RIGHTSURE
WORKFLOW HUB
🔍 Find Your Workflow
📦 Send out Rightrater Goody Boxes
Accountable: Melissa
Skill Set: Yvonne | Training: Caryme
Frequency: As needed
💻 Creator to HawkSoft Policies Sold
Accountable: Diana / Efrain
Skill Set: Juliette
Frequency: Daily
❌ Process Cancellations
Accountable: Melissa
Skill Set: Ricky | Training: Jacob
Frequency: Daily
📞 Answer Customer Phone Calls
Accountable: Diana
Skill Set: Sarah | Training: Mike
Frequency: Continuous
📊 Generate Monthly Reports
Accountable: Efrain
Skill Set: Amanda | Training: Chris
Frequency: Monthly
👥 Coordinate and Set Up Employees for Super Agent
Accountable: Yvonne/Barton
Skill Set: Leaders | Training: Leaders
Frequency: When needed
🎁 Orders Goodies for Dealerships
Accountable: Felicia
Training: Brock
Frequency: When needed
✒️ Orders Pens for Agency
Accountable: Felicia
Training: Brock
Frequency: When needed
📄 Creating EOIs
Accountable: Juliette/Iram
Skill Set: PS | Training: Caryme/Sada
Frequency: Daily
📋 Assigning Policy Change Requests from IAs
Accountable: Diana
Frequency: Daily
✅ Follow ups for IAs
Accountable: Diana
Frequency: Daily
🚶 Assisting with Walk-Ins
Accountable: Heather
Frequency: As Needed
📬 Returned Mail
Accountable: Caryme/Sada
Frequency: Daily
📝 Verify Signed Applications
Accountable: Michelle A
Skill Set: Pablo/Diana | Training: Efrain
Frequency: Daily
💬 Respond to HawkSoft Texts
Accountable: Diana
Frequency: As They Come In
⭐ Respond to Google Reviews
Accountable: Cynthia
Skill Set: Jeff | Training: Brock
Frequency: As needed
👥 Organize and Lead PS Meetings
Accountable: Cynthia
Training: Rebekka
Frequency: Twice a month
🖥️ Assist with Technology Issues
Accountable: Leaders
Skill Set: Leaders | Training: Iram
Frequency: As needed
❓ Assist with PS Questions
Accountable: Cynthia
Skill Set: Rebekka | Training: Ilianna
Frequency: As needed
⚠️ Handle Complaints from RS
Accountable: Juliette
Skill Set: Cynthia/Yvonne/Elaine
Frequency: As Needed
📸 Coordinate Company Photos
Accountable: Cynthia/ShaunMonet
Frequency: As needed
📊 Monitor All Queues
Accountable: Leaders
Skill Set: Leaders | Training: Assistant Directors
Frequency: Daily
🎙️ Pull Voice Recordings
Accountable: Cynthia/Juliette
Skill Set: Yvonne | Training: Leaders
Frequency: As Needed
💵 Refund Checks
Accountable: ShaunMonet
Frequency: As needed
💼 Input Simple Plan into ADP
Accountable: Felicia
Skill Set: Jeff | Training: Shaun
Frequency: Monthly
📄 Input Principal/BCBS Invoices
Accountable: Felicia
Skill Set: Juliette
Frequency: When needed
🕐 Fix Deputy Clock Times
Accountable: Felicia
Skill Set: Cynthia
Frequency: Daily
✈️ Check/Approve PTO in ADP
Accountable: Felicia
Frequency: Daily
🆕 Input New Employees into ADP
Accountable: Felicia
Skill Set: Jeff
Frequency: As needed
⏰ Transfer Hours Deputy to ADP
Accountable: Felicia
Frequency: Twice a month
👔 Hire New Employees
Accountable: Leaders
Frequency: As needed
📚 Train New Employees
Accountable: Leaders
Frequency: As needed
🧠 Set up Personality Testing
Accountable: Felicia/ShaunMonet
Skill Set: Leader of Department | Training: Leaders
Frequency: As needed
💊 Discuss Benefits with Employees
Accountable: Felicia
