were and a way to go about fixing those problems. We learned that asking questions and having employees and producers come up with their own solutions was a much better way to communicate then simply telling people what to do. She helped our agency become very organized and gave us many tips to help maintain this organization. The agency procedures are located in a central area accessible to all employees and are very easy to understand. She made sure we knew, however, that these procedures were “our” procedures and could be adjusted when necessary to fit our particular agency environment. We learned that when a task was assigned to someone, also give a deadline to when this task must be finished.  This would help the employee manage and structure their time so that not only task could get completed, but daily work. Grace met with not only management, but with each department and then even with individuals.  She took time to clearly understand the problem to offer options as to a solution.  Grace is excellent at walking into an agency and within a few hours can tell where problems lieShe can decipher each person’s personality to give options as to the best way to handle that particular employee.
Grace rearranged her schedule to stay on two more days so that we could go over her procedures for account rounding.  This proved to be a very valuable tool.  We have learned many ways not only producers, but CSR’s can help on a daily basis to round all accounts in our agency.
Grace’s follow up maintenance calls have proved to be most helpful. The calls help get us back on track and keep us focused on what our goals are.  Also, to give us gentle reminders when we are not staying on deadlines as we agreed. We can discuss problems that have come up and she gives us feedback on best options to handle situation.
Hiring The Grace Bauer Group has proven to be one of our most valuable investments.”

Leigh Ann Johnson

Dina Vagdos

Cathy Merwin
Jon Merwin
Portsmouth Atlantic Insurance
Portsmouth, NH
603-431-4020
Staff of 4
DORIS

 

Customized Insurance Best Practice Procedural Manual Program – Remote

“We have wanted to have a Agency Procedural manual for years and kept putting it off because of the enormity of the undertaking. Grace’s involvement was crucial to our staying on task, having employee input and consistency in weekly meetings to work on the manual. We now have a manual unique to our Agency, helpful to current employees and a professional manual for future employees. Most importantly we have addressed E and O concerns and made them part of our procedures. “

Cathy Merwin

Myra Weaver
Watson Insurance
Staff of 75
Gastonia, NC
704-854-4661

Customized Insurance Best Practice Procedural Manual Program – On-Site

 

Hill Shaw  X101
Erik Loesch  X100
Atlantic Shield Insurance
Staff of 12
Charleston, SC
843-856-2909

Customized Insurance Best Practice Procedural Manual Program – On-Site

 

Mike Widman
Jessica Fosdick
Charlson & Wilson Insurance
Manhattan, KS
785-537-1600

Customized Insurance Best Practice Procedural Manual Program - Remote

 

Jamie Davis
Tina Brockett
Davis Insurance Agency
Lufkin, TX
Staff of 20
936-637-2291

Customized Insurance Best Practice Procedural Manual Program - Remote

Great job getting us where we need to be.  We would have never done it on our ownWe have had other consultants and tried other things.  We just…It just did not happen.”

Tina Brockett

Joe Cunningham Jr.
Donna Dykes
Cunningham Insurance Agency
Natchitoches, LA
318-352-8105

Customized Insurance Best Practice Procedural Manual Program - Remote

 

Ashley Pike
Endline-Pike Insurance
Auburn, MI
989-662-6479

Customized Insurance Best Practice Procedural Manual Program - Remote

 

Cindy Wengert
Brock Insurance Agency
Rossville, GA
706-866-3394

Customized Insurance Best Practice Procedural Manual Program - Remote

 

Theresa Cogliano
Fair & Yeager Insurance Agency
Natick, MA
508-653-3131

Customized Insurance Best Practice Procedural Manual Program - Remote

 

Suzette Ward
Gateway Insurance Services, Inc.
Elizabeth City, NC
252-384-6910

Customized Insurance Best Practice Procedural Manual Program - Remote

Our agency is an AMS 360 User.  We have been working with Grace Bauer for the past three  years.  With Grace’s assistance we have developed a detailed procedure manual that includes step by step instructions on how to complete each function within our agency and within AMS 360.  With her continued support we are holding weekly meetings to continually monitor and update the effectiveness of these procedures.  The audit process Grace developed is a wonderful tool for monitoring the written procedures.  Through the audit process of these procedures, we have identified weaknesses among our staff and have been able to quickly remedy the problems through additional training.  Even though you have written procedures in place, if you are not auditing these procedures, you will not know if they are being followed.  By working with Grace, we continue to improve our processes and overall morale within our agency.  We all intend to do a lot of things, but I can honestly say that it helps so much to know Grace will be calling me in a few weeks and I have certain things that need to be accomplished before she calls.  Grace is wonderful to work with.

Suzette Ward

Jamie Esquibel
The Agency, Inc.
P. O. Box 27
Lakin, KS 67860
620-355-6789
Staff of 10
AMS360

Customized Insurance Best Practice Procedural Manual Program - Remote

“Going through the procedural process has helped our two offices get on the same page.”

