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Agency Assessment Leadership Course
Agency Assessment Leadership Course Introduction
Welcome - Getting Started (1:08)
A Few Notes From Our Attorney
About Your Instructor - Kelly Donahue-Piro (5:09)
Downloadable Resources - Agency Assessment Leadership Guide
Resources & Team
Logging Into the Agency Performance Pack (1:26)
Meet the APP Team
Agency Assessment Month 1: Onboarding
Month 1 Checklist (1:26)
Agency Assessment Kick Off Call 1 (2:38)
Agency Assessment Kick Off Call 1 - Agenda (2:43)
Telling Your Team About The Agency Assessment (3:55)
Team Meeting Agenda (17:04)
Post Meeting Advice (3:24)
Agency Assessment Course (3:05)
Agency Assessment Secret Shopper Calls (3:43)
Agency Assessment Report Review (7:50)
Agency Assessment Team Survey (4:32)
Kick Off Call 2 (1:32)
Call 2 - Secret Shopper Call Results Review (3:11)
Call 2- Agency Assessment Report Review (4:59)
Call 2 - Agency Assessment Team Survey Review (3:27)
Agency Assessment Month 2
Onsite Team Interview Preparation (3:50)
Agency Assessment Leadership Planning Day (4:35)
Pre-Assessment Leadership Planning Day Homework (5:38)
Month 3: Develop
Bi-Weekly Calls (1:52)
Job Descriptions (2:01)
Recruiting (2:08)
Metrics (2:15)
Incentives (2:59)
Agency Standards (2:06)
Execute The Plan (2:24)
Agency 2.0 Planning (2:16)
Month 4: Agency 2.0
Off Site Meeting (1:37)
Vision Portion of the Meeting (1:25)
Values Portion of the Meeting (1:59)
Structure Portion of the Meeting (1:40)
Metrics Portion of the Meeting (2:08)
Incentive Portion of the Meeting (1:20)
Fun Portion of the Meeting (1:45)
Issue Tracker Portion of the Meeting (2:00)
Change Management Portion of the Meeting (1:37)
Month 5: Execution
Bi-Weekly Meeting (1:37)
Execute Agency 2.0 Plans (1:55)
Issue Tracker (1:36)
Metrics & Goals (2:11)
Communication & Meetings (2:26)
Fun (3:47)
Plan & Execute: Get Your Management System Reports Together
Welcome & Please Take Note
Hawksoft - Diva of Insurance w. Stephen Harrington
Vertafore AMS 360 - Insurance Automation w. Michael Trouillon (78:24)
Applied Epic - Alexant w. Sue Good
Stakwise - Ezlynx
Other Systems
Month 6: Confirm
Evaluations (1:41)
Planning for Time Management (0:55)
Teach online with
Applied Epic - Alexant w. Sue Good
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