Fun Facts
Design & Intake
Trusted Advisor
NAOE
100
This is how many of our team have a spouse or partner that also works at Allstate?
What is 5
100
This person receives all the intake requests for Agency Operations and routes them appropriately.
Who is Kevin
100
This SVP is the face of Trusted Advisor?
Who is Don Sands
100
This region helped create a standard pre-national education experience.
What is North Central region
200
This person spends evenings unwinding not with a glass of wine but hitting the ivory keys.
Who is Barb.
200
Name at least one way a stakeholder incorrectly refers to education in the intake process.
Any of the following will be acceptable: Targeted Topic, eLearning, Video, "On the Blackboard", eVideo, Allstate University
200
This region has been piloting the 5Rs process since the summer.
What is Capital Region
200
According to the National School, there are ____ many weeks in a year.
What is 12
300
This person had a previous career as a radio DJ.
Who is Jason or Tao
300
The largest number of intake requests Lorna has received in a week?
What is 12
300
These Rs make up the 5Rs.
What are relate, rapport, risk, recommend, and review.
300
These are the three core competencies in the new agency owner education experience.
What is Business Ownership, Trusted Advisor, and Product/Sales/Technical Knowledge
400
This person needed to be freaky fast in a previous career.
Who is Chip
400
These are the names of the instructional designers from CARA and DRAKE that help support our team's efforts.
Who are Mike, Diane, Samantha, Carmen, Jon, and Teri
400
What name was the 5Rs previously referred to as in the pilot process.
What is Needs Solution System. Also acceptable TANA or TRUST
400
In January we had the largest National School class with this many new agency candidates, followed in February by the smallest with this many.
What is 157 and 9
500
This was the name and team members from the winning team at the holiday murder mystery masquerade party.
Who are The Hippies (Lorna, Pat, Tao, Greg, Amy)
500
Lorna provides this document to the project manager at the end of the intake process.
What is the AIM (Assignment Initiation Memo)
500
These are 2 of the 5 Plays of Trusted Advisor
What are eAgent, Personalized Proposal, Automated Workflow, Simplified Customer Onboarding and the 5Rs New Sales Process
500
The new 2017 Learn from the Experts expanded to include video conference at the National School beginning this May. This is how many experts will be featured in "Learn from the Experts" program.
What is 8.