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

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ACCOUNT ROUNDING

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.
$150.00
Account Rounding Worksheets

Account Rounding Worksheets

The Account Rounding Worksheets includes a checklist, handout, worksheet, sale sheets, account program, and quoting info.
$150.00
AGENCY CONCERNS – INCREASE CUSTOMER SERVICE, MORALE, SECURITY, AND THE BOTTOM LINE – PREVENT E & O

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.
$150.00
ARE EMPLOYEES REALLY ACCOUNTABLE?

ARE EMPLOYEES REALLY ACCOUNTABLE?

So, what do you think? Are your employees really accountable? Is work getting done? Do you know what is on each employee’s desk? Do you have systems in place to increase accountability?
$150.00
AUDITING AND SELF-AUDITING

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.
$0.00
Auditing and Self-Auditing Worksheets

Auditing and Self-Auditing Worksheets

The Audit Worksheet Program Package includes info on audit process, best practices templates, grading system, reprimand process, and audit scheduling.
$250.00
BACKLOG

BACKLOG

Backlog is unfinished work on an employee’s desk to include paper, suspense, phone messages, e-mails, and downloads.
$95.00
Backlog Report

Backlog Report

Receive a VERY SIMPLE way to track employee backlog on a regular basis by completing the report. Find out what unfinished work is on an employee’s desk. We can run reports for some jobs but not everything.
$95.00
CANNOT GET YOUR WORK DONE! WHAT DO YOU WANT TO DO?

CANNOT GET YOUR WORK DONE! WHAT DO YOU WANT TO DO?

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.”
$95.00
Catastrophe Checklist

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.
$60.00
CATASTROPHE PLANNING

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!
$150.00
CUSTOM/SPECIAL

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.
$0.00
DEVELOPING PROCEDURES

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.
$0.00
Efficiency/E & O/ Customer Service/Morale/Sales/Security/Auditing/Happening Now Worksheets

Efficiency/E & O/ Customer Service/Morale/Sales/Security/Auditing/Happening Now Worksheets

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.
$75.00
Employee Productivity Review Worksheet

Employee Productivity Review Worksheet

Determine how productive your staff really is! Receive the Employee Productivity Review Worksheet with instructions on how to review the staff taking into account areas missed when evaluating productivity.
$175.00
E & O Issues, Recommendations, and Best Practices

E & O Issues, Recommendations, and Best Practices

Receive a comprehensive listing of E & O Issues, Recommendations, and Best Practices for the almost 101 commercial lines, personal lines, and life-health-employee benefits fill-in-the-blank templates.
$500.00
“Find Me Time Now” Worksheet

“Find Me Time Now” Worksheet

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.
$75.00
INSURANCE AGENCIES – HELPING – INSURANCE AGENCIES

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.
$0.00
IS YOUR AGENCY AS EFFICIENT AS IT COULD BE?

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.
$0.00
Job Descriptions

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.
$150.00
Management Checklist

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?
$40.00
NEW BUSINESS AND RENEWAL WORKFLOW CHECKLISTS

NEW BUSINESS AND RENEWAL WORKFLOW CHECKLISTS

Most agencies do not have commercial and personal line new business and renewal workflow checklists set to follow. This includes workflow steps, timelines, responsibilities, procedures, and activities.
$0.00
New Business and Renewal Workflow Checklists

New Business and Renewal Workflow Checklists

The New Business and Renewal Workflow Checklists includes bonds, commercial lines, crop, life/health/employee benefits, and personal lines.
$150.00
ORGANIZE MY DAY

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.
$0.00
OVERWHELMED – MANAGEMENT! IT’S DRIVING ME CRAZY! HOW CAN I GET EVERYTHING DONE?

OVERWHELMED – MANAGEMENT! IT’S DRIVING ME CRAZY! HOW CAN I GET EVERYTHING DONE?

What do you really do in a day? What can you delegate? Organize your day, focus on critical areas, and learn to get that extra time in your day!
$0.00
OVERWHELMED? NO WORRIES! FOLLOW THE PLAN! (CSR’s)

OVERWHELMED? NO WORRIES! FOLLOW THE PLAN! (CSR’s)

Every agency I visit Account Managers/CSR’s are just too overwhelmed and cannot get everything done in the day.
$0.00
PRODUCER ACCOUNTABILITY REVIEW

PRODUCER ACCOUNTABILITY REVIEW

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.
$0.00
PRODUCTIVITY REVIEW

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!
$0.00
Renewal Review Checklist - Sample

Renewal Review Checklist - Sample

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.
$35.00
REVIEWING PROCEDURES

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.
$0.00
Sales Accountability Sheets

Sales Accountability Sheets

A combination of sales sheets to assist in reviewing compensation, determining closing ratios, setting goals, and utilizing activities within the management system.
$75.00
SALES AND MARKETING

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 your Producers want to sell?
$0.00
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$0.50
The Detailed Outline

The 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?
$250.00
The General Outline

The 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.
$95.00
THE MANAGEMENT CHECKLIST

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?
$0.00
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