Activities and Workspace

Agency Workspace

Activities and Workspace Tips for Easy Links 🎥

Tasks and Discussion Titles

Tasks and Discussion Titles

Tasks and Discussion Titles(more detail)

Tasks and Discussion Titles(move activities)

Understanding Task Creation and Management

Understanding the System Log [🎥]

• Make sure we are adding to applicable discussion titles such as Customer Inquiries, Cancellation, Renewal, Policy Change Requests, New Opportunities, or Claims. ✅

  • Pro Tip 💪🏻 Do not make new discussion title 🙅🏻‍♀️

• Customer Inquiries encompasses billing questions, recommendations, additional information, inspections and anything not related to cancellations, policy change requests, new opportunities and renewals. 

• Search discussion titles and also edit discussion title see Understanding Discussion Titles in Loom [🎥]

Agent Spin

• Agent Spin 📌📝

Checklists

• If you need to give details you can add an existing checklist or create a custom one for a specific task. Checklists are useful to give step by step instructions on tasks rather than write it out in the notes section. 📝

Labels

• Use them to save time typing notes (Left Message, Voicemail) and also to track your performance. 🏷️

Carrier Messages

Understanding Policy Change Messages and Workspaces

Carrier Messages