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.

Phone Icon (239) 246-8856

GBAUER@GRACEBAUER.COM

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Account Rounding Worksheets

SKU: $150.00
The Account Rounding Worksheets include:

Account Round Checklist
Account Rounding – Handout
Account Rounding Worksheet
Commercial Lines – Sales Accountability Sheet
New Business – Yearly Account Reviews – Account Rounding Program
Personal Lines – Sales Accountability Sheet
Questions to Quote or Schedule a Quote

One Hour Phone Call Meeting with Grace to Review Documents and Further Questions as Necessary