BACKLOG! ARE YOU KEEPING UP? by Grace Bauer Does your office have a serious backlog problem? If you answered 'no' to this question, think again! Most of the offices I talk to every...

DEVELOPING A PERSONNEL PLAN by Carol Hammes Many insurance agency managers will be in a position to hire at least one new em...

E&O ISSUES AND RECOMMENDATIONS by Grace Bauer We get so caught up in our daily crises and day-to-day workloads that we often don't have the time to take a good look at how our agency is ha...

E&O: 15 ISSUES AND RECOMMENDATIONS by Grace Bauer How can you protect your agency against E&O claims? In working with agencies throughout the United States during the past 11 years,...

Professional Agency Reviews invariably reveal backlog in most of the profit centers (Personal Lines, Commercial Lines, etc.). There’s no way to do regular account reviews for Personal Lines and small Commercial Lines, because the CSR 'doesn’t have time.' In this document, Jack Fries tells you how to motivate people to eliminate backlog and provide customers with the service that they deserve.

HIRING THE RIGHT PRODUCER ...

MAKE YOUR AGENCY RUN ON ITS OWN by Grace Bauer In this document, Grace Bauer highlights agency management issues that needed to be checked, and reminds you to make these checks at monthly mee...

MAKE YOUR AGENCY RUN ON ITS OWN by Grace Bauer In this document, Grace Bauer highlights agency management issues that needed to be checked, and reminds you to make these checks at monthly mee...

REDUCE THOSE INTERRUPTIONS by Grace Bauer Find that time you so desperately want each day to work on an important project or to keep up with backlog. Its right in front of you...

RELIEVE THE LIFE OF A CSR by Grace Bauer 'If it aint broke, dont fix it.' Grace Bauer would probably tell you that this is the wrong approach to take with your staff. In this docum...