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CONSIDER OUTSIDE HELP TODAY! by Grace Bauer An outside facilitator can help you to run processes much quicker. They ...
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DOCUMENT EVERYTHING! by Grace Bauer Document every phone call, visit, and staff conversation - to, from, or about an insured or otherwise pertaining to a particular account. Whether ...
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DOCUMENTING PROCEDURES CONCERN EMPLOYEES by Grace Bauer Like it or not, no one can deny the benefits of proper documentation in areas of employee responsibilities, human resources issues, c...
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DON'T FORGET THE AUDITING PROCESS by Grace Bauer Are your employees still doing things the same way? Is the agency still ...
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KEEP CONTROL OF THE AGENCY UNDER CONTROL by Grace Bauer In these times, agency principals and owners are working lean. It's difficult to find good help, and agency numbers force com...
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LETS TALK ABOUT AGENCY PROCEDURES AGAIN by Grace Bauer We all have similar agency management concerns. Grace Bauer reminds you why we develop procedures and why we need to keep ...
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NO EXCEPTIONS by Grace Bauer 'Harm me once, shame on you. Harm me twice, shame on me.' In other words, we should learn from our mistakes. Better still, learn before you ever make...
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PERSONAL LINES RECORDS INCREASE REVENUE! by Grace Bauer People don't pay much attention to Personal Lines when it comes to account rounding, the yearly renewal review, and new busin...
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YOU CAN SAVE TIME AND HAVE A LIFE by Grace Bauer Time: We don't have enough of it, do we? Are you still working those long hours? Intellectually, we may realize that life is too short, ...
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SECURE CONSISTENCY! PROTECT YOUR AGENCY! by Grace Bauer A year has passed since I began talking full-time to agencies nationwide. I found the main concern of 99.9% of the agencies to b...