📈Reports
📧operations@streetsmart.insurance
👨🏻🏫Google Classroom Training for Q2 2024
💌Chat in our Google Space
📲WhatsApp Group
Tasks
Company 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
💳 Quarterly Bonus Incentive Payouts
📈 Carrier Management Goals
Year-End Activities
🖥️ IVANS downloads - carrier review
🧑🏻💻 Agency Roster - carrier verification
🎁 Year-End Token for Our Biggest
🧑🍳Year End Idea: Cookbook
Client Referral Sources
💰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