U Should Know
What percentage of your time should be spent on new producers?
90%
Where do you access the UKnow Dashboard?
What is the name of the email platform that is built into UEngage that producers can use to send out approved email template messages?
Marketo
Who receives the Funding Hurdle Current Month email?
1. Producer
2. PL
3. RSL
4. Team Lead
What are the BIG 3?
Effective Date
Revenue
Stage
What monthly metric do 2x producers have to achieve to stay on funding?
nothing
What are the 2 tabs in the UKnow Dashboard that an SMS should check?
1. G (Get) for QPs
2. NP Effort (1st appts & RAs)
Who should complete an intake form for a landing page?
the producer WITH the SMS's help
Where in the UKnow Dashboard can you find quality prospect information?
G tab
Are you allowed to mass edit in UEngage?
Yes - select opps to middle market opps
What is the PEAK revenue qualifier for EB producers?
$200,000
What 2 measurements are tracked in the trigger report?
1. 1st appointments
2. Ride Alongs
Who has to approve a request for a landing page to be created?
PL and RSL
What corporate approved applications do we use to verify new leads?
1. D&B
2. MiEdge
How many days after a producer terminates should you send the PL the full producer pipeline?
NEVER - we dont share the full pipeline
How many months in advance of renewal should a Risk Assessment be completed?
4
How often is the UKnow dashboard updated?
every night
What 4 expenses need to be documented on the event intake form?
1. location
2. food
3. misc
4. sponsorship
What is the PEAK revenue qualifier for P&C producers?
$175,000
What opportunity revenue threshold triggers an email to senior leadership when a 1st appointment is booked?
$50,000
How do you calculate Simple Net New?
recurring new - recurring lost = SNN
What percentage of a producers pipeline should be in their primary vertical/niche?
80%
What is the difference between a Webex Event and a Webex Meeting?
webex meeting has less than 25 attendees
webex event has 25+ attendees
What is the new name of the niches program?
UWins
What is the proactive regional opportunity view for OMNI reminders?
sales meeting southeast