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