ASNOA U Virtual Road Trip

Question Title

* 1. What are some of your Epic Pain Points?

Suspense

Reports

Activities

Managing Renewals & Remarketing

Sales Tracking

Entering Policies

Other (please specify)

Question Title

* 2. What's falling short in your day-to-day workflows?

Emails - Outlook

Servicing

EPIC

Marketing

Quoting

Other (please specify)

Question Title

* 3. What areas would you like more training in?

EZLynx

Outlook

Carriers

Epic

Life Insurance

Comercial Lines

Personal Lines

Marketing Automation

Other (please specify)

Question Title

* 4. Give us specifics of what you would like to see

Tips on how to get accurate Reports

More in depth on downloads/suspense

Commercial Lines start to finish workflow in Epic

Personal Lines start to finish workflows in Epic

Tips on effeciencies

Tips on Paperless

Tips on Cross Selling

Customer Service tips

Leadership and personality styles

Question Title

* 5. Would you be willing to share some of your best practices?

Yes

No

Other (please specify)

Question Title

* 6. What motivates you to come into work each day?

Knowing I help customers each and every day

For the paycheck

I like the challenge of learning something new each day

making the sale