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Goal: Eliminate confusion around contracting. SuranceBay overview Contracting timeline Appointment statuses Submitted BGA At Carrier Producer E&O requirements FFM requirements Welcome emails Why appointments take time Common contracting mistakes Who to contact for what Takeaway: Agents understand the contracting process and know what to expect. Host: Gwen Szymanski, Contracting/ EX Assistant - PSA MEET HERE |
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Introducing Tech Time Tech Time is a spinoff of Power Hour designed to take the technology side of topics introduced in Power Hour and go a little deeper. These monthly, one-hour sessions will provide a hands-on, workshop-style environment where you can learn, explore, and put useful tech tools into practice. Each session will feature mini […] |
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Goal: Review the year's most important tools and answer questions. Quick recap of previous Power Hours Most common questions Hidden features in Google Workspace Favorite productivity tips Agent-requested topics Open discussion Suggestions for future Power Hours Takeaway: Agents leave feeling prepared for the new year with a better understanding of PSA systems. Host: Gwen Szymanski, […] |
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