Suggested Agency Intranet Content

 

1.  Company goals, strategy, results

2.  Daily news – birthdays, announcements, visitors, etc.

3.  HR manual

4.  HR forms

5.  Professional Development – tips, articles, related Internet links

6.  Job postings

7.  Procedures manuals and department workflows

8.  Cheat sheets such as the easy quote forms, qualifying forms, certificate questions to ask and other templates

9.  Letter-writing library – CL audits, policy and endorsement delivery, need for information, etc.

10. Carrier info – contact directory, company info – website addresses, commission schedules, billing, rating,     underwriting criteria, bulletins, newsletters, etc.

11.  Vendor contact info

12. Links to industry sites

13. Underwriting information resources such as Agency-on-line or Silverplume

14. Online training programs and tutorials – Excel, PowerPoint, etc.

15. Systems information – alerts, upgrades, status, etc.

16. New employees – pictures and bios

17. Employee roster, contact info, bios, pictures

18. Vacation calendar

19. Out-of-office calendar

20. Company event calendar – agency meetings, employee events

21. Key client contact info and links to their websites

22. Client news

23. Education opportunities

24. In-house library – books, audios, videos, etc.

25. CE credit status

26. Links to insurance publications

27. Agency committee activities – community service, fun/spirit, kudos, education

28. Mailings and marketing info sent to clients

29. Q&A bulletin board – managed by a designated employee

30. Sales success stories

31. Claim success stories

32. Client testimonials about employees