Meetings

0 upcoming · 5 past

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Recent

Producer interview - candidate A

Aug 7, 8:19 AM

Weekly L10

Aug 6, 8:19 AM

Travelers underwriting call

Aug 5, 8:19 AM

Weekly L10

Jul 30, 8:19 AM

Weekly L10

Jul 23, 8:19 AM

Meeting write-ups

Weekly L10

Jul 30

Scorecard reviewed, 2 measures off-track flagged (renewal quote %, claims aging). Rock review: Applied Epic sync flagged off-track, moved to Issues. 3 issues discussed, 1 solved (phone coverage), 2 carried forward. Todos: Marcus to escalate API issue to Applied Epic rep by Monday; Priya to draft account manager coverage plan.

Weekly L10

Jul 23

Q3 mid-quarter Rocks pulse. Producer hire status; renewals process check. Scorecard 3 of 8 measures below goal.

Weekly L10

Jul 16

Reviewed claims aging spike; opened claims SOP as a Rock.