Skill Set: Juliette
Frequency: As needed
🎂 Input Staff Birthdays
Accountable: Felicia
Skill Set: Cynthia | Training: Leaders
Frequency: As needed
🔄 Coordinate Shift Coverage
Accountable: Felicia
Skill Set: Leaders
Frequency: As needed
🤝 Leaders Meeting
Accountable: Jeff
Skill Set: Leaders
Frequency: Weekly
🔐 Update Robo Form or ITC
Accountable: Felicia/Barton
Skill Set: Yvonne | Training: Marissa
Frequency: As needed
📞 Creating Zultys Reports
Accountable: Jeff
Frequency: As needed
🤝 Carrier Ambassador
Accountable: Barton
Skill Set: Felicia | Training: Yvonne
Frequency: As needed
💰 Reconcile Principal Invoices
Accountable: Felicia
Skill Set: CoverDesk
Frequency: Monthly
🏥 Blue Cross Verification
Accountable: Felicia
Skill Set: CoverDesk
Frequency: Monthly
💵 Aggregate Carrier Commissions
Accountable: Juliette
Skill Set: ShaunMonet | Training: Felicia
Frequency: Monthly
🚪 Opening/Closing Procedure
Accountable: Heather
Frequency: Daily
💸 Collect Dealership Cash
Accountable: ShaunMonet/Yvonne
Skill Set: Brock
Frequency: As Needed
📋 Vendor Management (W9's)
Accountable: ShaunMonet
Skill Set: Juliette
Frequency: As Needed
🚨 Fire Wardens for Suites
Accountable: Rick/ShaunMonet
Skill Set: Anyone physically available
Frequency: Semi-annually
💰 QuickBooks Updates
Accountable: ShaunMonet
Skill Set: Juliette
Frequency: Daily
👂 Listen for Workflow Pain Points
Accountable: Jeff
Frequency: Weekly
📞 Update Dealer Contact Info
Accountable: Felicia
Skill Set: Yvonne | Training: Marissa
Frequency: As Needed
🚶 MBWA (Manage by Walking Around)
Accountable: Jeff
Frequency: Weekly
🔄 Review HawkSoft Updates
Accountable: Jeff
Frequency: As Needed
💻 Review Third Party Software
Accountable: Jeff
Frequency: Monthly on the 5th
📊 Review P&L Expenses
Accountable: ShaunMonet/Jeff
Skill Set: Leaders
Frequency: Quarterly
📝 Review WHO DOES WHAT
Accountable: Jeff
Frequency: Quarterly
🤔 Question the Mundane
Accountable: Jeff
Frequency: Monthly
🔗 Review Website NEW BUSINESS Links
Accountable: Jeff
Frequency: 5th of each month
🔗 Review Website CUSTOMER SERVICE Links
Accountable: Jeff
Frequency: 5th of each month
📊 Measure Text Adoption Rates
Accountable: Jeff
Frequency: Every Monday
🔒 Update Routers/Switches Security
Accountable: Jeff
Frequency: 15th of each month
💵 Update Missing Money from Sweeps
Accountable: ShaunMonet
Skill Set: CoverDesk
Frequency: Weekly
💻 Review Tech Strategy
Accountable: Jeff
Frequency: Monthly
📧 Send Missing Money Report
Accountable: Juliette
Skill Set: ShaunMonet | Training: Felicia
Frequency: 7th of each month
📄 Send Agency W9s to Carriers
Accountable: Barton
Skill Set: Diana | Training: Efrain
Frequency: Annually and Upon Request
📍 Update Google Page
Accountable: Jeff
Frequency: As Needed
💰 Review Vendor Accounts
Accountable: ShaunMonet
Skill Set: Leaders
Frequency: Quarterly/Monthly
📋 Check Licensing Report
Accountable: Juliette
Skill Set: Barton | Training: Felicia
Frequency: 1st of the month
💵 Prepare Dealership Cash Report
Accountable: Juliette
Skill Set: ShaunMonet | Training: Felicia
Frequency: 7th of each month
📅 Check Expiring Agent Licenses
Accountable: Juliette
Skill Set: Barton
