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Database Cleanup Workshop Series - Session 3 - Shared screen with speaker view
Jennifer Alderson
23:18
Hello from Oregon. I don't have a camera on my dual monitors.
Katy
25:20
Yay you - Congratulations!!!
Jolene Sonday
26:08
Coming from a former wedding decorator/planner.... its A LOT of work.... Congrats on weeding your way thru it all!
Cristi Werth
31:18
Isn’t it Thursday??? If not I’m in trouble.
Kirsten
33:22
Can you run a report to see if phone or email isn't linked?
Cristi Werth
33:42
This list is in the handbook?? Correct?
Katy
36:12
will you give an explanation of "dead file" and ideas for best practice?
Christina Lawrence
45:04
Is it good practice to create a prospect client for every quote that is done? can you pull a report in advanced reporting for prospect client files?
Jacqui
50:53
Do you know if Dead files are reflected in the retention numbers? I was told it's not accurate if we change to dead?
Kirsten
51:55
So if you have a prospect then write the auto and it downloads will the client status automatically change form prospect to active or does it have to be done manually?
Katy
54:47
Now I'm thinking I archive too much! Is it your practice to dead file vs archive?
Kirsten
55:27
I have been archiving alot as well because I thought they are purged after 7 years?
Sara Barcarolo
56:08
What do must agencies do when a client has a Premium Finance account? We have been creating an “Other” policy to keep this information on record.
Donita
56:19
Separating Life & Health as a second location...will this work if the client also has personal (or commercial) lines in that profile?
Sara Barcarolo
56:50
Policy titles - Yacht vs. Boat… what determines this for most agencies?
Christina Lawrence
57:26
how do you create a new "location" option to be able to use that to differenciate health vs p&c
Sara Barcarolo
57:36
Worker’s Comp… which is more appropriate for policy title? "WC-S” or “Work”
Casey Armstrong
57:39
Thank you for the clarifying this, Stephen. This is exactly what I was asking. So I can get some accurate numbers.
Casey Armstrong
57:52
Sara, we use policy title WC
Donita
58:00
What level is location? Client or Policy?
Donita
59:09
Do you have a minute to show me that?
Karen
59:12
We have a client that flips houses so he buys and sells all the time. When we open his record, there are 25 tabs, some active and most cancelled. Is there a way to clean that up?
Sara Barcarolo
59:38
Wind Buy Back policies… what Policy Title would you recommend?
Liz S
01:00:03
Just show Active, from the client tab uncheck the 'Show Inactive Policies' button.
Karen
01:00:20
Thank you Liz
Cristi Werth
01:00:23
For Work Comp we use WKCP
Liz S
01:00:58
Welcome Karen. I default to this and only show inactive when needed.
Audrey Marlow
01:02:06
Regarind the Archive issue- I have an "office" set up called Archive that I add client files to. Ex: I have a former client that we will not take back, but I still get claim correspondence from and constantly need to access the file. This keeps my numbers clean and also keeps them out of my reports. Hope this helps. :)
Cristi Werth
01:03:47
I have been getting rid of old hard files and they said the policy has to be canceled for 5 years in order to purge. If that helps.
Donita
01:05:53
Sorry, back to Life & Health :) … can you show me how you would indicate a second location on the policy level? Thanks
Audrey Marlow
01:10:03
We simply use Wind
Sara Barcarolo
01:11:01
Sorry I was concerned about policy titles from the “standard accord” standpoint I appreciate the help from everyone
Katy
01:14:34
We are not currently doing our commissions on hs….with that in mind, what would be a good practice to use producer vs agent, etc
Audrey Marlow
01:15:09
If we set up a different office for Commerical at the client level- how will that reflect in Agency Intelligence? Will we see two sets of KPI's based on what drop down/filter we use?
Kirsten
01:15:20
Can we run an archive report to to then unarchive clients so they will show in retention report?