Jamie Esquibel

Benjie Bates
Ben Bates
Bates Hewett & Floyd Insurance
3400 Crill Avenue Suite 2
Palatka, FL 32177
386-328-1100
Staff of 26
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

The biggest benefit for me has been learning a lot. Going through the procedural process made employees think about how procedures affect the agency, exposures, and how to do things. Employees have a better understanding of procedures and are more on the same page.”
Benjie Bates

“The biggest benefit is that employees now have a clear road map on how to operate. The procedures serve as a reference and get employees on the same page doing everything to be done and operating more efficiently.”
Ben Bates

Jim Shriver
Joseph Shriver
Chancellor Insurance Agency
P. O. Box 164
Parkersburg, WV 26101
304-422-3563
Staff of 4
AMS360

Customized Insurance Best Practice Procedural Manual Program - Remote

“These procedures are a starting point for us. If we have turnover our employees can now be trained quicker.”
Jim Shriver


“Our major benefit is now we have something in place. We did not have any type of procedures in place. We have a reference point now.”
Joe Shriver

Monty Dise
Jennifer Hartman
Asset Protection Group, Inc.
10800 Midlothian Turnpike, Suite 2
Richmond, VA 23235
804-423-7700
Staff of 5
AMS360

Customized Insurance Best Practice Procedural Manual Program - Remote

I am very, very happy we have done this. We have had a dramatic change in our documentation on the system.”
Monty Dise


This process has really helped with accountability, record-keeping, and documentation within the system.”
Jennifer Hartman

Veronica Edwards
Jennifer Koehler
Hugh F. Miller Insurance Agency
801 First Avenue
Rock Falls, IL 61071
815-626-1300
Staff of 12
AMS360

Customized Insurance Best Practice Procedural Manual Program - Remote

“”I feel the major benefit has been that we are more efficient now. Employees do not have to interrupt me on questions any more. The procedures make everyone know now that there is one way we want things done.”
Veronica Edwards


“Employees are a lot more aware of what should and needs to be done now.”
Jennifer Koehler

Tommie Bowman
TomRan Insurance Agency, Inc.
3159 Highway 70 SE
Newton, NC 28658
828-465-2431
Staff of 4
AMS Prime

Customized Insurance Best Practice Procedural Manual Program - Remote

”I wanted to take a minute and let you know how thankful I am that I have been working with you on our agency procedures. Not only is it improving our E & O exposure, but it has made us focus on efficiency also. Since working with you and discovering new avenues of procedures, we have gone from transactional filing to PAPERLESS!!! This alone has improved our efficiency so much that we are able to do more with less payroll dollars. We were able to eliminate 40 hours of payroll per week and are more up to date and current than we were before. In this day and time, everything counts. I am actually projecting more profit this year than the years before. Thank you so much. Working with you has definitely changed our world in this agency!”

Tommie Bowman

Kathy Isbell
Brenda Harm
Argonne Agency, Inc.
324 North Mullan Road
Spokane, WA 99206
509-921-6809
Staff of 8
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

I am really excited just to have people on the same page. If a question comes up where someone states that is the way we have always done something, I can ask what was actually agreed upon. They created and did the procedures. If they do forget, I can remind them that this is what they have created themselves. I am very, very happy that we did it.”
Kathy Isbell


The process brought us closer together. I have learned so much about AMS. It has been exciting.”
Brenda Harm

Megan McKay Ziller
McKay Insurance Agency, Inc.
P. O. Box 151 Knoxville, IA 50138
641-842-2135
Staff of 12
AMS360

 

Customized Insurance Best Practice Procedural Manual Program - Remote

“The process was extremely helpful and really opened up a lot of communication and how people were doing things. This will be even better once we start the auditing process. It has been a really good experience and everybody saw the value in it.”

Megan McKay Ziller

Betsy Jansen CPCU ARM
Debi Blue
Nonprofit Resources
455 Sherman Street Suite 207
Denver, CO 80203
303-894-0298
Staff of 10
AMS360

Customized Insurance Best Practice Procedural Manual Program - Remote

“The process pointed out some areas where we had some problems and made it a lot easier to talk about it. It gave us the opportunity to get us all on the same page. The process made it a lot easier to attack our issues. It also pointed out areas with AMS that people did not know how to do. We were able to learn more about the management system.”
Betsy Jansen

“The process has been fabulous. I was able to learn things that before I did not know how to do. I did not know how to do certificates and now I can easily process them following the formatted steps.”
Debi Blue

Lauren Jones
Keane Insurance Group
10777 Sunset Office Drive #200
St. Louis, MO 63127
800-966-7731
Staff of 35
AMS360

Customized Insurance Best Practice Procedural Manual Program - Remote

It has been incredible. We have grown so quickly. People were doing things all kinds of different ways. It has helped formalize ways of doing things. Glad we were able to do it. It was also interesting to see people’s strengths come out. This has helped from a management perspective as well.”
Lauren Jones

Rhonda May
Bev Radney
Beverly Onley Insurance Agency
P. O. Box 810
Winnsboro, TX 75494
903-342-3722
Staff of 15
AMS360

Customized Insurance Best Practice Procedural Manual Program - Remote

“I heard from the staff that they feel they know now how things need to be done in the office. The process helped us get the AMS360 steps down and get everyone on the same page. In the beginning we all had different ways of doing things. It got me to learn more about the system as well.”
Rhonda May


We are all headed now in the same direction.”
Bev Radney

Pat McManamon
McManamon Insurance
1991 Crocker Road Suite 215
West Lake, OH 44145
440-892-8308
Staff of 6
AMS360

Customized Insurance Best Practice Procedural Manual Program - Remote

“It definitely helped our agency. It brought out some things. We had five people in our meetings and four different opinions on how to do things. We were able to discuss issues which we would not normally have done and come to one decision. That was the most important! It also brought out our weaknesses and issues that we did not think of.”
Pat McManamon

Laura Tsangeos
Sirak Moore Insurance Agency
4700 Dressler Road NW
Canton, OH 44718
330-493-3211
Staff of 30
AMS360

Customized Insurance Best Practice Procedural Manual Program - Remote

It has helped by everyone being on the same page – everyone doing everything the same way. It forced us by the review process to confirm we are doing things the same way. It has also been helpful for new employees. Here it is! Here is the book! This is how we do it. New employees do not have to write long extensive notes. We also seen some areas we were open to possibly an E & O that we are working on correcting.”