Frequency: 1st of the month
🏢 States Corporation Filings
Accountable: Jeff/Juliette
Frequency: Every December in Even Years
🛡️ Agency E&O Renewal
Accountable: Juliette
Skill Set: ShaunMonet | Training: Barton
Frequency: 2nd week in September
💼 ABill & DBill Accounting
Accountable: ShaunMonet
Training: Juliette
Frequency: Daily
🔄 Update Carrier Portal
Accountable: Barton
Skill Set: Michelle | Training: Diana
Frequency: Upon Request
📜 CA Broker Bond Renewal
Accountable: Juliette
Skill Set: Richard | Training: Barton
Frequency: December 15th
✅ E-Verification New Employee
Accountable: Juliette
Skill Set: Felicia | Training: ShaunMonet
Frequency: When someone is hired
💰 Prepare IA Commissions
Accountable: Juliette
Training: ShaunMonet/Felicia
Frequency: Monthly by 16th
💵 Prepare Commission & Spiff Payroll
Accountable: Felicia
Frequency: 1st/16th of each month
📋 Complete Carrier Appointment
Accountable: Barton
Skill Set: Juliette | Training: ShaunMonet
Frequency: Upon Request
💸 Issue Ops/Trust Checks
Accountable: ShaunMonet/Juliette
Skill Set: Jeff
Frequency: Upon Request
🏦 Check NBA Positive Pay
Accountable: ShaunMonet/Juliette
Skill Set: Jeff
Frequency: As needed
📊 Reconcile Daily Trust Sweeps
Accountable: ShaunMonet/Juliette
Frequency: Weekly for prior week
🚗 Pay DriveTime for Quotes
Accountable: ShaunMonet
Skill Set: Juliette | Training: Felicia
Frequency: Monthly
🚗 Invoice DriveTime Downpayments
Accountable: ShaunMonet
Skill Set: Juliette | Training: Felicia/Yvonne
Frequency: Monthly by 7th
📧 Email Bank Statements to CoverDesk
Accountable: ShaunMonet
Training: CoverDesk
Frequency: Monthly
💰 Reconcile Agency Bill Statements
Accountable: ShaunMonet
Skill Set: Juliette | Training: CoverDesk
Frequency: Monthly
💳 Categorize AmEx Expenses
Accountable: ShaunMonet
Skill Set: Juliette | Training: Felicia/Cynthia
Frequency: Monthly
💵 Re-count Cash vs HawkSoft
Accountable: ShaunMonet
Skill Set: Rick
Frequency: Twice Weekly
📬 Collect Commission Checks
Accountable: ShaunMonet
Training: Caryme
Frequency: Monthly
🏦 Prepare Commission Checks Deposit
Accountable: ShaunMonet
Frequency: Monthly
🖥️ Tech Support for Rightsure
Accountable: Felicia/Jeff
Skill Set: Leaders
Frequency: As Needed
🌐 Turborater for Websites
Accountable: Felicia
Skill Set: Barton | Training: Yvonne
Frequency: As Needed
🔧 Rightrater.com Issues
Accountable: Jeff
Frequency: As Needed
📅 Management Controlling Calendar
Accountable: Jeff
Frequency: As Needed
🌐 GoDaddy Management
Accountable: Jeff
Frequency: As Needed
💬 Zoho Connect
Accountable: Jeff
Frequency: As Needed
📁 Zoho WorkDrive - Rightrater
Accountable: Felicia
Skill Set: Yvonne | Training: Marissa
Frequency: As Needed
📁 Zoho WorkDrive - Company Wide
Accountable: Felicia
Frequency: As Needed
⚙️ Zoho Creator - Rightrater
Accountable: Jeff
Frequency: As Needed
🔐 ITC Companies Review
Accountable: Felicia/Barton
Skill Set: Jeff
Frequency: As Needed
🤝 Meet with Preferred Carrier Reps
Accountable: Barton
Skill Set: ShaunMonet
Frequency: As Needed
🤝 Meet with Commercial Carrier Reps
Accountable: Barton/Rick
Skill Set: ShaunMonet
Frequency: As Needed
📧 Answer Zultys Faxes & Inboxes
