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DAILY PROCESS
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Marjorie ( SoS)Vonage Call Recording and Farmers Downloads
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Download matching
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Amazon Workspace
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Mail (handling incoming mail scanned in)
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EZLynx Checklists (Additional Policy / New Customer / Policy Change Request)
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COI (First 2 Hours)
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Warta Mail
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QA
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Carla (10PM-7AM)Download matching
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Document Retrieval
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EZLynx Checklists (Additional Policy / New Customer / Policy Change Request)
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COI (After Ysobel's Shift)
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LorieUnresolved Text Messages
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Hello Inbox
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PaulEZLynx Checklists (Additional Policy / New Customer / Policy Change Request)
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ChristianEZLynx Checklists (Additional Policy / New Customer / Policy Change Request)
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Download matching
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Weekly Process
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Marjorie ( SoS)
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Policy Change Request
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Manual Policy Checker
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Company Recording Downloads
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New Business Checker
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Carla (10PM-7AM)Every Monday: Weekly APP Report
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Every Monday: Weekly Overdue Task Report
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Every Friday: Weekly Operations Report
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Expiring Licenses Reminder Email
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Google Classroom Reminder Email
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Email Tracker Reminder Email
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LorieManual Policy Checker
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Sales Center Report
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TotalCSR Weekly Activity
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WOW Customer Service for AMs and Technicians (Monthly)
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Carrier Login/Website Tracker
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Referrals Report & Gift Card Sending
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SMART Rewards Report (Weekly Follow Up/Monthly Sending)
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EZLynx University Completion Tracker
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Retention Center - Expired List
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Retention Center - Expiration List
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Schedule sending of APP reports to Louis and APP reporting distro
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Streetsmart Google Reviews
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Special Tasks Process
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Marjorie ( SoS)QA
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Pulse Report Review / New Business Report Review
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Attending to Tasks/Requests via Email
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Updating / Adding Process in Operations Processes Flow Google doc
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Automation Center Scrubbing
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Email Template Clean up
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Accounting Checklists Changes
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AW Warta Agency Acquisition
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Attorney AgencyVA
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Carla (10PM-7AM)Onboarding/Offboarding
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Licensed Agents Appointment in Carriers
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Attending to Tasks/Requests via Email
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Updating / Adding Process in Operations Processes Flow Google doc
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Carrier Login Requests
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E&O Submissions
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LoriePulse Report
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Streetsmart Google Sites / Process Updates / Document Clean Up
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Automations (Checking/Updating WF/Checklists/Email Campaigns Template)
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Directory
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DailyBot
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AW Warta Agency Acquisition
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Holiday/Out of Office Process and Compliance Checking
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Employee Handbook and Contract
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StreetSmart Website (WordPress)
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Attending to Tasks/Requests via Email
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Logins to training portals
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Running WFs for certain insured or processing tasks for certain insureds if advised by Sir Carlo via email
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Updating Sales center client / deleting for agents
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Google Survey Forms Creation
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Updating / Adding Process in Operations Processes Flow Google doc
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AppliedNet Registration and Hotel Booking
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Google Classroom Quizzes
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ChristianNatGen Policy Review (Checking for PhysDam Coverage)
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PaulGoogle Calendar (Holidays)
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Agency Bill Update
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