Cole Richardson
Jane Luttrell
Jackson Barton Insurance Agency
P. O. Box 12120
Oklahoma City, OK 73157
405-947-8751
Staff of 7
AMS360

Customized Insurance Best Practice Procedural Manual Program - Remote

“This process gave us the opportunity to get everything documented and get us all on the same page. We were also able to address those areas we never thought of. I am real happy. It is organized and extremely well documented. We are a better agency which is vitally important as far as I am concerned.”
Cole Richardson


“We were able to think through each process and decide on the best way to handle each procedure.”
Jane Luttrell

Bob Jones
Janet Williams
The Heritage Agency
P. O. Box 1806
Covington, GA 30015
770-786-9213
Staff of 6
AMS360

Customized Insurance Best Practice Procedural Manual Program - Remote

 

Steven Parker
Paula
SCP Insurance Services
P. O. Box 8684
Redlands, CA 92375
909-794-9700
Staff of 4
AMS360

Customized Insurance Best Practice Procedural Manual Program - Remote

 

Mark Thune
Jeff Skaar
Thune Insurance Network Inc.
P. O. Box 10
Thief River Falls, MN
218-681-1714
Staff of 16
AMS 360

Customized Insurance Best Practice Procedural Manual Program - Remote

"The process brought us apart and together and created a lot of communication. We are doing a better job than we were before. Now, we need to roll it out and make sure everyone understands what we have been working on for 6 months. Has it been worth it? No Question!"
Mark Thune


"There were certain things that people were doing different ways, and there never has been any consistency. Now it is happening. That is a big plus right there!"
Jeff Skaar

Dan Mercure Jr.
Dan Mercure Sr.
Tracy Chinavare
Darlene
Mercure Agency
P. O. Box 250
Rickwood, MI 48173
734-379-9611
Staff of 7
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

“The process made us look at a lot of workflows and re-think areas. It made us look at what we are doing and why we are doing it to increase efficiencies.”
Dan Mercure Jr.


The process helped us to look at things to determine the best and smartest way.”
Dan Mercure Sr.

It brought everybody together. The process brought to light the things we did not think about and, also, put us all on the same page.”
Tracy Chinavare

Curt Stephenson
Kim Arnold
First Merchants Insurance Services, Inc.
P. O. Box 2279
Muncie, IN 47307
765-213-3400
Staff of 35
AFW On Line

Customized Insurance Best Practice Procedural Manual Program - Remote

 

Jack Eggert
John W. Eggert Insurance Agency
P. O. Box 325
Lansing, IL 60438
708-474-1616
Staff of 6
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

 

Ed Pokrywka
Joan Gallo
Heritage Insurance Services, Inc.
826 bustleton Pike, Suite 203
Feasterville, PA 19053
215-322-8705
Staff of 20
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

“The process made our employees think there is somebody that cares about what they do. We built the procedures. Now we need to move in. Again, our true benefit will come out as we go through the maintenance.”
Joan Gallo


Our biggest benefit was in the weekly meetings. We had a good time. It gave us a chance to see how our staff thinks. It gave our staff to participate in a positive way. Review reasons why we do things. We were able to find out who the leaders are. The process brought up a lot of issues. We had some interesting talks. Our true benefit will come out as we go through the maintenance part.”
Ed Pokrywka

Allan Meadors
Jeff Utecht
Lisa Thomas
Meadors, Adams & Lee, Inc.
P. O. Box 3456
Little Rock, AR 72203-3456
501-372-5200
Staff of 22
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

It is absolutely a tremendous asset and of enormous value to our agency. We can get into more trouble with audits if they are not handled properly. We were able to review files to protect us from E & O claims. We are doing a better job for our customers. Our employees are better and more responsive people.”
Allan Meadors


It has absolutely helped to increase efficiency and help new employees.”
Jeff Utecht

The process was a lot easier than I thought. We have tried to take on this project in the past and never got started. It got overwhelmed. With the way you had this lined out, it made us dedicated to be there and have our meetings each week.”
Lisa Thomas

Mary Wade
Janice Godfrey
Wade & Egbert Insurance
P. O. Box 150229
Nashville, TN 37215-0229
615-383-9061
Staff of 18
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

“Our employees realize there is now a set way to do things. We noticed one group knew some things and another group did not. Also, having defined weekly meetings made us realize it paid off to take the time to get together.”
Mary Wade


The process helped everybody to do things the same way.”
Janice Godfrey

Bruce Bottolfson
Julie Newville
New Richmond Insurance Agency
P. O. Box 367
New Richmond, WI 54017
715-246-6988
Staff of 12
AFW On Line