Accountable: Diana
Frequency: As They Come In
📋 Assign Webtricity Quotes
Accountable: Diana
Frequency: As They Come In
📞 Zultys Support
Accountable: Cynthia
Skill Set: Jeff/ShaunMonet
Frequency: As Requested
⚙️ Zoho Creator - Retail
Accountable: Felicia/Jeff
Skill Set: Barton
Frequency: As Needed
📊 Audit by Agency Request
Accountable: Michelle A
Skill Set: Pablo | Training: Diana/Efrain
Frequency: Upon Request
📝 Progressive Memos - Agency
Accountable: Michelle A
Skill Set: Diana
Frequency: As Needed
📝 Progressive Memos - Client
Accountable: Michelle A
Skill Set: Diana
Frequency: As Needed
📊 Carrier CRM in Zoho
Accountable: Michelle A
Skill Set: Barton
Frequency: As Needed
📄 Modify Auto Coverage PDF Forms
Accountable: Diana
Frequency: As Needed
📄 Modify Home Disclosure PDF Forms
Accountable: Diana
Frequency: As Needed
📧 Manage INFO/PS/PolicyHelp Inboxes
Accountable: Diana
Frequency: As Needed
💬 Process Applica Messaging
Accountable: Diana/Efrain
Frequency: Daily
📊 Bind Online Export for Pablo
Accountable: Efrain
Frequency: Weekly
📦 Ship Apps for Rightrater
Accountable: Michelle A/Pablo
Skill Set: Efrain
Frequency: Daily
🧹 Active Policies Clean-up
Accountable: Efrain
Frequency: Weekly
📥 HawkSoft Downloads
Accountable: Efrain
Frequency: Daily
📊 Twilio Export for Sentiment Analysis
Accountable: Efrain
Frequency: Daily
🔄 HawkSoft Unmatched Downloads
Accountable: Efrain
Frequency: Daily
🛡️ Afford E&O Proof
Accountable: Diana
Skill Set: Barton
Frequency: As Requested
✍️ Sign Zoho Apps for RR
Accountable: Pablo
Skill Set: Michelle A | Training: Efrain
Frequency: Daily
📞 Answer Spanish Calls
Accountable: Pablo
Skill Set: Elaine/Cynthia
Frequency: Daily
📊 Daily Spanish Speaker Report
Accountable: Pablo
Skill Set: Diana | Training: Efrain
Frequency: Daily
📉 Remove Uprates on Auto Policies
Accountable: Cynthia
Skill Set: PS
Frequency: Daily
📄 RR Trailing Docs Upload
Accountable: Pablo
Skill Set: Diana | Training: Efrain
Frequency: Daily
📧 Resend Incomplete Apps
Accountable: Pablo
Skill Set: Michelle | Training: Efrain
Frequency: Daily
📝 Input Rightrater Client Info
Accountable: Pablo/Efrain
Skill Set: Diana
Frequency: Daily
✍️ Co-Esig for Signatures
Accountable: Pablo
Training: Michelle A
Frequency: Daily
📧 Attach E-Sig Apps
Accountable: Pablo
Training: Michelle A
Frequency: Daily
📋 Bind Online Policies Sold
Accountable: Pablo
Training: Efrain
Frequency: Varies
🚨 Claims Requests
Accountable: Juliette
Skill Set: Cynthia | Training: Yvonne
Frequency: As Needed
📈 Preparing Uprates
Accountable: Pablo
Skill Set: Michelle A
Frequency: Daily
🚫 Add Excluded Driver to Apps
Accountable: Pablo
Skill Set: Michelle A
Frequency: Varies
📠 Zultys Incoming Faxes
Accountable: Juliette
Training: Diana
Frequency: As They Come In
💰 Remit Returned Commissions
Accountable: ShaunMonet/Juliette
Frequency: Monthly
🔗 Coordinate Activations
Accountable: ShaunMonet/Barton
Skill Set: Leaders
Frequency: As Needed
🚰 Backflow Testing Sierra Vista
Accountable: Juliette/ShaunMonet
Skill Set: Jennifer G
Frequency: Yearly in September
📞 NAG Vendors for Service
Accountable: ShaunMonet
Skill Set: Barton
Frequency: As Needed
🏢 Opening Sierra Vista
