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Agency Operations & Procedures Manual

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If you have been struggling for years to write an agency operations and procedures manual, keep reading.  Now you can buy a complete manual that can be customized to fit your agency with very little time and effort.  

All you'll need is a little information and basic word-processing skills. Whether processing a non-premium endorsement or the most complex reporting form policy, the easy-to-follow workflow makes the process simple, and designed to work with any Agency Management System.

This manual is ideal for training new employees, reinforcing procedures for existing employees and meeting the requirements of the "Rules of Evidence."

Published by The Moberg Group, Inc., the leading insurance consulting firm providing services to independent agencies, such as: Agency Operations, Procedures Development, Automation Selection and Utilization and E&O Risk Management Services.

You can get started today!!!

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Easily Customized for your agency

  • General Agency Procedures
  • Commercial Lines Procedures
  • Personal Lines Procedures
  • Employee Benefits Procedures
  • Job Descriptions
  • TMG Industry Forms included at no extra charge


  • IIABL Members $224.95
  • Non-Members $299.95

*Click on one of the links to place your order today!  Effective January 1, 2023, all Agency Operations & Procedures Manuals will be delivered electronically with a link in an email to download the manual and forms. We will no longer send USB Drives. 

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