CUSTOMIZED INSURANCE PROCEDURAL MANUAL PROGRAM
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Involve All Employees – Establish Ownership and Buy-In – Secure Consistency
Review E & O Issues, Recommendations, and Best Practices – Prevent Errors and Omissions
Review and Utilize the Agency Management System to a Fuller Extent – Increase Efficiencies
Review How Procedures are Being Done Now – Streamline Processes – Increase Productivity
Prepare Agency for Transition to New Agency Management System – Reduce Stress – Save Time
Review Customer Service Issues – Increase Customer Satisfaction
Get Employees Working Together to Resolve Issues – Increase Morale
Include Detailed Agency and Automation Steps – Save Time in Coverage, Backup, and Training
Review Employee Responsibilities – Streamline Workflow
Implement an Auditing System – Establish Accountability
Set a Maintenance Program – Keep Procedures Up-to-Date – Attain Peace of Mind
Fill-In-The-Blank Procedural Templates
The fill-in-the-blank procedural templates include 114 documents along with E & O Issues and Recommendations to include, accounting, commercial lines, personal lines, and life-health-employee benefits.
Remote Customized Service
This is a remote service, of course, where procedures are thoroughly reviewed, documented, and implemented within a three to four month period. This program includes a one year maintenance program to keep procedures up-to-date and an auditing system to establish accountability in making sure all procedures are followed within the agency.
On-Site Customized Service
This on-site customized service helps the agency complete procedures within a one-week period. This program includes a one year maintenance program to keep procedures up-to-date and an auditing system to establish accountability in making sure all procedures are followed within the agency.
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COMPREHENSIVE AGENCY OPERATIONS REVIEW
Employee Productivity Review
Most agency principals are concerned about what is truly happening inside the agency and how productive the employees really are day-to-day. This program evaluates the performance of employees and gives you a true picture of what is happening so goals can be set to increase productivity. This program also helps in increasing morale and reducing employee stress since all issues are dealt with and resolved among employees.
Employee Efficiency Program
This program includes how employees can organize their day, manage backlog, work with daily reminders, and reviewing time-saving techniques. Many employees are too overwhelmed with rewriting, re-quoting, and just dealing with the economy. Again, this program will help to reduce stress and make sure critical work is being done by the end of the day.
Review of All Procedures
This is a review of all current procedures noting outstanding major and sub-areas as well as E & O Issues and Recommendations.
E & O Issues and Recommendations Only
These days I get at least two to three agencies per week that tell me about an E & O or a possible E & O they may be handling within the agency. This program has been put together to review procedures and review all E & O Issues and Recommendations I have accumulated over the last 22 years in business.
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SALES/MARKETING
Marketing Plan
The Marketing Plan is getting a lot more popular! In the past it seems like this plan was never even brought up or put together in agencies. Now everyone is concerned about establishing a Marketing Plan in writing and making sure producers and the staff are all accountable. Develop a Marketing Plan, set goals, establish accountability, and increase your bottom line RIGHT NOW.
Account Rounding Program
Again, account rounding is on all agency principal’s minds. Review, implement, and create accountability in developing an Account Rounding Program today. Increase your numbers by working with the customers you already have in the agency.
Producer Accountability Program
Assess agency producer goals and successes. Make sure producers are accountable! Develop a Producer Accountability Program and make sure revenues are going up!
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OTHER SERVICES
Maintenance Program
This program was developed to keep procedures up-to-date, attain employee consistency, and establish accountability practices through the auditing program. This program also includes free access into all webinars offered throughout the year.
Webinars
Webinars are held throughout the year on such subjects as Backlog, Increasing Efficiencies, Increasing Morale, Auditing, etc. See the “Webinars” tab above.
Agency and Employment Opportunities
This program which can be accessed under the “Agency and Employment Opportunities” tab above was developed about two years’ ago. I kept having people ask me if I knew of anyone to hire for their agencies. It was such a constant question all the time that I thought it might be a good idea to start an e-mail blast each month noting people looking for work and agencies looking to hire. The list kept growing, and now I have even included agencies looking to buy and sell. This is a free service.
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