Accountable: Jennifer Griffis
Skill Set: Jill | Training: Leaders
Frequency: Daily
💵 Prepare Petty Cash
Accountable: Jennifer Griffis
Skill Set: Jill | Training: Leaders
Frequency: Daily
💰 End of Day Deposit Prep
Accountable: Jennifer Griffis
Skill Set: Jill | Training: Leaders
Frequency: Daily
🏦 Go to the Bank
Accountable: Jennifer Griffis
Skill Set: Jill | Training: Leaders
Frequency: Weekly
🍽️ Lunchtime
Accountable: Jennifer Griffis
Skill Set: Jill | Training: Leaders
Frequency: Daily
🧹 Clean SV Office Weekly
Accountable: Jennifer Griffis
Skill Set: Jill | Training: Leaders
Frequency: Weekly
🧹 Clean SV Office Daily
Accountable: Jennifer Griffis
Skill Set: Jill | Training: Leaders
Frequency: Daily
📦 Order SV Supplies
Accountable: Jennifer Griffis
Skill Set: Jill | Training: Leaders
Frequency: Monthly
🌱 Water SV Plants
Accountable: Jennifer Griffis
Skill Set: Jill | Training: Leaders
Frequency: Every Other Day/Weekly
🧹 Clean SV Office
Accountable: Jennifer Griffis
Skill Set: Jill | Training: Leaders
Frequency: Daily
🔒 Closing Sierra Vista
Accountable: Jennifer Griffis
Skill Set: Jill | Training: Leaders
Frequency: Daily
🗑️ Take SV Trash to Side Building
Accountable: Jennifer Griffis
Skill Set: Jill | Training: Leaders
Frequency: Monday and Thursday
💵 Pick Up Cash from Dealers
Accountable: Yvonne
Skill Set: Brock | Training: Brock
Frequency: Monthly
🎁 Send Birthday Gift Cards
Accountable: Felicia
Skill Set: Cynthia | Training: ShaunMonet
Frequency: As Needed
📊 Financial Covenant Reports
Accountable: Jeff
Frequency: Quarterly
📢 Agency Acquisition Notification
Accountable: Juliette/ShaunMonet
Skill Set: Jeff | Training: Barton
Frequency: Upon Request
📈 Shareholder Communications
Accountable: Jeff
Frequency: Annually
📄 Scan Payments to Zoho
Accountable: Heather
Frequency: 15th & 30th of Month
💳 Retrieve Financial Statements
Accountable: ShaunMonet
Training: CoverDesk
Frequency: Monthly
👤 HawkSoft Setup New Employees
Accountable: ShaunMonet
Skill Set: Cynthia | Training: Leaders
Frequency: Upon Request
🎥 Set Up Benefits Meetings
Accountable: Felicia/Juliette
Skill Set: ShaunMonet
Frequency: Annually
🎄 Private Client Xmas Gifts
Accountable: ShaunMonet
Skill Set: Home Team
Frequency: Annual
🪑 Order Office Furniture
Accountable: ShaunMonet
Skill Set: Brock | Training: Leaders
Frequency: As Needed
📅 Coordinate Executive Calendar
Accountable: ShaunMonet
Skill Set: Leaders
Frequency: Upon Request
💰 Pull Monthly Deductions
Accountable: Felicia
Skill Set: Juliette | Training: CoverDesk
Frequency: Once a Month
📬 Scan Daily Mail
Accountable: Caryme
Skill Set: Sada
Frequency: Daily
☕ Coffee and Office Supplies
Accountable: Melissa
Frequency: As Needed
📚 Front Office Retail Training
Accountable: ShaunMonet
Skill Set: Rebekka
Frequency: As Needed
💬 Discuss Carrier Changes
Accountable: Barton
Skill Set: Diana | Training: Efrain
Frequency: As Needed
👀 Watch RightRater Queue
Accountable: Leaders
Frequency: Daily
📋 Disciplinary Conversation
Accountable: Yvonne
Skill Set: Felicia | Training: Marissa
Frequency: As Needed
📺 Change TV PowerPoints
Accountable: Heather
Skill Set: Jeff | Training: Leaders
