Fulfillment Training 

Team Members must have at least 2 monitors for efficiency. 

Team Members must have a stable internet connection.

Orders are due within 10 business days of the order being placed (unless delayed by the agent or missing information). If you are unable to meet your deadline, inform your Fulfillment Lead.

Builds take longer if the agent has already been using AgencyZoom or if they have edited templates/customized their account. If communication is needed, this prolongs build process.

Fulfillment Team > New Orders Folder is where the Google Drive for the Agent will be stored. All build notes/info/process will be found here. 

Contact agents regarding logins

Contact agents if they have edited things in their account and inform them of the process of adding in our automation…etc.

Leave detailed notes in the “Training Notes” Tab of their drive sheet so the assigned trainer knows of any issues/comments in the build.

Add any needed notes on the Customer page for company-wide team members. This includes the login information for the agent. Pin it to the top of their Customer page.

Complete builds as they come into the pipeline. The first one in is the first one started. 

Check ALL notes and tags in the Customer's account before contacting/starting the build to ensure the build will be done correctly and/or no double communication is sent out.

Once the Build is completed, You will create a Training Ticket. You will also move the Agents's Google Drive Folder from "New Order" to "Completed Order".

If the agent is unruly or not communicating, contact the Fulfillment Team Lead with any and all issues. 

We do not provide extra help via email or text. Answer any initial questions and then refer the customer to the FB group. If the customer is upset, alert the Fulfillment Lead.

All communication with customers will be done in AgencyZoom and will be recorded for proper documentation purposes. 

All work-related communication will be done in the Fulfillment Team Chat. Unless it’s a private matter, you can message the Fulfillment Lead or use your Employee Portal.

Start and end times must be added to your calendar Monday through Friday.

Inform your Fulfillment Lead of any upcoming days off you are taking so they can adjust your builds accordingly.

Team members will attend the weekly “Fulfillment Team Meeting” call on Tuesdays at 11 am MST.

Team Members will attend the “Team Training Day” on the third Tuesday of every month from 8 a.m. to 4:30 p.m. MST.

Team Members are to have a positive, supportive, and enthusiastic attitude towards all Agents and other Team Members.

The Fulfillment Team operates mainly in the SERVICE CENTER area of Agency Zoom.

If there are no assigned Builds in the Que, work on any fix-it tickets, account updates..etc