Lessons

Owners, producers and account managers at independent property and casualty agencies.

• ACORD applications & certificates
• Policy endorsements
• Loss runs

Owner operators and office managers of HVAC, plumbing, electrical, roofing and landscaping firms of two to twenty five people.

• Estimates and proposals
• Work orders and invoices
• Warranty claims

Owners, contract administrators, estimators and site managers at specialist subcontractors and small builders.

• Bid packages
• Subcontracts
• Change orders

Small animal general practice vets, clinic owners, practice managers and veterinary technicians in the US.

• Clinical notes
• Discharge instructions
• Estimates and consent

General dentists who own or co-own a practice of one to four doctors, plus their office managers and treatment coordinators.

• Claim narratives
• Treatment plan estimates
• Recall texts

Owners and pharmacist managers of independent community pharmacies, and supervising pharmacists in small chains.

• Hard copies and labels
• Prior authorizations
• Audit letters

Licensed psychologists, counsellors, psychotherapists and clinical social workers in adult outpatient private practice in the US.

• Progress-note drafts
• Treatment plans
• Insurance authorisations

Principals and advisers at state- or SEC-registered investment adviser firms of one to ten people, and independent representatives affiliated with a broker-dealer, in the US.

• Client meeting notes
• Financial plans
• Form ADV and Form CRS

Sole HR managers and two person HR teams at US organizations of 20 to 500 employees, and independent HR consultants who serve several of them.

• Job descriptions
• Offer letters and handbooks
• Write-ups and PIPs

Owners, directors, arrangers and celebrants at independent funeral homes and small family groups.

• Death notices and obituaries
• General Price Lists
• Itemized statements

Owner operators and general managers of single location and small group restaurants, cafes, bars and small hotels.

• Recipe and allergen sheets
• Spec sheets
• Schedules and forecasts