Frequency: As Needed
✨ Manage Beautification Process
Accountable: Rebekka
Frequency: 6th of each month
📅 Check Event Calendars
Accountable: Jeff
Frequency: Daily
✍️ Write Blogs for Brand
Accountable: Jeff
Frequency: 2-3 Times a Week
📊 Survey Coworkers for Blog Topics
Accountable: Jeff
Skill Set: Leaders
Frequency: Twice Monthly
🔍 Keyword Search
Accountable: Jeff
Skill Set: Leaders
Frequency: Once a Week
🔎 Research Competitor SEO
Accountable: Jeff
Skill Set: Leaders
Frequency: Once a Week
📊 Google Analytics - Rightsure
Accountable: Jeff
Skill Set: Leaders
Frequency: Daily
📊 Google Analytics - Rightrater
Accountable: Jeff
Skill Set: Leaders
Frequency: Daily
📊 Google Analytics - InsureMyVespa
Accountable: Jeff
Skill Set: Leaders
Frequency: Daily
📊 Google Analytics - Inshurents
Accountable: Jeff
Skill Set: Leaders
Frequency: Daily
📊 Google Analytics - BeInsured
Accountable: Jeff
Skill Set: Leaders
Frequency: Daily
📌 Pinterest Analytics
Accountable: Jeff
Skill Set: Leaders
Frequency: Daily
📱 Create Social Media Ads
Accountable: Jeff
Skill Set: Allison
Frequency: As Needed
🌐 Update Rightrater Site Content
Accountable: Jeff
Skill Set: Allison
Frequency: As Needed
👥 Update Staff Page
Accountable: Diana
Frequency: As Needed
🌐 Update Rightsure Site Content
Accountable: Diana
Skill Set: Allison
Frequency: As Needed
🌐 Send Requests to Banyan Theory
Accountable: Jeff
Skill Set: Allison
Frequency: As Needed
🌐 Update Rightsure.info Content
Accountable: Jeff
Skill Set: Allison
Frequency: As Needed
📱 Rightsure Social Media Content
Accountable: Jeff
Skill Set: Joel Singer | Training: Michelle A
Frequency: Daily
📱 Rightrater Social Media Content
Accountable: Jeff
Skill Set: Joel Singer | Training: Michelle A
Frequency: Daily
📱 BeInsured Social Media Content
Accountable: Jeff
Skill Set: Allison
Frequency: Daily
📱 Inshurents Social Media Content
Accountable: Jeff
Skill Set: Allison
Frequency: Daily
📱 InsureMyVespa Social Media Content
Accountable: Jeff
Skill Set: Allison
Frequency: Daily
✍️ Inshurents Blog Content
Accountable: Jeff
Skill Set: Allison
Frequency: Daily
🎥 Create Social Media Videos
Accountable: Jeff
Skill Set: Joel Singer
Frequency: Semi-Weekly
🏢 Google My Business Content
Accountable: Jeff
Skill Set: Jeff
Frequency: Once a Week
📚 Digital Marketing Education
Accountable: Jeff
Frequency: As Needed
📅 Marketing Assistant Schedule
Accountable: Jeff
Frequency: Once a Week
📊 Training/Rep Meeting Analytics
Accountable: Barton
Skill Set: Leaders
Frequency: When Requested
📬 Mail Welcome Magazine
Accountable: Jeff
Skill Set: ShaunMonet | Training: Caryme
Frequency: Every Friday
📰 Media Inquiry Contact
Accountable: Barton/ShaunMonet
Skill Set: Jeff
Frequency: As Needed
🤝 Sponsorship Liaison
Accountable: Barton/ShaunMonet
Skill Set: Jeff
Frequency: As Needed
🎓 Train Staff on Sponsorships
Accountable: Jeff
Skill Set: ShaunMonet
Frequency: As Needed
📄 Create Collateral and Fliers
Accountable: Jeff
Skill Set: Michelle A
Frequency: As Needed
📋 Review Who Does What Quarterly
Accountable: Jeff
Skill Set: Leaders
Frequency: Quarterly
⭐ Improve Post-Purchase Experience
Accountable: Jeff
Skill Set: Joel Singer
