The Grace Bauer Group

Celebrating 31 Years in Business

Helping Over 2,000 Agencies Be Successful

(239) 246-8856

gbauer@gracebauer.com

The Grace Bauer Group Inc.

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GBAUER@GRACEBAUER.COM

Webinars and Helpful Worksheets

All Webinars and Helpful Worksheets include Consultation with Grace if necessary.

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Webinars

Account Rounding

Account rounding is, of course, asking for the additional business, knowing what questions to ask, finding the time, and making sure it is happening within the agency. By utilizing the Handouts, Checklists, PowerPoint Presentation, and Recording provided for future reference, your agency will be able to set up a successful account rounding program to increase sales.

$150 | Add To Cart


Agency Concerns – Increase Customer Service, Morale, Security, and the Bottom Line – Prevent E & O

Discuss and review areas to increase customer service, morale, security, and the bottom line as well as prevent E & O. Review E & O Issues, Recommendations, and Best Practices. By utilizing the Handouts, Checklists, PowerPoint Presentation, and Recording provided for future reference, your agency will be able to organize and implement cri tical areas for the success of your agency.

$150 | Add To Cart


Are Employees Really Accountable

So, what do you think? Are your employees really accountable? Is work getting done? Is work being performed efficiently? Do you know what is on each employee’s desk? Do you have systems in place to increase accountability? Again, are you making employees accountable to make sure agency goals are met throughout the year? By utilizing the Handouts, Checklists, PowerPoint Presentation, and Recording provided for future reference, your agency will be able to set up a system in place to make employees accountable for their work every day.

$150 | Add To Cart


Auditing and Self-Auditing

Auditing or self-auditing is critical to the success of an agency. Employees need to be audited to make sure all written procedures are being followed to prevent E & O. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to audit or perform self-auditing to secure consistency and prevent E & O.

$250 | Add To Cart


Backlog

Backlog is unfinished work on an employee’s desk. By utilizing the Handouts, Checklists, PowerPoint Presentation, Recording provided, and Detailed Instructions on how to track, manage, and keep Backlog up-to-date, your agency will be able to prevent E & O and secure peace of mind.

$95 | Add To Cart


Cannot Get Work Done!

So, what do YOU want to do? So many of us know what we need to do but when we ask ourselves, “Do we want to change to get more work done,” the answer is “No.” Review over 50 areas to help YOU get work done and then review what YOU really want to do to make sure you get your work done each day. By utilizing the handouts, checklists, and PowerPoint Presentation provided, YOU WILL BE ABLE TO GET WORK DONE EACH DAY. This is an interactive webinar. To receive the best results, recommend each Account Manager/CSR has his/her own connection and be at his/her own work desk.

$95 | Add To Cart


Catastrophe Planning

Is your agency prepared in the event of a catastrophe? Do you know what to do before, during, and after a catastrophe? Come join this webinar and GET PREPARED NOW! By utilizing the Handouts, Checklists, and PowerPoint Presentation, and Recording provided for future reference, your agency WILL BE PREPARED IN THE EVENT OF A CATASTROPHE!

$150 | Add To Cart


Custom/Special

From time to time custom/special webinars will be held on various subjects related to the needs of agencies. This tab will be referenced and utilized to register for these webinars.

$50 | Add To Cart


Developing Procedures

Receive detailed instructions on how to develop procedures for your agency to secure consistency, prevent E & O, save training time, and increase efficiencies. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to develop procedures for your agency.

$150 | Add To Cart


Is Your Agency as Efficient as it Could be?

This is a comprehensive agency teleconference to review ways to save time, reduce your E & O exposure, increase customer service, assist with employee morale, and increase your bottom line RIGHT NOW. I hear now at least two to three agencies per week going through E & O’s, and, of course, everyone is overwhelmed just trying to maintain business and sell. We need to SAVE TIME AND PROTECT AGAINST AN E & O RIGHT NOW. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will save time, reduce E & O exposure, increase customer service, assist with employee morale, and increase the bottom line RIGHT NOW.

$150 | Add To Cart


Insurance Agencies – Helping – Insurance Agencies

Find out what is happening in other agencies just like you. Prior to the agency teleconference, submit to me two questions you would like to ask other agencies throughout the United States. This is a round table discussion with other agencies to discuss issues of concern to your agency in these times and discuss ways to overcome these issues. Everyone will be on first name basis only.

