What is one thing you always want to do AFTER committing a revision but BEFORE you leave notes?
Check the AR screen
it is extremely important to not skip this step as this is a necessary step in any and every endorsement.
This persons ready to relax and watch a good show.
What are we turning on?
Law and Order SVU
What was made available on Sutton?
Service line coverage
When asking for a signed policy application it must be signed by.....
Who is back?
Kassidy and Ashley :D
Where did Ashley return from?
Mexico : O
Where's our souvenirs Ashley?
What can be seen in the background of this persons photos (you do not need to guess the actual location)
a Waterfall!
What date did the USAA pilot go active?
05/21
Who are the 3 UW's who gave us tips?
Dan, Katryna and Jensyn!
When was the office open for visits?
Tuesday 05/25
An email was sent this week from Katie Treacy. It provided us a template for an updated what?
Email Signature
Please make sure yours is updated and if you are an policy advocate you should not have your cell or personal number listed.
You want to get on this persons good side, so you offer to buy lunch... what do you buy? Lasagna? Cobb Salad? Pizza? Tacos? or Sushi
PIZZA!
What happened on 05/17?
Matthew V., Adrian, and Lisa moved to the 9-80 schedule
What is an easy way to catch potential risks?
Google the address and give it a simple review.
What did we bring focus to for QA this week?
Note taking
When you have a question and the consult line is busy what should you do?
Ask your question in chat. Please refrain from direct messaging Dawn and/or Samira.
They are present in all chats and will assist as much as they can.
Who is this weeks Employee Spotlight?
Dawn :D
Who is Katie Treacy?
Director of Marketing & Business Development
When talking about Correction Photos what is important to make sure the photos show?
The same area of concern as seen in the inspection photos.
Its Friday afternoon 05/28/2021 and I need to set an alert for next business day? When will I set the alert?
Tuesday June 1st, Monday is Memorial Day and Bamboo is closed
What is another thing we should be doing on every CALL and CS EMAIL after the NI/AG/MTG hangs up?
Dispositions,
Dispositions are important and necessary for us to understand the types of calls and cs emails we are receiving.
Who is Sprocket?
Per the Newsletter, how many people visited the office last week?
9!
When an AG wants to change a mailing address on an HO3 policy what is needed?
An explanation in writing or at minimum an email explaining why the address is different.
What is ending this month?
Wellness Bingo!