Agency
When was the agency born?
What was it known as before?
2007
Asad Insurance Agency
We aim to create a positive impact in our community and work environment.
Make a Difference
What's the HawkSoft Motto?
If It's Not in HawkSoft, It Didn't Happen
I am a document that saves you the research by keeping all the updated contact information about certain parties. It's important to keep me updated so you don't dial someone out of service.
And where am I located?
I am the "Insurance Carrier/Underwriter Contact Sheet"
I am located in the Aleaf Teams folder
Expand on these Acronyms:
EOD
EOM
EOY
End of Day
End of Month
End of Year
What is the Agency motto?
Growing Together. Doing Right. Making a Difference.
We practice what we preach, holding ourselves to the highest standards of honesty and transparency in all our interactions
Do What's Right
Name at least 4 things you can find on the HawkSoft Home Page
Important Dates
- Holidays
- Meeting/visits
- Staff time offs
Staff Birthdays
Aleaf Logo
Childcare Conferences
Calendar for current month
I am a document that makes your life easy by tracking the step by step of what needs to be done and a given point of time. But it's important to update me as you work along so I can help your team.
And where do you keep me?
I am the RNL / NB Workflow TRACKER
You keep me in the Aleaf Teams in the "department" folder
Expand on these Acronyms, and explain each:
HSA
FDR
HawkSoft Audit - aka HS client audit - to review the accuracy of information in HawkSoft
Fourteen Day Review - process of reviewing the account and policy with the client over a phone call.
What is the Agency Vision and Mission?
To become the most trusted insurance leaders in the industry
To provide innovative insurance solutions that protect and empower our clients, enable mutual growth, and make a meaningful difference in our industry and community
We maintain a results and solutions focus. We approach new ideas and technologies with enthusiasm and an open mind, recognizing them as opportunities for growth
In HawkSoft, which statuses should NOT be seen? Select all that apply.
Select all that apply.
A. Renewal
B. Expired
C. Canceled
D. Rewrite
E. New
F. Active
Within Aleaf Teams folder, I am a specific collection of all your go-to helpful information & items that can help you remember what the process looks like. I am separated by department and also in general
I am the RESOURCES FOLDER by "Department" or "All Departments"
Expand on these Acronyms and Explain:
EAT
TOR
Employee Attendance Tracker - how we keep track of our attendance and PTO balance
Time Off Request - form to be filled out when needing time off
What is the purpose of our Success Drivers? How many do we have?
Success Drivers are our core values of the agency that drive our decisions.
There are 6 of them
We engage in proactive cooperation. We hold ourselves and each other accountable for the actions contributing to the overall success of the agency and its members.
One Team, One Dream
What are Activity Tags used for in HawkSoft?
These are kind of like “keywords” that can be added to LOGS to indicate what kind of activity happened
I am a very important time in your work life where when used effectively, you dedicate yourself to take care of loose ends and catch up with pending items. I grant you ____ amount of days to have sufficient time to revisit old items for a smoother time ahead.
(give me 2 answers)
I am "Quarter Cleanup" week
1 week /5 days
Expand the Acronym and Explain:
HOP
SOP
Hand Over Process - process to use when going on time off
Standard Operating Procedures - the standard; the common process for something
Name the Agency Rules. What are they Called?
1) Documentation.
2) Consistency is Key
3) Do the Right Thing from the Start
These are the GOLDEN RULES
We constantly seek to expand our knowledge and skills, staying ahead in our industry. By knowing our strengths, we can better serve our clients and grow professionally.
Always Be Learning
Explain the importance of using HawkSoft TASKS
they are necessary to centralize ongoing tasks that team is working on.
it gives visibility to tasks team members are working on in case they are out of office
it helps with documentation to protect us & our agency
I help save you time by already existing, ready to be used for most common communications, you just need to do a few tweaks to me before sending it to any customers or agency staff.
I am EMAIL TEMPLATES
Expand on these Acronyms and tell us who these are:
CST
AIA
CSS
CAS
Client Support Team - the back office virtual assistants
Aleaf Insurance Agency - any agency staff
Client Services Specialist - title of most agency staff
Client Account Specialist - title of staff above CSS