Rightsure Workflow Hub
Find and follow step-by-step guides for all tasks
📦 Send out Rightrater Goody Boxes
💻 Creator to HawkSoft Policies Sold
❌ Process Cancellations
📞 Answer Customer Phone Calls
📊 Generate Monthly Reports
📦 Send out Rightrater Goody Boxes
Step 1: Get the Goody Boxes from Storage
Go to the storage area and pick up the goody boxes that need to be sent out. Make sure you have enough boxes for all the recipients.
Step 2: Find the List of People
Look at the list of Rightrater recipients who should get goody boxes. This list tells you who needs a box and where to send it.
Step 3: Check What Goes Inside
Make sure each goody box has all the right items inside. Look at the checklist to see what should be in every box.
Step 4: Pack Each Box Carefully
Put all the items neatly into each goody box. Make sure nothing is missing and everything fits nicely.
Step 5: Write the Address Labels
Write or print address labels for each person on your list. Make sure the addresses are correct and easy to read.
Step 6: Put Labels on the Boxes
Stick the address labels on the outside of each goody box. Put them in a spot where they can be seen easily.
Step 7: Add Postage or Shipping Labels
Put stamps or shipping labels on each box so they can be mailed. Make sure you use enough postage for the weight of the box.
Step 8: Take Boxes to the Post Office
Bring all the goody boxes to the post office or shipping center. Give them to the postal worker to be sent out.
Step 9: Write Down Tracking Numbers
If you get tracking numbers, write them down next to each person's name. This helps you know when the boxes arrive.
Step 10: Tell Your Boss You're Done
Let your supervisor know that all the goody boxes have been sent. Tell them how many boxes you mailed and when you sent them.
💻 Creator to HawkSoft Policies Sold
Step 1: Open the Creator Program
Turn on your computer and open the Creator software where all the new policies are kept. Log in with your username and password.
Step 2: Find the New Policies
Look for all the new policies that were sold recently. These are the policies that need to be moved to HawkSoft.
Step 3: Check Each Policy
Make sure each policy has all the important information filled in correctly, like the customer's name, address, and policy details.
Step 4: Export the Policies
In Creator, click the button to export or download the policies. Save them to your computer in a place you can easily find.
Step 5: Open HawkSoft
Now open the HawkSoft program on your computer. Log in with your username and password.
Step 6: Go to the Import Section
In HawkSoft, find the section where you can import or add new policies. This is usually in a menu at the top.
Step 7: Upload the Policy File
Click the button to upload or import policies. Find the file you saved from Creator and select it to upload.
Step 8: Match the Information
HawkSoft might ask you to match information fields. Make sure customer names, addresses, and policy numbers go in the right places.
Step 9: Check That Everything Transferred
Look at the policies in HawkSoft to make sure they all came through correctly. Check that no information is missing.
Step 10: Mark Policies as Complete
Once everything looks good, mark the policies as transferred in Creator. This way you know these policies are done and won't be transferred again.
❌ Process Cancellations
Step 1: Get the Cancellation Request
Look for the customer's request to cancel their policy. This might come from an email, phone call, or letter.
Step 2: Find the Customer's Policy
Open your computer system and search for the customer's policy using their name or policy number.
Step 3: Check Why They Want to Cancel
Read or ask why the customer wants to cancel. Write down their reason so you have a record of it.
Step 4: Look at the Policy Details
Check when the policy started and when it ends. See if there are any fees for canceling early.
Step 5: Calculate Any Refund Money
Figure out if the customer should get any money back. Use the calculator or computer to see how much they paid and how much time is left.
Step 6: Fill Out the Cancellation Form
Complete the cancellation form with all the information: customer name, policy number, cancellation date, and reason.
Step 7: Get Approval from Your Manager
Show the cancellation form to your manager or supervisor. Ask them to review and approve the cancellation.
Step 8: Process the Cancellation in the System
Once approved, enter the cancellation into the computer system. Mark the policy as canceled with the correct date.
Step 9: Send Money Back if Needed
If the customer gets a refund, process the payment. Send them a check or refund their credit card.
Step 10: Send a Letter to the Customer
Write or send an email to the customer confirming their policy is canceled. Tell them about any refund they will receive.
📞 Answer Customer Phone Calls
Step 1: Answer the Phone Politely
When the phone rings, pick it up and say "Thank you for calling Rightsure, this is [your name]. How can I help you today?"
Step 2: Listen Carefully to the Customer
Pay attention to what the customer is saying. Don't interrupt them. Let them finish telling you what they need.
Step 3: Write Down Important Information
Take notes about what the customer needs. Write down their name, policy number, and what they are calling about.
Step 4: Ask Questions if You Need More Information
If you don't understand something, it's okay to ask questions. Say "Can you tell me more about..." or "Just to make sure I understand..."
Step 5: Look Up Their Information
While talking with the customer, look up their account on the computer. This helps you see their policy and any past conversations.
Step 6: Help Solve Their Problem
Do your best to answer their questions or fix their problem. Use the information on your computer and what you know about policies.
Step 7: Transfer to Someone Else if Needed
If you can't help with their question, that's okay! Transfer them to someone who can. Tell the customer who you're transferring them to.
Step 8: Summarize What You Discussed
Before ending the call, repeat back to the customer what you talked about and what will happen next. Make sure they understand.
Step 9: Ask if They Need Anything Else
Say "Is there anything else I can help you with today?" Give them a chance to ask more questions.
Step 10: End the Call Nicely and Write Notes
Thank the customer for calling and say goodbye. Then write notes in the computer about what you discussed so other workers can see it later.
📊 Generate Monthly Reports
Step 1: Open the Reporting Software
Turn on your computer and open the program where all the company information is stored. Log in with your username and password.
Step 2: Choose the Right Month
Select which month you need to create a report for. Make sure you pick the correct dates from the first day to the last day of that month.
Step 3: Pick What Information to Include
Decide what information should be in the report. This might include sales numbers, new customers, canceled policies, or money collected.
Step 4: Run the Report
Click the button to create or generate the report. The computer will gather all the information and put it together for you.
Step 5: Check That the Numbers Look Right
Look at the report carefully. Make sure the numbers make sense and nothing looks wrong or missing.
Step 6: Make Charts or Graphs
If needed, create charts or graphs to show the information in a picture. This makes it easier for people to understand the numbers.
Step 7: Write a Summary
Write a short paragraph at the top of the report explaining what the numbers mean. Tell if things went up or down compared to last month.
Step 8: Save the Report
Save the finished report on your computer in the right folder. Give it a clear name like "Rightsure Monthly Report - October 2024."
Step 9: Send the Report to Your Boss
Email the report to your manager or supervisor. Write a short message explaining that the monthly report is attached.
Step 10: Print and File a Copy
Print one copy of the report and put it in the filing cabinet. This way you have a paper backup in case you need it later.