YEAR-END ACTIVITIES

• Review all carriers in the sheet. Check whether we have them in the IVANS Download. For Carriers that are not in IVANS, email them to request IVANS set up using this email template.

• Use AppSheet going forward
  See the AppSheet training page for guidance on how to access the Insurance Carriers module

SUBJECT: Streetsmart Risk Managers Inc. (Carrier Agency Code) - Request for IVANS Download set up

Hello!

Please add a download partnership for our agency.

Agency Name: Streetsmart Risk Managers Inc

Agency Producer Code(s): (Agent please add this information.  You may also have more than one Producer Code with each carrier.)

Contact Name: Carlo Ferrara

Contact/Agency Email: companies@ssinj.com

Agency Phone: (732) 462-8461

Vendor Name: WEBCETERA

Product:  Ezlynx

IVANS Y Account: YDHRD

Mailbox (Agency User ID): YX66MG3

Some insurers ask for it the IVANS account and mailbox in this format - YDHRD.YX66MG3

IBM/Destination/Origination address: IBMYX66MG300

Please answer the following questions:

·        Do you offer an initial load?

·        To ensure that our agency management system is set up correctly, do you have information about your download?

Thank you, 

Go to the Carrier Portals where you have Admin Access. Review the active Agency Users and delete employees that are already terminated. 

For Carriers that do not have Admin Access, email them using this template with the updated list of Active members in the Organization.

SUBJECT: Streetsmart Risk Managers Inc. (Carrier Agency Code) - Agency Roster Update

Good day, 

In line with our Annual Agency Roster review, we would like to send the following active members of our Agency.  Should there be any registered member in your system that is not included in this list, please let us know so we can verify. Thank you!

[attach List of ACTIVE MEMBERS OF THE AGENCY, use Org Chart for reference]

• Start this process at the beginning of November. Generate a Book of Business report in EZLynx to identify our largest clients. Then, select 10 to 15 clients (5 from each department) and send them a token of appreciation for their business.

  • We could send a dozen cupcakes from Georgetown Cupcakes.Use the saved login credentials in Roboform 

• Please research the cost, including shipping/delivery.

• Send the price quote to the Executive team (Jimmy, Carlo, Scarlett, and Jake) for approval.

• Once approved, please purchase the cupcakes before Christmas and ensure they are delivered to the clients' addresses.

List of Biggest Clients per Department (2024)

Personal Lines

Name Insured                              Premium

1. Umer Chaudhry & Hinna Mubeen - $26,280

2. Carl Greenfield - $21,057.12

3. Ethan Haughey - $19,830.00

4. Ingrid & Trevor Belle - $18,762

5. Angela Mazzacuva - $18,582.77

6. Dean Giasi - $14,972.85

Commercial Lines

Name Insured                       Premium

1. Smart Fiber Innovations LLC - $82,838.00

2. Yes We Do LLC - $79,181.00

3. Garden State Car Wash LLC - $78,035.26

4. Earth Scapes Landscapes LLC TA Earthscapes Landscapes and Outdoor Living - $77,971.41

5. South 7 Business Park LLC Broadway Business Park LLC  Off Broadway Business Park LLC - $67,692.93

6. Koda Technologies LLC - $63,042.00

7. Maier Solar Engineering LLC DBA Solar Me - $59,975.00

8. AJ Ryan Building Corp - $55,632.00

9. Duque & Alba LLC - $49,091.00

10. Grapevine Construction LLC dba Grapevine Pro - $44,478.00

11. Sigma Construction -  $16,738.00 (Additional clients requested by Ms. Scarlett thru email)

12. Pelican Construction - $55,782.48 (Additional clients requested by Ms. Scarlett thru email)

13. KJSD Enterprises Inc - $39,946.00 (Additional clients requested by Ms. Scarlett thru email)

Trucking

Name Insured        Premium

1. NAJ Express Inc - $146,648.35

2. Rem Transportation LLC - $111,186.00

3. Fast Load Logistics LLC - $95,723.37

4. Bill Hooten DBA Bill Hooten Trucking - $89,792.00

5. Bero Transport, Corp. - $89,734.00

Vendors, referral sources year and bonus

• Strand

• Nina referral source

• Mauris Toro referral source

Vendors, referral sources year and bonus

• Strand

• Nina referral source

• Mauris Toro referral source

Reach out to Carlo to confirm if we are still moving forward with this initiative. If yes, message everyone and get recipes from everybody. Compile them in a cookbook!