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: $0.00
Most agencies do not have commercial and personal line new business and renewal workflow checklists set for the agency to follow. This, of course, includes workflow steps, timelines, responsibilities, procedures, and activities. By utilizing the handouts, checklists, and PowerPoint Presentation provided, your agency will be able to develop its own clear and easy to follow checklists to prevent E & O.