Jolene Sonday
01:16:21
We've talked a lot about how to clean up the database for the benefit of the agency reports. We recently started working with Levitate and it pulls info from specific fields for campaigns. I'm assuming the producer field is the most important field to have accurate. Does anyone know if Levitate also uses the CSR and/or agent fields?
Donita
01:17:12
How do you handle a client having multiple CSRs? At our agency, the CSR is determined by the policy type (CL, PL, or L&H). Since CSR is at the client level this creates a problem for us. Any suggestions?
Casey Armstrong
01:20:08
I am going to need to listen/watch this video again! Happy that it is recorded. So much of this class is what I needed. Thank you, Stephen.
Audrey Marlow
01:20:15
Thanks Stephen :)
Erick Johnson
01:22:04
What constitutes a Starting Customer?
Kirsten
01:22:23
That makes sense to me to. Thanks.
Christina Lawrence
01:22:29
when running reports, you can create a report for specific time frames, correct? what time frames do you usually use?
terry
01:23:38
What is Net Change based off?
Cristi Werth
01:23:39
Can you show the steps to take when we rewrite a policy for a customer so it doesn’t mess up our reports? I think you talked about this in an earlier class
Katy
01:27:01
HOW DO YOU LINK A CLIENT? Sorry not yelling ;
Beth Sena-Parker
01:27:40
Cristi you need to mark the policy that is cancelling with a status of replaced. Then on the rewritten policy, the source needs to be rewrite.
Cristi Werth
01:28:32
Beth - Thank you!!! I knew he mentioned it
Christina Lawrence
01:29:02
thank you
Liz S
01:29:19
Cristi: We also put the inception and sold dates as 01/01/1980 so it doesn't try to pay commission to the Agent as our agency only pays commission for the 1st year of new business.
Cristi Werth
01:30:05
Liz - Thank you!!
Cristi Werth
01:31:45
EXCITING!!!!!
Kirsten
01:33:28
I can run a report for client phone numbers but where would I find if the profile is linked to that number? We had TAM prior so we have many numbers w/o profile/name
Kirsten
01:34:17
Ok thank you
Cristi Werth
01:34:29
On the Linking issue - would anyone suggest to link instead of adding additional contacts ?
Wendy Lawlor
01:35:23
Check the settings box to mark Contacts as out of date after a year and it'll make you review them all to mark them up-to-date. (Kirsten)
Jill
01:35:39
We use the link for Personal client headers to their Business client headers.
Cristi Werth
01:36:20
As the parent gets older, child usually is handling things....
Katy
01:36:53
We use the client tags for that info as well
Kirsten
01:37:06
Thanks Wendy
Jolene Sonday
01:37:11
we use client tags
Teresa
01:37:29
Thank you Stephen - this was very helpful!
Cristi Werth
01:37:46
Much Appreciated everyones input
Katy
01:38:00
Thank you so much - this was wonderful!
Amelia Jach
01:38:37
Thank you everyone for participating! We appreciate the questions as it greatly adds to the content and value of this webinar!
Sara Barcarolo
01:38:45
How do we correct incorrect company or agency codes?
Christina Lawrence
01:39:15
We use the tag to document all the clients that we have discussed the new Michigan laws with. That way we know the clients we still need to speak with. It is very helpful for our agency
Leigh
01:39:17
This was awesome - great info! Can't wait for San Diego!
Amelia Jach
01:40:56
Yay for San Diego! And Stephen is presenting there as well!
Beth Sena-Parker
01:43:29
Will you be offering an advanced class for those who can't go to San Diego?
CBurkett
01:43:47
Thank you! Great instructor.
Beth Sena-Parker
01:44:00
Perfect! Thanks!!!
Cristi Werth
01:45:11
And the handout? Whatever the book was?
Karen
01:45:18
Thank you Jennifer. I had to miss last week so I'm excited to see what I missed.
Karen
01:45:36
Stephen is amazing!!!!!! Thank you for everything!