Operations⚙️

🚦Carrier Training/Login

💬  Change Management

💅Customer & Employee Care Process

🏅 "Years of Awesome" Work Anniversary Care Program

🎂 Employee Birthday Program

💲New Carrier/Finance Company Process

🙇Offboarding Admin Process

🙋Onboarding Admin Process

🪪 Understanding Licensing and Document Management

💹Monthly Payroll, Bonuses, Commissions

Company Operations

💳 Quarterly Bonus Incentive Payouts

📈 Carrier Management Goals

Year-End Activities

💰Holiday or End of Year Bonuses

Communication

📣  Announcements

📩E&O Carrier email

Insurance

🙎Department of Insurance Complaint/Request Process 

Employee Engagement 

🏆Employee Engagement Process

🕹️Quarterly Games

Time Management

🗓️Holiday Schedule/Out Of Office Process

👶Maternity Leave Checklist

Social Media

💻Social Media Management Process

⭐Monthly Social Media Spotlight: Celebrating Our Team's Success (WOW and SMART)
👍Insboss process