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grace bauer
Articles tagged with grace bauer
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TIME FOR E&O ISSUES AND RECOMMENDATIONS by Grace Bauer Although most agencies seldom have an E&O claim, practically every agency procedure from thank-you notes to meetings can hav...
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TIME FOR THE YEARLY ACCOUNT REVIEW AGAIN by Grace Bauer It's about time to discuss the yearly account review process again. As we all know, most agencies have difficulty performing the year...
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TIME OFF: THE GUILT TRIP by Grace Bauer What happens in your agency when an employee calls in sick? As with any other event, if you have a plan in place youll be able to ...
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TRACK RENEWAL WORKFLOW by Grace Bauer Even in the most efficiently managed agencies, there are times when one hand really doesnt know what the other is doing. In this documen...
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TRANSFORM YOUR AGENCY WITH THE TEAM CONCEPT by Grace Bauer We really don't hear very much about the team concept in agencies today. The only time the concept mentioned is in the con...
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TRUST YOUR EMPLOYEES AND INCREASE REVENUE! by Grace Bauer Are you still trying to find more time to sell? Every agency principal asks the same question: 'When am I going to have more time ...
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WHAT ABOUT THE YEARLY ACCOUNT REVIEW? by Grace Bauer Have you ever thought about completing a yearly account review of your insureds in Commercial and Personal lines? You might be thinking,...
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WHY ACCOUNTING PROCEDURES? by Grace Bauer Its time to start thinking about the importance of the accounting department. Accounting plays a critical role in running your ...
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WHY PROCEDURES? by Grace Bauer I often hear, 'Why does our agency need procedures? We've been in business this long without them.' If you can answer 'yes' to any of the followin...
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WORK IN PEACE, INCREASE EFFICIENCY by Grace Bauer Are you getting tons of interruptions every day? Are you questioning why employees are coming to you when you know that the...