- Human Resources (HR)
- Application
- Request forms Add and Delete
- Branch Manager Responsibilities
- Hiring & Training Employees
- Make sure all employees get full training on our training portal
- Updating us when employee no longer works through portal-Add & Delete Users
- Product Training -PL & CL
If Need help in regards to planning some training we can help to a degree.
- Approvals– Staff and producer approvals need to go to Branch Manager and only Branch manager will contact us.
- Quality Control- Make sure you and your staff is up to date and maintains quality of business. You must audit your staff files time to time and maintain records for our audits..
- Compliance
- Insurance reports
- Binder Control
- Accounts receivables
- Aaxel Policies
- Abeyances/Activities
- Notes
- Use correct broker codes and let your staff know as well
- Advertisement -all types
- Privacy policy/ customer data and data of other producer customers
- Compliance with Ours and insurer requirements:
- Notes of all discussions with client in our BMS
- Insurer initiated initiatives e.g. TAG, Sewer Backup etc. Make sure
- Call customer
- Email client “ as discussed….”
- NSF letters
- Recommendations after inspection
- Account Receivables
- Receiving documents and or cheques: Date and time stamp