Frequency: Weekly
🎯 Marketing & Innovation Focus
Accountable: Jeff
Frequency: Daily
❓ Daily Problems Review
Accountable: Jeff
Frequency: End of Every Day
💡 Daily Solutions Review
Accountable: Jeff
Frequency: End of Every Day
🚶 MBWA - Manage by Walking Around
Accountable: Leaders
Frequency: Weekly
🎂 Recognize Employee Birthdays
Accountable: Leaders
Frequency: As Needed
🎉 Recognize Employee Anniversaries
Accountable: Leaders
Frequency: As Needed
📬 Pick Up Mail Downstairs
Accountable: Caryme
Skill Set: Sada
Frequency: Daily
📞 Assign New Business Callbacks
Accountable: Elaine
Skill Set: Jill | Training: Brianna
Frequency: Daily
🔍 RateGuard Reviews
Accountable: Elaine/Jill
Skill Set: Juliette | Training: Brianna
Frequency: Daily
👥 Contact Home Group Members
Accountable: Elaine
Skill Set: Felicia
Frequency: As Needed
🎭 Obtain Holiday Party Entertainment
Accountable: ShaunMonet/Cynthia
Skill Set: Leaders
Frequency: As Needed
💰 Sign Employees Up for Simple IRA
Accountable: Felicia
Skill Set: Juliette | Training: ShaunMonet
Frequency: As Needed
🌳 Creating Decision Trees
Accountable: Jeff
Skill Set: Barton
Frequency: As Needed
🔄 Internal Carrier Rewrites
Accountable: Michelle A
Training: Pablo
Frequency: As Needed
📄 Document Scanning for Acquisitions
Accountable: Michelle A
Training: Melissa
Frequency: As Needed
✅ Daily CO Esign Audit
Accountable: Pablo
Skill Set: Michelle A
Frequency: Daily
📮 Prepare Mail with Stamps.com
Accountable: Caryme
Skill Set: Sada
Frequency: Daily
🎄 Holiday Party Main Contact
Accountable: ShaunMonet
Skill Set: Felicia/Leaders
Frequency: Annually
💌 Create Evites for Employee Events
Accountable: ShaunMonet/Felicia
Skill Set: Marcelino
Frequency: As Needed
📤 Upload Signed App to Carrier
Accountable: Pablo
Skill Set: Michelle A
Frequency: Daily
🔄 Backup for Diana
Accountable: Cynthia
Skill Set: Rebekka
Frequency: As Needed
📋 Follow Up Event Attendees
Accountable: ShaunMonet/Felicia
Skill Set: Leaders
Frequency: As Needed
📠 eFax Logs Check
Accountable: Cynthia
Training: Diana
Frequency: Monthly
🎓 Scholarship Program
Accountable: Jeff
Frequency: Annually
📚 Coordinate Carrier Training
Accountable: Barton
Frequency: Quarterly
🎉 Coordinate Social Outings
Accountable: ShaunMonet/Felicia
Skill Set: Leaders
Frequency: As Needed
🚗 Coordinate Uber Vouchers
Accountable: ShaunMonet
Skill Set: Leaders | Training: Marcelino
Frequency: Annually
📧 Respond Re App Signatures
Accountable: Pablo
Skill Set: Michelle A
Frequency: Varies
📦 Train Agents to Ship
Accountable: Pablo
Skill Set: Michelle A
Frequency: Varies
📊 Rightrater Workflow Study
Accountable: Jeff/Barton
Skill Set: Diana | Training: Efrain
Frequency: Monthly
⌨️ Manually Enter Policies
Accountable: Pablo
Training: Efrain
Frequency: Daily
🗺️ Master Succession Template
Accountable: Jeff
Frequency: Annually
👨🏫 New Employee Training Ownership
Accountable: Leaders
Frequency: As Needed
📈 Review Rewrite/Renewal Report
Accountable: Diana
Skill Set: Cynthia | Training: Rebekka
Frequency: Daily
🏠 Update HawkSoft Start Page
Accountable: Cynthia
Training: Leaders
Frequency: Daily
📋 Update HawkSoft Custom Lists
Accountable: Cynthia
