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ARE YOUR CSRsSELLING MORE YET? by Grace Bauer Are you maximizing your agencys ability to touch your clients? In this article Grace Bauer offers guidelines t...
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THE ABCS OF E&O by Grace Bauer These dos and donts can be all too easy to overlook. Every agency is concerned about protecting itself against E&O claims. This list of E&O...
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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...
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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...
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PERPETUATION: IS YOUR AGENCY PREPARED? by Grace Bauer ...
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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...
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IMPROVING AGENCY MORALE: ARE YOUR EMPLOYEES TRULY HAPPY? by Grace Bauer Are your employees truly happy? If you answered 'yes,' think again! After working in various positions from secre...
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DOCUMENT YOUR ACCOUNTING PROCEDURES - Grace Bauer
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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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THAT PERSONAL TOUCH by Grace Bauer Are you still sending those personal thank-you notes to your insureds throughout the year? How about the initial claim letter expressing your concern an...