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Customizable Agency Procedures Manual

Buy a complete manual that takes little time or effort to customize it for your agency

agency-manual-r.jpgThrough our partnership with The Moberg Group, you can buy a complete manual and easily customize it to fit your agency. 

Whether processing a non-premium endorsement, or the most complex reporting form policy, the easy-to-follow workflow makes the process simple. Delivered on a USB Drive for ease of editing, this manual is ideal for training new employees, reinforcing procedures to existing employees, and to meet the requirements of the “Rules of Evidence.”

E&O attorneys say that having good procedures in place is critical in mounting a compelling defense. It can also significantly improve customer service and increase efficiency. 


Table of Contents

General Agency Procedures

  • Automation Policy
  • Binding Procedures
  • Mail Handling Procedures
  • Claims Processing Procedures
  • E&O Risk Management Procedures
  • E&S/Residual Marketing Procedures
  • Telephone & Fax Procedures
  • E-Mail & Internet Procedures

Personal Lines Work Flow & Procedures

  • Quotation Procedures
  • New Business Procedures
  • Renewal Procedures
  • Endorsement Procedures
  • Cancellation Procedures

Job Descriptions

  • Agency Manager
  • Producer
  • Marketing Manager
  • Customer Service
  • Representative
  • CSR Assistant/Processor

Commercial Lines Work Flow & Procedures

  • Lead Development
  • Quotation Procedures
  • New Business Procedures
  • Renewal Procedures
  • Endorsement Procedures
  • Cancellation Procedures

Employee Benefits Procedures

  • Prospecting
  • Quotation Procedures
  • New Business Procedures
  • Renewal Procedures
  • Individual Life & Health Procedures




$224.95 members
$299.95 nonmembers 
+ 9.95 shipping & handling

Please allow two weeks for delivery. There are express shipping options for additional cost.