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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Helpful Worksheets

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Account Rounding Worksheets

Account Rounding Worksheets

The Account Rounding Worksheets includes a checklist, handout, worksheet, sale sheets, account program, and quoting info.
$150.00
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 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
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
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
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

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