Random
Insurance
Company plan
Core Values
100

What is our Purpose/Cause/Passion


Hint: it is on Bloom

Changing lives for our Families and Communities

100

Who to tag for Forecasting insurance jobs

Supplement team

100

We want to get roofs completed in ______ amount of time, ____ % of the time.

4 weeks, 90%

100

Expert, Prepared, Detailed, Acts w/ Urgency

Professionalism 

200

What is our Niche

Guiding Property Owners to a Superior Exterior

200

When does Tammy follow up after a supplement is sent?

24 hours

200

What is our goal for community givebacks in our 1 year plan?

$75,000

200

RSI & what does it stand for?

Learning, Growing, Adapting, Evolving


Relentless Self Improvement

300

What is the collections goal for September?

$4m

300

How many insurance jobs need to invoiced in the month of September for the sup team to hit their goal?

130+

300

In our 3 year picture, what is our revenue goal?

$40 Million

300

Positive, Communication, Dependable, Helps First

Team player

400

What percent of 2 legged appointments does the call center need to have to hit their goal this month?

90%

400

How to determine if insurance covered all of the gutters?

Insurance scope QTY and sketch report

400

In our 3 year picture, what do we want our EBITDA to be?

15%

400

Drive

The "why", Determined, Motivated, Self starter

500

What we do with our core values? 

Hire, Fire, Reward, Review, and Recognize

500

If the line item says D&R ___ /LF or greater what do we do?

Replace

500

What is our Revenue goal for our 5 year target?

$60 Million

500

In what order do the core values go in?

Professionalism
Team Player
RSI
Drive