Customized Insurance Best Practice Procedural Manual Program - Remote

Going through the process was of value to our agency. It helped us to identify steps that we were missing as well as helped us to eliminate redundancy.”
Bruce Bottolfson


Going through the process increased communication and helped get everyone on the same page. I hope to continue to improve our processes as we continue to go through procedures.”
Julie Newville

Robert Turner
Tracy M. Goodwin
Turner & Associates Insurance, Inc.
P. O. Box 40
Brunswick, GA 31521
912-265-2840
Staff of 8
AFW On Line

Customized Insurance Best Practice Procedural Manual Program - Remote

“It has helped me learn what people either do or do not do.”
Robert Turner


It has put us all on the same page. It makes it easier to start a process and for someone else to finish if they need to.”
Tracy M. Goodwin

Cheryl Huff
Chastain & Associates Insurance
P. O. Box 6628
Athens, GA 30604
706-433-1702
Staff of 24
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

“We got to put it in place and it worked! I was very pleased! The benefit was having three new employees come in and everything was there written down in black and white. It was very, very beneficial! Also, having input from everyone on, this is how I do it; this is how I think it should be done; and then deciding what would be best for the agency, I thought that was very good. Overall, it was good to have everyone in the agency involved in one project. They all took it very seriously. It cemented the fact we are team whether personal lines, commercial lines, or marketing. I am really glad we did it!

Cheryl Huff

Andrea Bates
Daniel J. Bates Insurance Agency, Inc.
92 High Street, Suite B1
Medford, MA 02155
781-3964985
Staff of 6
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

Definitely it has helped. Now we have to make sure to audit and continue with the maintenance. This has to be driven home. We have to make sure everything that has been implemented is being done. You will get your money back with the E & O discount, increased sales, morale, and increased efficiencies. This is an investment. Don’t just do it! Do it because you mean it, and you are going to use it.”

Andrea Bates

Matt Dolliff
Dan Hoffman
Debbie Thurner
Dolliff Insurance
6465 Wayzata Blvd. Suite 850
St. Louis Park, MN 55426
952-593-7400
Staff of 18
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

 

Scott Senise
Empire Company
P. O. Box 5400
Rancho Cucamonga, CA 91729
909-476-0600
Staff of 35
AFW On Line

Customized Insurance Best Practice Procedural Manual Program - Remote

 

Ross MacLennan
Eric Mehlberger
MacLennan & Bain Insurance
214 Aberdeen Drive
Valparaiso, IN 46385
219-464-0100
Staff of 12
AFW On Line

Customized Insurance Best Practice Procedural Manual Program - Remote

No question – the procedural process created a team environment.”
Ross MacLennan


We have worked toward getting all employees to do things the same way and educated ourselves on easier ways to do things. The process was most helpful in training and in increasing the knowledge of our employees.”
Eric Mehlberger

Staci Moles
Bill Love
Rodes-Roper-Love Insurance Agency
158 North Harbor City Boulevard
Melbourne, FL 32935
321-757-6181
Staff of 28
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

“It has shown all employees that we were serious in setting up to do this. We really accomplished the end result. People have used it. It is a continuous process. Everyone that participated in the meetings has always walked away saying “I did not know that.” It was an opportunity to know more – to find a better way or a more efficient way that they were not aware of.”
Staci Moles


It definitely helped to bring about more of a team spirit - one of the things we set out to do. It helped to bring unity and generate a safe and stable environment that has brought about a positive effect.”
Bill Love

Neal Rabedeaux
Karen White
RCS Group
P. O. Box 71366
West Des Moines, IA 50325
515-225-1444
Staff of 8
AFW On Line

Customized Insurance Best Practice Procedural Manual Program - Remote

"The process gave us an awareness. We now have specific guidelines to actually implement procedures."
Neal Rabedeaux

"Thank you so very much for your patience and directions as we took upon this huge task. It is more valuable than you could ever know. We were able to put things down on paper. It is something we really, really needed to do."
Karen White

Tonja Jarrett
Liberty Company Insurance
7115 1/2 Sunset Blvd.
Los Angeles, CA 90046
232-878-2800
Staff of 20
AFW On Line

Customized Insurance Best Practice Procedural Manual Program - Remote

"We have new procedures in place now that will streamline the workflow. When questions are being asked we have a good reference."
Tonja Jarrett

Jerry Lewis
Sheryl Jones
Lewis Insurance
P. O. Box 1378
Tulare, CA 93275
559-688-7711
Staff of 19
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

"The process has definitely helped us. We really know where our weaknesses are now. We had to do some real hard thinking. We are finally heading in the right direction. We could not have done this on our own. By your making us accountable, we have been accountable. Our employees now have more of a caring spirit to do things the same way rather than everyone doing their own thing."
Sheryl Jones


"The process opened everyone's eyes. There are reasons why we want things done not just that I said so. This process would have fallen if we continued on our own. With you giving us the framework and working with us every week, we were able to get this project done."
Jerry Lewis

Marylea Gazette
Sherry Burgener CIC AU
First Arkansas Insurance
P. O. Box 251956
Little Rock, AR 72225-1956
501-666-6653
Staff of 13
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

