Agent Preferences Survey Full Name* First Last What production tracker do you use?* Racing Snail TodayApp Trakability Visual Bonus Digital Whiteboard Front Runner In Office Promo Tracker (Excel) Who do you want assigned/tagged on Auto Caution Letters to review before they are sent to policyholders?* Full Name Who handles the majority of Service in your agency?*Full Name We will tag them in tasks to double check!How do you record policy transactions in ECRM?* Start the change in ECRM which creates a Case All changes are made in NECHO, and we leave notes in household OtherPlease explain the current process for your agency:*Do you have any more steps, other than send an email IFR invitation on shopping alerts?* Yes - I have more steps to take No - We only send the IFR Invitation emailWho do you want us to assign/tag to work the Shopping Alerts?* Full Name Policy changes done online or through the app can create a case. Who should we assign them to?* Full Name BOD sends notices for Age of Principal/Assigned Driver. We update these to the day after their birthday to check the new premium. There is either a sales opportunity or a Rate Decrease Email sent. Who should we assign the task to?* Full Name Do you follow up on address changes? In Sean's office, we assume the entire household has been updated, so we close these notices automatically. We have a service person work the USPS Address Change Report from Control D monthly.* No - close these automatically Yes - we do follow upWho should we assign address change notifications to?* Full Name BOD sends notices when the MLD falls off a policy. If this was an error, we will submit the request to add it back and reference the qualifying policy in the notes. If the discount removal is accurate, who should we assign the task to follow up on getting the additional policy for the MLD?* Full Name Premium Decreases:In Sean's office, we tag the sales person that originally wrote the HH to notify them of a Premium Decrease.If we do not know who originally wrote the HH, we will pass the notification to the Office Manager who will then decide whether to call or send the U01S IFR Invite Email.How do you prefer to work your Premium Decreases?*If you are unavilable to handle a time sensitive situation, who is second in line to contact for your agency?* Full Name Do you have a date preference for the 30 day check in call with SPEED Training?* Yes NoIf No, we will schedule a time one on one to connect!What date would you like to schedule the 30 day call?* MM slash DD slash YYYY Do you have a date preference for the 60 day check in call with SPEED Training?* Yes NoIf No, we will schedule a time one on one to connect!What date would you like to schedule the 60 day call?* MM slash DD slash YYYY Do you want the optional 75 day check in call?* Yes NoYou can change your decision when the time gets closer!What time of day is the best to reach you?* Morning Mid Day Afternoon Specific TimePreferred Time of Day to receive calls:*