Profitable Insurance operations are no accident. Using people to plan and implement creates the results desired. All of our products and services are designed with one thing in mind...results. Our manuals are available in MS Word via e-mail. Pay with Paypal or print and fax your mastercard or visa order to 1-800-887-5874
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Agency Business Planning Guide
$109.95

Create Your Mission Statement; Strategies for Personal Lines, Commercial Lines, Large Accounts, Life, Health, EE Benefits; Administrative & Finance Plans, Agency Automation Plans, Agency Image; Perpetuation Plans; Merger & Acquisition, Etc.

Writing Your Plan Is No Longer Difficult.

View a sample of the Agency Business Plan

          

Work Flow Procedures in an Automated Agency
$99.95

The "How To"! Use our Work Flow Procedures manual to efficiently train staff and protect against E&O exposures. Includes Form Letters!    Our procedure manual is designed to be used as a guide to help you through the process of committing your workflow procedures to writing. 

Quoting, New Business, Endorsements, Direct Bill Renewals, Binder Billing, Cancellations, Claims, Audits, BOP's

Our method is to help your agency have either management or your staff contribute by drafting their own specific workflow procedures using our manual as a guide; thereby creating the "buy in." Our manual is designed for you to do the customizing by using our manual to guide you through the thought process and commit it to writing. It can then be tweaked as needed. The cost is $99.95. Our consulting services may be combined with the implementation of your procedure manual at an additional cost. 

View a sample of Work Flow Procedures in an Automated Agency

"Just wanted to say THANKS for the excellent workflow document! I just got a chance to start going through it and what high quality material! It's well done. Any time you need a reference, just send
'em my way. I'll be happy to recommend you and your services to anyone that may be interested."
Dan Crawford, Pippel Insurance

          

Agency Operations Manual & Employee Handbook
$99.95

The operations Manual is detailed with all the forms ready to use.

Employment Rules & Regulations, Performance Reviews, Benefits, Hiring & Termination Practices, Salary Administration & Ranges, Detailed Job Descriptions

View a sample of the Employee Handbook

           

Securing a Company Appointment
$89.95

Market your agency in a well thought out and effective presentation. Get companies excited about appointing your agency.

Analyze Your Needs, Prepare the Marketing Presentation, Determine Future Direction, Analyze The Carrier's Needs, Image: Present What They Want, Negotiate the Agency Contract

           

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. Jack Fries' employee incentive bonus plan will:

1. Create a financial reward program for all employees based on agency growth.
2. Create an incentive bonus program that is fair for all employees.
3. Create an incentive bonus program that is fair to ownership.

           

Life & Financial Services Operations Manual and Employee Handbook
$99.95

This Manual is perfect for any Life or Financial Services Agency. It contains agency policies and practices as well as specific Performance Review Forms, Employment Rules & Regulations, Benefits, Hiring & Termination Practices, and Detailed Job Descriptions

View a sample of Life & Financial Services Operations Manual & Employee Handbook

           

 

 

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Fries & Fries Consulting • P. O. Box 66 • Alexandria, KY 41001
phone (859)441-4528 • fax 1-800-887-5874 • e-mail jfries@jackfries.com

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