Fill-In-The-Blank Procedural Templates
Remote and On-Site Customized Services

Increase Productivity with the Productivity Review
Secure Consistency and Improve Workflows with Employee Involvement
Save Time on Training Detailing Agency and Automation Steps
Prevent E & O Reviewing Critical E & O Issues and Recommendations
Increase Morale with Completion of the "You Are The Experts' Form"
Secure Peace of Mind Developing New Business and Renewal Workflow Steps
Increase Revenue with the Development of Sales Accountability Sheets
Increase Efficiency Eliminating Steps and Redundancy in Procedures
Establish a Peaceful Office and Bring Employee Issues to the Forefront
Set a Productive Work Environment and Open Communication

We thoroughly review how procedures are being done now, document the Best Practices, implement all procedures, process a final review, provide a maintenance program to keep procedures up-to-date, and establish an auditing system to make sure employees are following procedures set within the agency.

Secure Consistency
“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 - Thune Insurance Network Inc.
Thief River Falls, MN
Staff of 16 – AMS360

Increase Revenue
“By having procedures, we have better insured clients and make more money.”
Veronica Della Porta - The Della Porta Group
Jacksonville, FL
Staff of 11 - AFW

Increase Efficiency
"The procedural process is a time saver, you learn to do things a quicker way, a more efficient way.”
Allison Hill - Mark V. Williamson
Little Rock, AR
Staff of 11 - AFW

Improve Workflows
“Our biggest benefit at this point is communication. Working with Alan and yourself through this procedural process has opened our eyes especially within workflows. We had some areas we needed to review as far as how things were being done and when they were done. We were able to identify problems and make sure everyone was on the same page.”
Bill Farris – Farris Agency Inc.
Conway, AR
Staff of 9 – AFW On Line

Save Time in Training, Coverage and Backup
"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 - Valley Oaks Insurance
Roseville, CA
Staff of 25 - Applied

Establish Accountability
"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 – Insurance Services
Hannibal, MO
Staff of 20 - Applied

Prevent Errors and Omissions
"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 – Olson, Inc.
Annapolis, MD
Staff of 5 - DORIS

Attain Peace of Mind
“Your involvement in our process of finally getting our Agency Procedures Manual completed was critical. We had been trying for several years to get this completed. Your outline and game plan made it very do-able.”
Jeff Johnson – Embry & Company
Kansas City, MO
Staff of 31 - Applied