"The employees are working better now than they have had in a long time. There are less questions on how to process something. Also, I have been here twelve years and I even have learned things."
"I just wanted to say THANK YOU. We hired a new CSR last Monday and training is such a breeze with the manual in place. Last week we covered a lot of computer entry on our system, and this week she is able to complete a large amount of the entry process by following the steps in the manual. Thank you again."
Sherry Burgener CIC AU

"Thank you Grace for your help. This was a much more pleasant experience than I originally thought it would be and I think your expertise and having a beginning helped make it that way. As I stated on the phone, we developed more teamwork than we have had in the past. It seems people are working together more. Thanks again and I hope your new year is all you wish for."
Marylea Gazette

Debbie Kale
E. R. Munro and Company
14 Wood Street
Pittsburgh, PA 15222-1921
412-281-0673 X135
Staff of 50
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

"Absolutely! It has helped us 100%. We have implemented new procedures we have never thought of before. The process brought our two departments together. It made us aware, as an agency, that there is a large window of improvement that needs to be done on daily workflows, maintenance, efficiencies, and getting things done accurately and quickly. I can see that our growth process will definitely happen. We will not have to constantly oversee the staff. Employees will be familiar with how things need to be done as an agency and allow us to better manage as a whole."

Debbie Kale

Barbara Heidrick
Lisa Gunkel
Cindy Vanderpoel
Consolidated Insurance Agency
3108 North Lamar Boulevard
Austin, TX 78705-2028
512-453-0031
Staff of 35
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

"Personal lines has become more secure since we completed our procedure manual. They have talked about it very positively. They now have someplace to go for an answer. It opened up a lot of dialogue. The biggest plus is they are no longer procrastinating against things that are out of the ordinary such as the processing of substandard business. They know where to find answers to procedural questions that are seldom encountered as well as day to day workflow questions. They feel more confident, and are getting things done quicker."
Cindy Vanderpoel

"It helped us identify lots of different things going through this process that we thought about doing. Now there are lists that will help us work more effectively. It was very interesting for me to watch the way people reacted and did the process. This was an added benefit. It brought some people to work on something that normally they would not talk about between personal and commercial lines. It helped us be more consistent. We found areas we thought were okay but were not."
Barbara Heidrick

"It has created a whole lot of dialogue in looking at the way we do things multiple different ways. We are getting more consistent. It gives us a tool to work with to address problems of consistency."
Lisa Gunkel

Louis Atti
M & W Agency, Inc.
P. O. Box 111
Angola, NY 14006-0111
716-549-3500
Staff of 40
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

"Money well spent. It opened our eyes. We thought we were following procedures. There were a lot of things we overlooked. The process brings those little things to the surface - the things we overlooked."
Louis Atti

Derek Martin-Vegue - Principal
Richard R. "Bob" Rosier - Principal
Grimi Betancourt
Kathy Rosier
Keys Insurance Services Inc.
P. O. Box 500280
Marathon, FL 33050
239-444-1414
305-743-0494
Staff of 24
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

"It has definitely helped our agency. We have something everyone can turn to. The procedures will be very helpful when used as a reference."
Grimi Betancourt

"I think it was very good for the branch offices especially for this office not being used to AMS. It gets everyone doing the same things the same way."
Kathy Rosier


"Consistency is the largest thing and from an E & O standpoint. When we hire someone new off the street it is a lot easier to get them on board. It speeds up the learning process."
Richard R. "Bob" Rosier

"The process has helped the agency tremendously. It has made the employees aware we are a procedures-oriented agency. By them having to write their own procedures, review, and do procedures, they are staying within the guidelines. It has helped from a workflow standpoint, E & O, and effectively doing the same thing each time."
Derek Martin-Vegue

Walter Petersen
Sean Kelly
Parker, Remsen & Sullivan
P. O. Box 4449
Highland Park, NJ 08904
732-249-1200
Staff of 27
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

"Our procedures have been invaluable in training our new employees. I am thrilled at the ability to go in and refer to and print the procedures. The money was well-invested. We did not know much about your role as a consultant until we really got into this. I made the recommendation, and I am very pleased - a worthwhile investment. I know the managers, too, feel the time and money were a very worthwhile investment. Also, we never had anything in place for accounting. It made Marie very nervous. Overall, it was excellent. I want to compliment you for staying right with us and for the excellent service. I have been involved in the agency business for quite a number of years, and this is the first agency I have had a formalized procedural manual. It's a comfortable feeling knowing we have a reference to go back to."
"As well, the owners now have more appreciation of what the staff does. The producers did not realize what is really involved until looking at these procedures."
Walter Petersen


"It has been a good education for me - always being an outside guy. When you are outside you do not see what is going on day-to-day. It has helped standardize what we need to do here. A new person coming on board has a good reference. It will be helpful in training and will help us to avoid E & O. This has been a good process."
Sean Kelly

Diana Breed
Ned Breed
Farquhar & Black Insurance Agency Inc.
85 Exchange Street
Lynn, MA 01901
781-599-2200
Staff of 18
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

"Sure enough! It was complete! I went step-by-step! It was incredible! This is why this is such a great thing! All the steps the staff does are there to get it done!"
"We are a lot more organized. There is now a direct place people can go to if they have a question. For procedures they do not do all the time, they have a reference. I think that makes people feel more confident."
Diana Breed


"I feel a lot more comfortable with everyone having set procedures to follow. This helps for E & O. There is a consistent workflow, and we have E & O protection. These were my two biggest concerns going in."
Ned Breed

Carol Kowalski
Barbara Musil
Van Tol, Magennis & Lang, Inc.
P. O. Box 157
Grand Rapids, MI 49501-0157
616-949-4250
Staff of 18
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

"We are getting everyone doing the same things the same way. We have a better understanding of how different departments handle things differently. We were able to make a few small changes that got everybody thinking in the same line. They understand more about what each other does. Cross-training is easier. Our CSR's and Assistants have a better understanding of what each one does as well. CSR's are aware of those things that have changed since maybe they have handled the procedure in the past. Our supervisors have a better understanding as to what they need to keep on top of as well."
Carol Kowalski

Tony Lucacio CIC
Merrimack Valley Insurance Agency, Inc.
655 Boston Road Suite 1A
Billerica, MA 01821
978-667-2541
Staff of 5
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

"More people are doing things the same way, more consistent. There is now a backup procedure. When someone needs to do something he/she does not normally do, it is much easier for them to back up each other."

Tony Lucacio

Veronica Della Porta
The Della Porta Group
3112 St. Johns Bluff Road South
Jacksonville, FL 32246
904-646-0310
Staff of 11
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

"The process crystallized our thinking on how we want to approach and handle clients. It is too easy to get bogged down each day that we do not stop to really think about the ways we can do things more efficiently and less stressful for the staff. By having procedures, we have better insured clients and make more money. The staff has ownership because they are the ones who wrote them. I did not tell them. They told me."
Veronica Della Porta

Lynda Nation
Van Parys Associates
229 East Main
Palmyra, NY
315-597-4843
Staff of 12
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

"This is a real eye-opener. There are some things I do not do that now I know how to do. The procedures are in a step-by-step format. I did not think this was going to be this good. We have been wanting to do this for a long time and just did not have the time. If you were not following-up with us, we would not get this done on a timely basis."
Lynda Nation

Allison Hill
Mark S. Williamson
Mark V. Williamson Co., Inc.
P. O. Box 7503
Little Rock, AR 72217
501-664-7728
Staff of 11
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

"Definitely great for a new employee. When we have new employees we never have enough time to sit down and train them well."
Mark S. Williamson


"The procedural process is a time saver, you learn to do things a quicker way, a more efficient way. All employees are getting on the same page."
Allison Hill

Marcia Garber
Sovis Insurance Agency
P. O. Box 385
Chesaning, MI 48616
517-845-4053
Staff of 15
AFW

Customized Insurance Best Practice Procedural Manual Program - Remote

"The goal was virtually to pull a person off the street and they would be able to complete any task in the agency by following the manual step-by-step. IT WORKS!!! We have the manual in place now, and it tells everything - down to how to use our voicemail system. Is it worth it? Absolutely!"
Marcia Garber

Daryl Holt
Donoho, Holt, & Legge Insurance Agency
P. O. Box 8
Gallatin, TN 37066
615-230-7704
Staff of 15
AMS Prime

Customized Insurance Best Practice Procedural Manual Program - Remote

"The main thing is that we know the processes are there and employees understand this is how we do things. They do not have to come to me for every little thing. I can go out and sell again. We have a way everyone does things the same way. I can feel comfortable knowing things are being done to prevent E & O. Getting things organized was what we needed the most. I have been trying to get this done since 1997. This has sped up the process."

Daryl Holt

Cory Bloemendaal
Marilyn Bloemendaal
Buffalo Ridge Insurance
P. O. Box 596
Luverne, MN 56156-0596
507-283-2381
Staff of 6
Applied On Line

Customized Insurance Best Practice Procedural Manual Program - Remote

No regrets! I am very, very, very glad we did it. For us it will have a tremendous amount of benefits.”
Cory Bloemendaal

Ed Wright
Susan Kane
W. J. Cox Associates. Inc.
9600 Main Street, Suite 3
Clarence, NY 14031
716-759-9606
Staff of 28
Applied Vision

Customized Insurance Best Practice Procedural Manual Program - Remote

It is already working. Employees are already referencing the procedures for questions.”
W. J.


Throughout the process the people involved learned ways to do things more efficiently.”
Susan Kane

Holly Grimm
Glenn Goodwin & Associates
P. O. Bgox 1897
Redlands, CA 92373
909-793-8118
Staff of 10
Applied

Customized Insurance Best Practice Procedural Manual Program - Remote

The process definitely, definitely helped with consistency and has definitely increased accuracy.” Your assistance also kept us on track and by the time we were done, I wondered why we hadn't started the process years ago. I had made it out to be the "huge gorilla in the closet", pushing off the need to do it as there wasn't enough time..........there is never enough time but you made the whole process simple, easy to do and now its done! (Except for the maintenance and upkeep but that's the easy stuff!) Thanks for EVERYTHING Grace! You are the best!!
Holly Grimm

Gar Reese
Nancy Reese
Moody Agency, Inc.
P. O. Box 598
Venice, FL 34284
941-493-1583
Staff of 3
Applied

Customized Insurance Best Practice Procedural Manual Program - Remote

Standardization and E & O are the major benefit. With six people doing things a little different, these procedures will generally keep employees on the same page.”
Gar Reese


