I attached the documents for today meeting. My apologies to not be able to send the documents about Eco choice and underwriting guideline for now. However, I will try to finish before the meeting.
Brief from last meeting
- We plan to start off the communication by solving the inside communication first.
o Creating memo or documents for every job process so that we can refer back to the documents in the future such as product and services detail, daily job process, interesting underwriting cases and FAQ.
It will be beneficial for employees.
• Fastening training process for new employees.
Can take it out to be contents to communicate.
- For newsletter,
o Agency will be the one to manage it.
Product and claim will supply the information so that agency can confidently create the contents to persuade agents.
o Claim will gather the impressive story from claim.
o Claim interesting statistics
Action
o Documents for Eco Choice and Underwriting guideline-Auto Team
Detailed documents for Eco Choice and Underwriting Guideline
Template that will be the guideline for communication
• Start off with Product development process
Draft on documents for Eco choice and underwriting guideline.
o Documents for 5 claim strength point- Claim Department
o Some sample contents from claim to supply the newsletter- Claim Department
NPS or Some statistics
Good Claim Story
o Master Manual (Start-UP)-Auto Department
Already assign team to create the process of their daily routine job – Finish by November
• Continue from the process that our intern had mapped.
• Also create memo of their jobs from now on
Ps. If I missed anything, don’t hesitate to correct me.