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sample agency operations manual
Posted: Thu Oct 19, 2006 9:39 am
by lonnie0168
Might anyone have a sample ops manual that you could share? We're opening our first agency and would really appreciate some guidance in developing our agency manual.
Posted: Fri Oct 20, 2006 11:06 am
by independent guy
I don't really have one that I can give you, but I can give you solid guidance in creating one. I assume you are an independent agency? Will you be representing multiple companies? How many employees starting out? I assume this IS an operations manual for employees, and not an employment handbook, correct?
Posted: Wed Nov 22, 2006 3:00 pm
by INSANGEL
Produce your own, one for employee job specifications and one for agency procedures. We have discovered the hard way that you can not
"coddle" employees. You must be firm in your expectations, and when they are not met you must take written action, then cut the cord before you strangle yourself. If you start in the beginning you will be better off !! Good luck hunting for competative E&O coverage. Here in Alabama it is always a BLAST at renewal time.