“We are already utilizing our procedures for training purposes. The procedures are a resource for existing employees. We have, also, clarified and improved areas within the agency.”
Nancy Reese

Karen Phillips
RCI Insurance Group
P. O. Box 1185
Clarmore, OK 74018
918-341-6081
Staff of 10
Applied

Customized Insurance Best Practice Procedural Manual Program - Remote

“I was very pleased. The process made us really take a look at what we were doing. It helped me a lot. I was amazed. The process has helped us to be on the same page and will make us be a lot more accountable.”
Karen Phillips

Sam Clark
Kathi Earnhart
Mary Cristaudo
Dale Barton Agency
1100 East 6600 South Suite 400
Salt Lake City, UT 84121
801-288-1600
Staff of 24
Applied Vision

Customized Insurance Best Practice Procedural Manual Program - Remote

 

Carol Gallaher
John Gallaher
Gallaher-Tangora-Rodes Agency
P. O. Box 798
Mexico, MO 65265
573-581-8330
Staff of 20
Applied

Customized Insurance Best Practice Procedural Manual Program - Remote

“The process really helped the agency. By talking to each-other, we all learned at least one or two ways to do things that we did not know before. Besides helping with training and consistency, it helped existing staff get to know each-other and each other’s jobs and learn better ways to do things. At first, I was not sure about your not being here at our office; however, you are very organized which really helped. I cannot think of anything I would change within your process.”

"The great value to this service is keeping us on track and organized. Also, having an outside person works a lot better."

Carol Gallaher


The process was a real eye-opener. It made me very aware of all the things the staff does on a daily basis.”
John Gallaher

Art Glasgow
Peck-Glasgow Agency, Inc.
P. O. Box 427
Hartselle, AL 35640
256-773-2210
Staff of 14
Applied On Line

Customized Insurance Best Practice Procedural Manual Program - Remote

 “It has actually caused us to evaluate how we are doing things, we noticed differences, and have moved toward a more standardized system picking up things that can be done better and more efficiently. Also, I noticed the staff interaction was good. It did create questions about why we actually do something that way.”

Art Glasgow

Tracy Ward
Seven Hills Insurance Agency
312 Elm Street
Cincinnati, OH 45202
513-719-8518
Staff of 9
Applied

Customized Insurance Best Practice Procedural Manual Program - Remote

It was great! I have already saved some conflicts within the office. I pulled two employees together in to review one procedure to justify a procedure. Finally, we have something in writing that we can pull up and say this is the right way to do it, not that it cannot be changed. Also, our employees have ownership since they helped write the manual. I could not have done it alone.”

Tracy Ward

Sharon Gibbons
Mat Tilghman Jr.
Hanna, Kremer, & Tilghman
One Plaza East, Suite 100
Salisbury, MA 21801
410-749-4711
Staff of 16
Applied

Customized Insurance Best Practice Procedural Manual Program - Remote

“I met with some resistance; however, I have had positive feedback. One employee stated originally she did not feel she needed to be in the meetings but now she was learning one or two different things in every meeting. Also, several employees have referenced the procedures just to make sure things were being done right”
Sharon Gibbons


It has been helpful. I have already referenced the procedures rather than going to ask someone. This is an evolving process. We really needed to get back to standards.”
Mat Tilghman Jr.

I just wanted to share a little success story with our “Procedures”! Sandy (our receptionist) ALWAYS takes care of the postage machine but she’s on vacation this week. In the middle of putting postage on our outgoing mail, the machine ran out of postage and they came to me to “fix” it. I don’t know anything about the machine (I keep my eye on enough machinery around here) J - so I told them to go check the Procedures and Sandy had detailed instructions on what to do!!!!! YEA!!!!
Sharon Gibbons

Will Kastroll
Paul Huber
Harbour Risk Management
801 Anchor Road Drive
Naples, FL 34103
239-354-4053
Staff of 4
Applied

Customized Insurance Best Practice Procedural Manual Program - Remote

“It provided us structure on everything that we do. With the weekly meetings it forced us to go ahead and do it and made us think about all areas of the agency.”
Will Kastroll


At this point, this gives us credibility in hiring good people and in attaining markets with insurance companies since we now have procedures in place.”
Paul Huber

Joleen Hart
Barlow Agency, Inc.
P. O. Box 819
Gillette, WY 82717-0819
307-682-9397
Staff of 24
Applied

Customized Insurance Best Practice Procedural Manual Program - Remote

The process has helped to make sure all employees are doing things the same way. We have standardization. Everything is documented and organized.”
Joleen Hart

Cindy Buckland
Patrick Buckland
Buckland Insurance
P. O. Box 100
Delton, MI 49046
269-623-5115
Staff of 12
Applied

Customized Insurance Best Practice Procedural Manual Program - Remote

“Obviously, it needed to be done! We had nothing in writing. To get our basic procedures written is an enormous undertaking. Some issues were brought up between offices. The process brought to light some differences and good questions that we needed to review. Grace kept on task and we were very pleased with the outcome."
Cindy Buckland

Terri Hinojosa
Richard Minor
Insurance Services
Hannibal, MO 63401
573-221-8484
Staff of 20

