Agency Vision/Mission/Motto/Values
Success Drivers aka Core Values
Agency History
Our Team
Our Business
100

What is a lesson learned from the story Ducks Quack, Eagles Soar?

positive perspective

make your choice how to lead your life

differentiate yourself from the competition

100

This is where we strive to make meaningful, long-term connections with our employees, clients, and We take the time to understand their unique needs.

Building Transformational Relationships
100

When was the insurance business established?

2005

100

How many departments do we have?

6

100

What is our attire?

business casual

200

How many Sucess Drivers (core values) do we have?

6

200

We strive to understand the business environment, know our strengths, and seek to expand our knowledge and skills

Always be Learning

200

What was the name of the friend who inspires why we do what we do?

Ed

200

Name any 3 departments we have

IT

Commercial

Childcare

Personal

Medmal

Health/life


200

What time is lunch?

1pm - 2pm 

300

What is the Agency Motto?

Growing Together. Doing Right. Making a Difference.

300

This is where we engage in proactive cooperation, display a go-getter attitude, while holding ourselves and each other accountable

One Team One Dream

300

When starting out the agency, the owner came up with a set of rules. What are those rules known as?

Golden Rules

300

We have a team that works in the Phillipines. What are known as?

CST

Client Support Team

300

What do we sell to our clients?

Safety / protection / peace of mind
400

Our Agency Mission is to provide innovative ______ solutions that _______ and ______our clients, enable ______ growth, and make a meaningful _______ in our _____ and ________.


Our Mission is to provide innovative insurance solutions that protect and empower our clients, enable mutual growth, and make a meaningful difference in our industry and community.

400

This is where We practice what we preach, holding ourselves to the highest standards

Do What's Right

400

How many rules are there?

3

400
How do we utilize the Philippines team?

Assist us with quotes, back end work, are there to help us. 

400

How are you expected to operate on a daily basis?

By following our Success Drivers (values) and golden rules in our daily decisions

500

What is the Agency Vision?

To be the most trusted insurance leaders in the industry

500

This is where we maintain a results and solutions focused attitude, and keep an open-mind

Embrace Change

500

Name each of the rules IN ORDER 

Do the right thing from the start.

Consistency is Key

Documentation

500

What is the main thing we as the company encourage everyone to do when you are in trouble?

Ask for Help

500

What are some ways we can be "professionals"?

show up on time

be consistent

look appealing visually

speak in a well manner 

know our stuff