$25 | Add To Cart


The 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? Come join this class and learn what to review, track, control, and adjust as necessary in your agency to make sure your agency experiences continued success!

$95 | Add To Cart


New Business and Renewal Workflow Checklists

Most agencies do not have commercial and personal line new business and renewal workflow checklists set for the agency to follow. This, of course, includes workflow steps, timelines, responsibilities, procedures, and activities. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to develop its own clear and easy to follow checklists to prevent E & O.

$150 | Add To Cart


Organize My Day

This is a very simple, easy, and interactive webinar to help you to organize your day and take a look at other areas that might help you to save time in your day. By utilizing the handouts, checklists, and PowerPoint Presentation provided, you WILL be able to organize your day and feel better.

$95 | Add To Cart


Overwhelmed? No Worries! Follow the Plan!

Every agency I visit Account Managers/CSR’s are just too overwhelmed and cannot get everything done in the day. By utilizing the handouts, checklists, and PowerPoint Presentation provided, you WILL be able to prioritize work, organize, and get that extra time in your day. This is an interactive webinar. To receive the best results, recommend each CSR has its own connection and at its own work desk.

$95 | Add To Cart


Overwhelmed – Management! It's Driving Me Crazy! How Can I Get Everything Done?

This webinar includes finding out what you really do in a day, what you can delegate out, and to who, organizing your day, focusing on critical areas, and learning to get that extra time in your day. By utilizing the handouts, checklists, and PowerPoint Presentation provided, YOU will be able to FEEL STRESS-FREE! “YES, IT CAN BE DONE!!”

$95 | Add To Cart


Producer Accountability Review

Oh my goodness, in these times, more than ever, producers need help or, should I say, management needs help to motivate and instill accountability in the production side of the agency. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to know what is really going on in the minds of the producers, determine closing ratios, set goals, track progress, review time management, and know the importance of having consistent meetings and tracking success through accountability sheets. HELP THE BOTTOM LINE!! WE NEED TO DO IT NOW!!

$150 | Add To Cart


Productivity Review

Do you really know how productive your employees are and if your agency is working to its potential? Receive the tools to find out right now! By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to check the productivity of the staff in your agency.

$150 | Add To Cart


Reviewing Procedures

So, are you still working on your procedures? Most agencies are these days. Come join us one week or each week and force your agency to review five procedures. It just seems like we all need accountability or it just does not get done. There are about 70 property and casualty procedures in total. Receive the actual templates and start to review the actual procedures as well as E & O Issues and Recommendations for each procedure. Remember the benefits are, of course, consistency and E & O prevention in these times, efficiencies, and the bottom line.

$95 | Add To Cart


Sales and Marketing

What are YOU doing to bring in more business? What is your AGENCY doing to bring in more business? Do you have a Marketing Plan? Do you know what is on your Producers’ minds? Do your Producers really want to sell? Do they really want to make more money? Are you having regular sales meetings? Are you making Producers accountable? These are all areas we will be discussing in this webinar. Your numbers can go up! Your agency WILL be more successful! Develop a plan and make sure your agency is more successful in Sales and Marketing!

$150 | Add To Cart



Helpful Worksheets

Account Rounding

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

$125 | Add To Cart


Auditing and Self-Auditing

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

$200 | Add To Cart


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. By utilizing the Handouts, Checklists, PowerPoint Presentation, Recording provided, and Detailed Instructions on how to track, manage, and keep Backlog up-to-date, your agency will be able to prevent E & O and secure peace of mind.

$95 | Add To Cart


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.

$75 | Add To Cart


Efficiency Worksheet

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.

$75 | Add To Cart


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.

$175 | Add To Cart


E & O Issues, Efficiencies, Recommendations, and Best Practice Worksheets

Receive a very comprehensive listing of E & O Issues, Efficiencies, Recommendations, and Best Practices for the almost 109 commercial lines, personal lines, and life-health-employee benefits customized fill-in-the-blank procedural templates that Grace has accumulated over the last 32 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.

$500 | Add To Cart


Find Me Time NOW Worksheets

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

$75 | Add To Cart


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.

$125 | Add To Cart


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.

$50 | Add To Cart


New Business and Renewal Workflow Checklist

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

$150 | Add To Cart


Renewal Review Checklist

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!

$50 | Add To Cart


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.

$75 | Add To Cart


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.

$250 | Add To Cart


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 109 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.

$95 | Add To Cart