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PRINT A DISCUSSION COPY
Print a copy of each procedure to discuss with your staff or management team.   It’s easy to make notes and review options prior to creating your manual on Easy Insurance Procedures.

View sample discussion copy.  Create a sample manual.

 
REVIEW COACHING 
Each step includes coaching compiled from our team experience of 100+ years working with and owning agencies. The coaching is designed to help you think through various options and key E&O considerations. Coaching also focuses on features commonly unused in AMS360 and how to integrate them into your procedures. Have questions? Ask A Coach for a quick response from an insurance professional.

MAKE DECISIONS
Easy Insurance Procedures includes options based on our polling of agents across the country.  You select the choice which best suits your agency.  Need another choice? Just let us know. Personalize your manual by providing specific instructions and coaching to your staff.
 
CHOOSE TO AUDIT
At appropriate times you have the opportunity to include a step in regular compliance audits. Need help in creating an audit process? Optional coaching is available. Auditing your procedures allows you to compensate staff on individual performance. Performance-based compensation increases morale, consistency and profitability. This is impossible without clear, concise procedures and an established auditing schedule.
 

SAVE YOUR WORK
While making decisions, you may need to discuss a procedure further with management or staff.  Or, you might want to get the coach’s opinion and thoughts. Easy Insurance Procedures allows you to pause and save your manual. Your choices will be there when you return.
 
 
CREATE YOUR MANUAL
Document your procedure with a date stamp, and the person creating it, providing a complete revision history for E&O protection.  Include personalized instructions to your staff for each step. Easy Insurance Procedures sends your completed procedure in a PDF file. Open the PDF in Microsoft Word to further customize your manual.
 

SUPPORTING DOCUMENTS
Easy Insurance Procedures includes sample forms, letters and scripts. All documents are in Word format for simple editing to customize for your agency.
 
 
STAFF DEVELOPMENT TOOLS
Your staff are your most important asset. Staff development tools include insurance training, customer service training, time management and more.

View Sample Class

 

E&O SELF AUDIT
E&O carriers have identified certain procedures proven to reduce claims. The E&O Self Audit allows management to easily review decisions to make certain these procedures are included in their manual. It is also a beneficial addition to the annual application for E&O coverage.
 
 
DASHBOARD
Check out Learn And Grow for upcoming classes offered through Easy Insurance Procedures and NetVU. Use Agent Forum to discuss procedures and AMS360 utilization with other agencies committed to profitability and consistency. Receive daily tips and ideas through Agency Coffee and Time With Ted.
 

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