Agency Tools
* Developing Your Most Valuable Asset - The CSR
* Agency Business Planning Guide
* Work Flow Procedures in an Automated Agency
* Agency Operations Manual & Employee Handbook
* Securing a Company Appointment
* Employee Bonus Plan
* Agency Business Planning Guide
* Work Flow Procedures in an Automated Agency
* Agency Operations Manual & Employee Handbook
* Securing a Company Appointment
* Employee Bonus Plan
All agency tools offered by Fries & Fries Consulting are saved in Microsoft Word/Excel and delivered to you as a Microsoft Office document directly to your email inbox. If you choose to print your edited version, you certainly can. If you choose to store it on a network drive for access to all employees, even better. Everything is in Microsoft Word/Excel so you don’t need to learn one more thing to use our system. Just start customizing our draft for your own operation. Simple, fast and effective!
DEVELOPING YOUR MOST VALUABLE ASSET - The Complete CSR $179.95
Customer Service Reps are critical to an agency's success. Documenting the CSR's job responsibilities gives them clarity and improves agency performance, not to mention the positive E&O effects. Have you ever completed an E&O application asking if you have a training manual?
But who wants to start from scratch to create a complete CSR manual? Your CSR is busy handling the work and won’t have time to write complete procedures. Our complete CSR manual takes the pain out of writing the manual and gives you what is essentially your “first draft.” It enables you to create your own CSR manual from our template in Microsoft Word. The CSR Manual also comes with six (6) Excel spread sheets to work with the manual. Here's what you get:
Click here to view a sample of 'The Complete CSR' Manual
But who wants to start from scratch to create a complete CSR manual? Your CSR is busy handling the work and won’t have time to write complete procedures. Our complete CSR manual takes the pain out of writing the manual and gives you what is essentially your “first draft.” It enables you to create your own CSR manual from our template in Microsoft Word. The CSR Manual also comes with six (6) Excel spread sheets to work with the manual. Here's what you get:
- The CSR Manual, 98 Pages
- Training Matrix
- Personal Lines Checklist
- Commercial Lines Checklist
- Small Commercial Checklist
- Quote Report
- Referral Report
Click here to view a sample of 'The Complete CSR' Manual
Pay online with PayPal or print the order form to mail us your check.
Implementing your business plan is painful enough. Don't make writing your plan strenuous too! This product enables you to create your own agency business plan from our template in Microsoft Word. This planning guide addresses:
• Creating Your Mission Statement
• Strategies for Personal Lines Division
• Commercial Lines Concerns
• Life, Employee Benefits and Financial Services Needs
• Administrative and Financial Management Plans
• Address Your Automation Needs
• Professional Agency Imaging
• Addressing Perpetuation/Merger/Acquisition
All agency tools are delivered via fast email delivery. There are no shipping charges.
Click here to view a sample of the Agency Business Planning Guide
• Creating Your Mission Statement
• Strategies for Personal Lines Division
• Commercial Lines Concerns
• Life, Employee Benefits and Financial Services Needs
• Administrative and Financial Management Plans
• Address Your Automation Needs
• Professional Agency Imaging
• Addressing Perpetuation/Merger/Acquisition
All agency tools are delivered via fast email delivery. There are no shipping charges.
Click here to view a sample of the Agency Business Planning Guide
Pay online with PayPal or print the order form to mail us your check.
Have you ever tried to write an agency workflow procedures manual? It’s a daunting task. Do you want consistency in your agency? Do you want to have standard procedures that you can use to train new employees? Fries & Fries Consulting has taken a lot of the pain out of writing the manual. Our template enables you to create your own agency procedures manual in Microsoft Word. You access our manual and you have your “first draft.” Just start editing.
Workflow Procedures in an Automated Agency addresses the following processes for BOTH Personal Lines and Commercial Lines:
• Quoting
• New Business
• Endorsements
• Renewals
• Binder Billing
• Cancellations
• Claims
• Audits
All agency tools are delivered via fast email delivery. Pay no shipping charges.