Skill Set: ShaunMonet
Frequency: As Needed
💻 Add Software to New Laptops
Accountable: Cynthia
Skill Set: Joel
Frequency: As Needed
🎥 Create Videos and Blogs
Accountable: Michelle A
Training: Marcelino/Cynthia
Frequency: As Needed
✅ Audit Sold Policies
Accountable: Michelle A
Frequency: Monthly by 10th
🔀 Merge HawkSoft Clients
Accountable: Diana/Pablo
Skill Set: Michelle A
Frequency: Varies
📧 Correct Email Addresses
Accountable: Diana
Skill Set: Barton
Frequency: Upon Request
📸 Obtaining Photos
Accountable: Pablo/Efrain
Frequency: Daily
🧂 Salt Leads
Accountable: Heather
Frequency: Daily
🖨️ Check Copiers and Supplies
Accountable: Melissa
Skill Set: Heather | Training: Rick
Frequency: Weekly
🔐 Masterlock Door Security
Accountable: Felicia
Skill Set: Cynthia | Training: Leaders
Frequency: As Needed
🚪 Vortex Door Security Suite 100
Accountable: Felicia/Rick
Skill Set: Cynthia | Training: Leaders
Frequency: As Needed
🖥️ Train Server Power Up
Accountable: ShaunMonet/Rick
Skill Set: Cynthia | Training: Leaders
Frequency: As Needed
💵 Process Mortgage/Title Checks
Accountable: ShaunMonet
Skill Set: Caryme/Melissa/PS Reps | Training: Sada
Frequency: As Needed
🏢 Add/Update Carrier Setup
Accountable: Barton
Skill Set: ShaunMonet/Juliette/Cynthia
Frequency: As Needed
💻 Coordinate IT Support
Accountable: ShaunMonet
Skill Set: Cynthia/Rick
Frequency: As Needed
🔧 Manage On-Site Maintenance
Accountable: ShaunMonet
Skill Set: Leaders
Frequency: As Needed
💰 Track Employee Expenses
Accountable: ShaunMonet
Skill Set: Juliette | Training: Felicia
Frequency: As Needed
📊 Audit Rewrite/Requote Report
Accountable: Diana
Frequency: Daily
📷 Match Photos Texted In
Accountable: Efrain
Frequency: Daily
📝 Add Root Non-Download Policies
Accountable: Pablo
Skill Set: Diana
Frequency: Daily
📈 Run MVR Chargeback Reports
Accountable: Diana
Frequency: Monthly
👥 Update Webtricity Staff Page
Accountable: Diana
Frequency: As Needed
❓ Assist with Joel Questions
Accountable: Diana
Frequency: As Needed
📬 Manage Home Group Email
Accountable: Elaine
Skill Set: Jill | Training: Brianna
Frequency: Daily
📚 Manage Book Rolls
Accountable: Elaine
Skill Set: Jill
Frequency: As Needed
📚 Set-Up Book Roll
Accountable: Barton
Skill Set: Juliette | Training: Elaine
Frequency: As Needed
🚫 Manage Carrier Non-Renewals
Accountable: Elaine
Training: Jill
Frequency: As Needed
💵 Carrier Pay-Outs to Employees
Accountable: Felicia
Skill Set: ShaunMonet
Frequency: As Needed
📞 Answer Rightrater Queue Backup
Accountable: Felicia
Frequency: As Needed
📋 Rightsure Claims
Accountable: Juliette
Skill Set: Cynthia | Training: Yvonne
Frequency: As Needed
🎓 Rightrater Training New Hires
Accountable: Yvonne/Barton
Skill Set: Marissa
Frequency: As Needed
📚 Train Staff on New Carriers
Accountable: Barton
Skill Set: Zoho CRM
Frequency: As Needed
🍕 Order Meals for Office
Accountable: Leaders
Training: Caryme
Frequency: As Needed
🎬 Update RightCLIPS
Accountable: Cynthia
Skill Set: Jeff
Frequency: As Needed
📄 Update Policy Services Forms
Accountable: Cynthia
Skill Set: Diana
Frequency: As Needed
✅ Assign Tasks to Home Reps
Accountable: Elaine
Training: Jill
Frequency: As Needed