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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New Business and Renewal Workflow Checklists

SKU: $150.00
The New Business and Renewal Workflow Checklists include:
New Business Workflow Checklist - Bonds
New Business Workflow Checklist – Commercial Lines
New Business Workflow Checklist - Crop
New Business Workflow Checklist – Life/Health/Employee Benefits
New Business Workflow Checklist – Personal Lines

Renewal Workflow Checklist - Bonds
Renewal Workflow Checklist – Commercial Lines
Renewal Workflow Checklist - Crop
Renewal Workflow Checklist – Life/Health/Employee Benefits
Renewal Workflow Checklist – Personal Lines

Within each checklist noted above are recommended guidelines for:
Major Workflow Steps
Timelines
Responsibilities
Referenced Named Procedure
Sample Notes/Activities/Attachments/E-Docs

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