Embedded Files
Projects/Docs
Executive Level Handbook (🥼 Operating Procedures)
🥇Mylo
🚧 Projects
🏃Quarterly Training/📚Education
Documents are located in Executive Team Shared Drive
Managers Module
Managers Module
Numbers
Numbers
Louis reports
Accounting- Commissions/ Weekly Report
Quality assurance- Activity, and Appsheet, Phone call reports
Expiring Renewals
Expiring Renewals
Retention center threshold 15
Sales center
Sales center
Sales Dashboard Producer Department Video sort by Lead Sources Lead Source Lola Sales
Quotes- Nicole/Sandeep/Eunice
Training
Training
Quarterly Training ICat Johnson and Johnson, RPS
Ops/Quotes
Ops/Quotes
Claims- Nicole
Audits- Ramses
Certificates- Steffany
PL Only
PL Only
Retention Center Automated Quoting
Marketing
Marketing
Marketing- social media process
Automations
Automations
Renewal Applicant Added to Renewal List-Splice
VIP- working on this with Ezlynx
Page updated
Report abuse