Click here to view a sample of the 'Workflow Procedures' manual
Workflow Procedures in an Automated Agency addresses the following processes for BOTH Personal Lines and Commercial Lines:
• Quoting
• New Business
• Endorsements
• Renewals
• Binder Billing
• Cancellations
• Claims
• Audits
All agency tools are delivered via fast email delivery. Pay no shipping charges.
Click here to view a sample of the 'Workflow Procedures' manual
Pay online with PayPal or print the order form to mail us your check.
THE AGENCY OPERATIONS MANUAL & EMPLOYEE HANDBOOK $99.95
Have you tried to put together a complete and comprehensive Operations Manual and Employee Handbook and gotten nowhere? Are employees uncertain as to what is expected of them? Does every employee have a job description? Are you stumped when you have to review an employee? Fries & Fries Consulting has taken the guesswork out of it. Our guide will allow you to manage your agency and provide the employees with written rules and regulations and much, much more. The manual is delivered in Microsoft Word for easy editing.
The Agency Operations Manual & Employee Handbook provides you with a step by step approach to:
• Employee Rules & Regulations
• Hiring and Termination Practices
• Performance Reviews
• Salary Administration
• Detailed Job Descriptions
• Sample Salary Ranges...and much more!
All agency tools are delivered via fast email delivery. There are no shipping charges.
Click here to view a sample of the 'Agency operations & Employee Handbook'
The Agency Operations Manual & Employee Handbook provides you with a step by step approach to:
• Employee Rules & Regulations
• Hiring and Termination Practices
• Performance Reviews
• Salary Administration
• Detailed Job Descriptions
• Sample Salary Ranges...and much more!
All agency tools are delivered via fast email delivery. There are no shipping charges.
Click here to view a sample of the 'Agency operations & Employee Handbook'
Pay online with PayPal or print the order form to mail us your check.
SECURING A COMPANY APPOINTMENT $89.95
Do you want to increase your odds of securing the company appointment you need to grow and prosper? Are you tired of being rejected when you approach a new carrier? Do you want to project an image of a truly professional agency to the prospective carrier? I’ve outlined the steps my agency took to secure 10 company appointments. This product takes the guess work out of creating and presenting your case to the company and is delivered in Microsoft Word for easy editing.
The Securing A Company Appointment Manual Provides you with a step by step approach to:
• Analyze Your Agency's Needs
• Analyze the Company's Needs and Future Direction
• Prepare the Presentation to Attract the Company You Need
• IMAGE - Make Your Agency Look Like the One the Company Wants to Appoint
• Finalize the Contract Between Your Agency and the Company
All agency tools are delivered via fast email delivery. Pay no shipping charges.
Click here to view a sample of the 'Securing a Company Appointment' Manual
The Securing A Company Appointment Manual Provides you with a step by step approach to:
• Analyze Your Agency's Needs
• Analyze the Company's Needs and Future Direction
• Prepare the Presentation to Attract the Company You Need
• IMAGE - Make Your Agency Look Like the One the Company Wants to Appoint
• Finalize the Contract Between Your Agency and the Company
All agency tools are delivered via fast email delivery. Pay no shipping charges.
Click here to view a sample of the 'Securing a Company Appointment' Manual
Pay online with PayPal or print the order form to mail us your check.
EMPLOYEE BONUS PLAN $39.00
If an employee bonus plan is not tied to salary or job standards employers could end up paying bonuses to employees to do the job they were hired to do in the first place. Fries & Fries Consulting’s employee incentive bonus plan will:
· Create a financial reward program for all employees based on agency growth
· Create an incentive bonus program that is fair for all employees
· Create an incentive bonus program that is fair to ownership.
All agency tools are delivered via fast email delivery. Pay no shipping charges.
· Create a financial reward program for all employees based on agency growth
· Create an incentive bonus program that is fair for all employees
· Create an incentive bonus program that is fair to ownership.
All agency tools are delivered via fast email delivery. Pay no shipping charges.
Pay online with PayPal or print the order form to mail us your check.
Fries & Fries Consulting • P.O. Box 53 • Estero, FL 33929
phone (239) 290-2345 • e-mail dfries@jackfries.com
phone (239) 290-2345 • e-mail dfries@jackfries.com