Applied

Customized Insurance Best Practice Procedural Manual Program - Remote

"With 25 people working in 5 different locations, we knew we had some disparity on how things were done. We were amazed at how much we had. The process has helped us to identify a lot of needs within the agency especially with our outer offices. They just did not see the need to do things the way we needed them done, or they weren't doing things at all. The process identified where our problems were and the things we needed to address. The process also helped us to identify the most time effective way to do things within our Agency Management System, as we found that there were usually 2 to 3 ways to do most everything in the system and we had people using every way possible. Going through this process is challenging and can be time consuming, but it is so very worth it in the end. Our employees have less complaints about our agency management system now, and that makes it worth it!!"
Terri Hinojosa


"We now have a checklist to make sure things are being done. The process has made people think more on how processes need to be handled efficiently."
Richard Minor

Cathy Harris
Jack Cline
Valley Oaks Insurance
1528 Eureka Road Suite 102
Roseville, CA 95661
916-960-1400
Staff of 25
Applied

Customized Insurance Best Practice Procedural Manual Program - Remote

"The biggest benefit has been in training new people and being able to go through each step. Once procedures are reviewed with the new employee, we have something that looks familiar to refer to. We do not have to worry about missing a step."
Cathy Harris


"Everybody will be doing things uniformly. Once we get the E & O checklist done, that will be a huge benefit.
Jack Cline

Rita Leazer
John Riley
Central Carolina Insurance Agency
Box 4078
Salisbury, NC 28145
704-664-3973 (Rita)
704-636-5311 (John)
Staff of 27
Applied

Customized Insurance Best Practice Procedural Manual Program - Remote

"The process has helped us tremendously! There were so many areas we needed to work on to do things the same way. We never could have accomplished a procedures manual without your help."
Rita Leazer

 

 

 

Thomas Levy
Kathy Dougherty
Levy Insurance Agency
17 Bishop Hollow Road Suite B
Newtown Square, PA 19073
610-325-2242
Staff of 5
NStar

Customized Insurance Best Practice Procedural Manual Program - Remote

The templates were so easy to use. It was not hard to do.”
Kathy Dougherty

Crayton Kale
IFS Insurance
P. O. Box 112
Lincolnton, NC 28093
704-732-4646
Staff of 3
DORIS

Customized Insurance Best Practice Procedural Manual Program - Remote

“I have a real good sense of security now. I wonder how I got along without the procedures for so long in my business. When I look at the amount of money I spent, it is nothing in comparison to what I have gained through the procedural process. The money was not a big thing at all. I went on vacation recently, and when I returned I really felt the business ran smoothly. Now, I am really excited about maintenance and can see my saving 10 to 15 hours per week by the end of the year.”
Crayton Kale

Brent Norris
Stewart Ltd. Insurance Management
P. O. Box 1019
Raymond, NH 03077
603-895-2200
Staff of 7
DocStar and Easy Apps Pro

Customized Insurance Best Practice Procedural Manual Program - Remote

“It was necessary because everyone had their own way of doing it. We now have some place to get the answers so everyone does everything the same way. It has been real positive.”
Brent Norris

Robynne Olson
Eric Olson
Olson, Inc.
1835 Forest Office Park, Suite D
Annapolis, MD 21401
410-626-1600
Staff of 5
DORIS

Customized Insurance Best Practice Procedural Manual Program - Remote

"When we first started talking I had mentioned I came from a different background. This process enlightened me to all of the procedures that should be in an agency that were not in ours - to know why and how things were done - where our exposures were - which made me a better manager."
Robynne Olson

"Everybody was pretty much winging it in whatever they needed to do the task. It was driving me crazy. I think it has been wonderful. We are going to hold their feet to the fire in all areas. I think it has been great! Also, this process will be especially great for new staff."
Eric Olson

Eric Lundberg
Terri Prins
GKS Insurance
Lakewood, CO
719-539-0144 X201 Eric
303-988-1234 Terri
Staff of 17
EBIX

Customized Insurance Best Practice Procedural Manual Program - Remote

"We have three offices in separate locations. Everyone worked as a team. Procedures were documented step-by-step making sure everyone was on the same page. Everyone took pride in his/her own areas. With Grace's support and direction our agency was able to complete the manual in 14 weeks. Grace's input and guidance through the process was invaluable!"
Terri Prins


"Going through the procedural process is potential E & O protection for E&O claims. Overall, the smoothness that we are going to see after the process will be noticeable - we will have continuity between the three offices. We were also able to establish a marketing program to increase production."
Eric Lundberg

Dulcie Ariail
Advantage Insurers
P. O. Box 308
Cornelia, GA 30531
706-778-1001 X1105
Staff of 7
Agents' Choice

Customized Insurance Best Practice Procedural Manual Program - Remote

"The great thing about it is that it is working! It is already working for us! We are a different agency than we were 6 months ago! We are far more organized, more consistent, and using the management system to a fuller extent. We have uniformity between offices and are able to take somebody from one office to another office and they can be effective. The thing that is invaluable is that we are doing even greater things because as a group of people they have worked as a team successfully. If I want to take on another task, they are ready! I can see me using this team for a lot of different tasks.
We are better equipped to handle a catastrophe. We already have consistency between the offices. We are way down the road from the competition in being able to respond to a catastrophe. It seemed like a lot of money at first but it is invaluable! Whatever we do will be better because we have grown through this project!"
Dulcie Ariail

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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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