»Professional
Agency Tune-up (PAT) The PAT consultation analyzes an agency's strengths
and weaknesses in specific areas or provides a broad evaluation
of the agency's overall operations, management, staffing and workflow.
The PAT provides an action plan of items that are necessary to future
success along with the "how to" and free phone follow up for one
year.
Fee: Varies
depending upon number of agency employees and type of training
provided.
»Imaging,
Electronic Filing and Communications
Listen to Jack describe ProImage Listen
to Jack talk about cost savings We will teach you
how to convert to an electronic filing system that will speed up
customer service giving you an advantage over your competitors,
and adding to your bottom line. ProImage gives the CSR the ability
to do virtually everything from their desk, with little or no interruptions.
This ability will save the average CSR over 2 hours per day. ProImage
allows the CSR to use their knowledge to actually help people invest
in the coverages they need - which certainly focuses more on customer
need than processing paper.Learn
more about ProImage Fee: Varies depending upon number of agency employees
and type of training provided. Read Jack's article on E-Filing. Click
here.
"Another local agency heard we
had implemented Jack's ProImage training and they nearly
fell over when they heard what we were doing. We have
been able to finally make the 'leap into paperless'
that I have been working toward for so many years, thanks
to Jack." Dan Crawford, Pippel Insurance
"Our agency has taken a big leap
into scanning and imaging, thanks to the help Jack gave
us. Our lives are truly getting better; thanks, Jack!" Tom Meisenzahl, Rick Carroll
Agency
»Automation
Consulting We will provide an independent evaluation
of the various agency management systems and assist the agency
in making the proper choice of automation system. We will
also help in the pricing negotiation with the various vendors.
Fee: Varies depending upon extent of project plus travel expenses
»Sales
and Marketing Training We provide the opportunity for sales people and
CSRs to learn the secrets of the top Casualty/Property and Life
Producers. We demonstrate how to improve your closing ratios and
eliminate wasted activity. The program also provides the sales manager
with the tools necessary to attain the desired results. Marketing
assistance is provided for both traditional and E-commerce projects.
Fee: Varies
depending upon number of agency employees to
be trained.
»Strategic
Business Planning The new millennium, the Internet, a changing
insurance market, are all challenges facing agents and brokers
today. Business planning is no longer a time luxury afforded
to national brokerages, it is a survival necessity for every
agent and broker. We will provide framework and guidance and
facilitate the planning sessions. We will also serve as a resource
of ideas and programs that will assist the agency in achieving
their defined goals.
Fee: Varies
depending upon number of days required and travel.
"We
have been recommending Jack's services for many years...and
have never heard anything less than praise. He is one of the
top three consultants we at IMMS suggest to our membership...and
we're glad we do." George Nordhaus, IMMS
»Make
Your Forms and Applications Interactive How
does one streamline the completion of non-Acord forms and applications?
In order to complete forms, CSRs or producers have to complete them
by hand, or use a piece of archaic equipment ……the typewriter.
In some instances, companies provide online forms and applications,
but there is no way to save them in the agency's database, and you
must complete the application fully. All of this is completely contrary
to our mission of reducing processing time and transferring that
time to perceptible customer service and additional sales.
An example of the need to streamline the completion of non-Acord
forms is the Cincinnati Insurance Company. Cincinnati Insurance
does not always use Acord forms, but uses their own proprietary
forms and applications. Cincinnati Insurance does provide online
applications that can be completed by the agency, but they cannot
be saved to the agency management system in the proper format. The
CSR/producer, also has to complete the application in full. In other
words, the input operator would need to enter the entire application
information at one time and if he/she realized they had made a mistake
after printing the document and signing off Cincinnati's website,
he/she would have to re-enter the entire application.
Our solution is to provide interactive Adobe Acrobat forms. Agencies
provide us with a copy of the forms they want us to "digitize."
We prepare the forms so that they can be completed by the staff
on their own computers and saved on their PCs or file server. With
the use of these interactive Adobe Acrobat forms, the staff no longer
needs to use "paper" forms or typewriters.
Let Fries & Fries Consulting help you streamline your non-Acord
forms and applications.
»Telephone
Consulting Some agency challenges can be reviewed and solutions
developed over the phone or a combination of e-mail and phone consulting.
A predetermined telephone appointment will be agreed upon by both
the client and Fries & Fries.
Fee: $165per hour (1 hour minimum)
»Expert
Witness Jack Fries has first hand experience in the areas
of agency/company contracts, Agents Errors and Omissions, and producer
contracts. He has been retained as an expert in each of these areas
and others.
Fee: Varies
depending upon number of days required and travel. (Requires minimum
advanced retainer of $2,495)
»Retainer
Services Some agencies prefer to have Jack on retainer
to help research, negotiate, strategize and implement specific
projects. Let Jack do the leg work on these special projects
and work on getting the tasks in place while you focus on selling
insurance.
Fee: dependent upon scope of project plus any travel costs.
(Requires minimum advanced retainer of $1,000)
