The office system and organizational techniques are designed for both the new and veteran financial representative.
Four Ways To Get This System
1.
The Book…
The Turn-Key Office System
You can now purchase the book, The Turn-Key Office System. In the palm of your hand you will hold the knowledge which will allow you to have a “paperless desk,” an executive overview of your business by the click of the computer mouse, hiring system, filing system, and, most importantly, a system which will allow you to only call and see people. This is a simple “how to” book which allows you to implement the system. The book includes the following:
These 8 logs are on a disc to be downloaded onto your computer. They will give you a visual overview and accountability system for your staff, cases, underwriting, customer service, client review appointments, policy deliveries and more. The majority of financial reps do not know what is happening in their business without asking their staff. Their staff will put case notes in a client file, answer customer service questions, and perform daily tasks, but most financial reps do not have visual accountability for their work. These logs give you visual accountability that allows you to perform the CEO function of overseeing the office.
Sample Employee Office Manual
Now you can have your own company office manual without going through hours and days of writing. This manual is on a disc and has specific sections for you to custom-design to meet your company’s needs. It covers such areas as office hours, vacations, sick leave, internet policies, sexual harassment policies and more. At the end of the manual there is a page for your staff to sign indicating they have read the document and agree to follow all your company policies.
The book will walk you through a step-by-step process to implement the system. In addition, there is a CD with each book. The Bullard Executive Summary Logs, Sample Employee Office Manual and sample Employment Application are placed on the CD so you can download them onto your computer for easy application. Do not miss this opportunity…buy the book which can simplify your office and change your life!
2.
The Extreme Office Make-Over
Andrea’s team can be hired for a full day to come to your office to implement, organize, label and set-up your office systems. This will be followed-up by four 30 minute coaching sessions with you and your staff. By the end of this program, The Turn-Key Office System will be completely implemented.
3.
The Turn-Key Office System Boot Camp
Andrea Bullard understands that the best businesses in the world have the best office systems. Therefore, she has created a One Day Boot Camp for Financial Reps and their staff that teaches you how to implement The Turn-Key Office System. Read More »
Host Your Own Turn-Key Office System Boot Camp
Contact us to host a Turn-Key Office Boot Camp in your office or place of business! Read More »
Sign Up for a Boot Camp Seminar Near You Click Here
4.
The Shared Staffing Turn-Key Office System Program for Agencies
You can now purchase the book, The Turn-Key Office System. In the palm of your hand you will hold the knowledge which will allow you to have a “paperless desk,” an executive overview of your business by the click of the computer mouse, hiring system, filing system, and, most importantly, a system which will allow you to only call and see people. This is a simple “how to” book which allows you to implement the system. The book includes the following: