❤️🩹Benefits
❤️🩹Benefits
Embedded Files
Forms and Certificate
Health/Dental Insurance Process
📝Operating Procedures
📝Operating Procedures
Who we are and what we do
📚History/ Milestones
📚History/ Milestones
History and Key Milestones
🔸org chart with brief bios of the executive team and Board of Directors. Give a clear picture of how decision-making authority is distributed. DEFINE DEPARTMENTS
Executive Compensation Structure:
📍Get response for accounting and operations
Executive Roles and Responsibilities
☝️Department Check-in
☝️Department Check-in
🤵Personal
🤵Personal
Meetings/Reports
🔸Binding ratio/pending with EZ
🏢Commercial
🏢Commercial
Process
Reports
🔸Binding ratio/pending with EZ
🔸New business by producer
🤑Finances
🤑Finances
🗒️Reports/Meetings
🗒️Reports/Meetings
🔸Weekly reports from Audrey Ariola outlining aged receivables, unapplied cash, payable worklist, bank reconciliations, uncategorized transactions
Go over state tax payments, shouldn’t that be paid from the individual instead?
Get template for rentals or what are we doing wrong with bookkeepers
Distribution Process
Agency Tax
🔸How we handle taxes in the agency. From individual family members, employees, and corporate tax filings
Monthly meeting
Commissions/Payroll
How we handle commissions and monthly payroll
Carriers/Finance Companies
How Accounting interfaces with carriers and finance companies
Budgets
How are budgets developed and approved?
When are key financial reports due?
Budgeting Course
🎯Marketing
🎯Marketing
List top-level priorities for the next 3-5 years.
Briefly outline strategies for achieving them.
Change Management/Process Checkup
Lead Vendors
🔸Lead Vendors Trusted Choice $100 a month and pay per lead (less money) Exploring the New Portal Features
Bold penguin $100 a lead
Start Upselling
Email Marketing Service
Email marketing, we can use this for certain campaigns or initiatives like referrals or flood insurance.
Also, use this to get word out on carrier changes or market news
Buying leads has helped our agency generate new business but we ideally want to start generating leads from our book of business via referrals.
How we pay our referrals
🔸Need to curate and take care of these lead sources MAYBE CREATE A CONTEST EACH MONTH TO REWARD REFERRAL SOURCES CREATE A TRACKER REWARD THEM WITH $100 GIFT CARD
Working on adjusting reports
Customer Care
Social Media Traffic
🔸Need to also get to work on other platforms especially for Announcements process for new employees or other things
APP Numbers Google Analytics
Social Media traffic
Blog Posts
YouTube FAQs
Google Analytics
🔸Get closing ratio report
🔸Clean up Prior carrier sales center
🤝Meetings
🤝Meetings
Executive Level 9:30 AM every Monday
Level 10 Meetings 📅Level 10 Meetings 📅
📊 Team/Carrier Meetings
📊 Team/Carrier Meetings
StreetSmart Monthly Buzz 🗓️ This is for the team to share what is going on in their department on a monthly basis. We can go over the numbers, carrier, staff, or industry news. Maybe announce SMART REWARDS and REFERRAL WINNERS
🏉Strategic Planning
🏉Strategic Planning
List top-level priorities for the next 3-5 years.
Briefly outline strategies for achieving them.
🙋Talent and Leadership Development
🙋Talent and Leadership Development
🔸We are a remote agency and need to create a great culture where people feel they can be themselves and create a good future for them and their families.
🔸Here is a layout of how we handle engaging with our employees and helping them succeed in the agency, professionally, and personally. They are what requires our most significant investment.
This goes along with employees, we need to always find new things in the industry to learn from and add to our training. An educated workforce is an effective workforce. Right now we created classes in phases (1 is EZlynx 2 is StreetSmart 3 is insurance tips and tech stuff, 4 is our processes. We need to be on the lookout for new training tools like TotalCSR, industry changes and DESIGNATIONS.
This will also take some coordination with team leads if there is something they need help with training to create in Google Classroom
🤔Performance Management Philosophy
🤔Performance Management Philosophy
Performance Management Philosophy
Templates
Succession Planning Approach:
🔸Explain how future leaders are identified and developed.
Mentorship/Coaching Opportunities
🔸Outline whether formal programs exist or how executives can seek support.
Hiring
Education
Onboarding/Offboarding
Health Insurance and Benefits
SMART Rewards
SMART Rewards (Use the Appsheet and not the spreadsheet going forward)
WOW Customer Service (Use the Appsheet and not the spreadsheet going forward)
Culture
1,000 Google Reviews
Sidewalk Talk
🔸https://drive.google.com/open?id=1gfz6k_NTHY_pegZqK8bqIakXfTccUauV
🔸Care packages accommodations office or travel
🔸Employee appreciation
🔸Producer Ideas
🧑💻Technology
🧑💻Technology
🔸This goes through all of the nuances of our management system
🔸Our main 3 goals with the automation center are marketing, preventive measures, and E&O prevention. Automations can be applied to both clients and employees. To ensure that automations are sent to the appropriate recipients, we sometimes filter them based on specific criteria. These criteria may include manual or download policies, lines of business (LOBs), or even the designated agent.
🧰Tools and Devices
🧰Tools and Devices
Here are all of the technology vendors we use.
🔸Device Policy Run on at least 25mb up and 25mb down
Computer
Tokens for Chrome Management
4c96459e-3d52-47ab-9344-d08993a1c143 C03y8cu1n
36a4522c-2f68-4ca8-b5fd-8530c0f7354a
Manage Windows devices with Chrome Management
🔑Operations and Key Process
🔑Operations and Key Process
Carriers
Franklin Mutual Water Backup Change
🔸existing manual book of business
🔑Operations
🔑Operations
Claims Report
Employee Feedback
Change Management
Quality Assurance
Use the Appsheet and not the spreadsheet going forward
For employees: Under My Profile click the Quality Assurance profile card to view your QA (Access in Appsheet (employees)
For admins: Click KPIs then Quality Assurance. Click the Add button to complete the Quality Assurance Form for a new finding/s and hit Save once done (Access in Appsheet (ADMIN ONLY)
🔸We will continuously check the quality of work being done. We created a scoring rubric that can help our QA team identify, reward, and help train our employees on good/bad behaviors. This includes listening to phone calls, auditing files, etc. NEED TO CREATE SOMETHING FOR EMPLOYEES TO CHECK OUT one another
Templates
Crisis Management
🔸Indicate that detailed plans exist, specify who is responsible for activating them.
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