# Chubb

## 11/20/2023

### Design Sync

* Travis already supplied the team with examples
* They know what they want! Steve made a mock up.

Catalog page:

* Liked the Bubbles on Pipedrive
* Sidebar like Omnisend
* They have levels like beginner, expert, etc
* May not use user duration
* Wants to use JnJ's subcategory trick
* Vertical height of cards should all be the same!
* Using short description for course cards (250 characters)
* Tags on course cards - they will try to not overload tags
* Two levels of Branding -
  * brand.chubb.com - high level - colors, etc
  * merina design platform - super detail (how many pixels a box should be)
* Branding team is strict, but good at feedback. They will let us take a first pass and then give us feedback.
* Make this design iterative!

## 1/25/2024

### Post-launch

Correct Cert URL: `https://chubb.northpass.com/app/certificate/d5f601c5-5677-4177-9cc3-4041c8030290`
TODO: Ask Marek about custom LP notifications and adding a cert URL. {{ certificate.url }} --> is this possible?

Learning path strings together (completion page button)
custom learning path button end of course screen

## 02/15/2024

### Weekly Cadence

Sunay & Frank Questions:

* Is Northpass on a shared tenancy model?

## 02/29/2024

### SSO Updates & Success Plan Questions

* Remediation plan is needed for SSO
* Almost ready with SSO stuff.
* Moving through internal documentation today
* Tentative Launch Date: March 8th
* Steve testing Group provisioning with Felipe.
* Steve to reach out about group creation. At most, 10 groups.
* Trying to figure out how to segment agents for grouping.
* Employee training is a "nice to have" and they are free to take as many courses as they want.
* Helps them be aligned with agents

Data and Analytics:

* Once SSO is setup, Steve will be pivoting to data pass through to Chubb.
* Ask Travis id Analytics Extracts was included.
* Data lake is currently being filled.
* Looking at [Axway](https://www.axway.com/en) for connecting our systems.

Kim & what CISA is looking at from a high level:

* Agents completing courses and Data
* Data they need:
  * Who is not completing courses
  * 90 email journey - 30+ emails
  * Emails for register for training
  * Other emails directing agents to courses
  * GOAL: Complete an entire LP based on their appointment.
  * If they don't, they lose their Chubb appointment title.
  * Very uncommon for people to have both Personal and Commercial - usually one or the other
* Wants to understand inactivity nudges
* Agent status - Independent Agents & can sell Chubb products but also competitors products.

Questions from Jenelle:

* What date do they use to start counting the 90 days? Assignment date? Email journey deployment date?

Jenelle will be working on generic courses - communication skills, intro to insurance, etc.

## 03/14/2024

Soft Launch - Evening of March 22nd
Wider communication will then happen sometime after the 22nd to make sure everything is ironed out.
Brand new initiative for _all_ agents. This academy is a "nice to have" for those agents.
Used to only be available for CISA agents.
Arbitrary number: 5k sign ups before EOY.

Other goals (Steve):
* Feed info back to marketing teams
* See where critical mass is gravitating to, what's useful etc,
* Follow up campaigns - Flood campaign and Flood module/course alignment
* Lots of dates align with marketing - 7/1 is a big date.
* Marketing metrics vary by product. The main goal is policy submissions and new policies.
* CISA - they want to get new submissions from agents.
* If an agent has submitted, that's a huge win.
* This year they are trying to track submissions.
* Courses should _not_ be used to advertise submissions or marketing stuff.
* Just like webinars, this should be 90% agnostic information and then 10% Chubb-specific.

Plan on migrating webinar into the platform.

Qualtrics numbers:

* 2 check point courses with skips
* 8 people skipped the survey out of 25 completions

Steve question about SSO:

* How extensively can Northpass group people behind the scenes?

## 4/4/2024

SSO - Not live yet, but working! Tuesday 4/9 ideal go-live date. End of Day, close of business around 5pm-ish EST.

## 4/11/2024

New SSO go live date - Friday morning 4/12. Around 5am
Small update on their end.
Steve to update Auth settings and Norm/Charlie to update super admin `openid_azure` shared accounts type
Upper limit of all Agents provisioned under SSO is ~35k. "All Agent Comms" is around that number.
FYI and any collateral for Steve:
  * Chubb's North America CMO wants to leverage CE data for leads
  * Meeting with Kim & Steve's manager for that convo
  * Meeting is on Monday with CMO.
  * Steve is trying to steer the direction of not putting marketing assets into CE
  * Educational value add only. Agents will be able to tell what is authentic ed materials and what's marketing.

## 04-18-2024

* Kim is concerned about reporting. Wishes it "made more sense".
* They don't recall why someone was enrolled in a group.
* Learner Full Name is blank if First OR Last name is blank. Their SSO is only bringing over Last name.
* Steve would like the product to change that as soon as the auth page is opened, it reverts the SSO strategy.

## 04-25-2024

Employee Access Updates:
* Transitioned employee auth to Azure
* Steve can get in using SSO, but then can also switch to admin view.
* Is this normal functionality?
* They have not been able to have non-admin learners to SSO in
* They will be using qualtrics soon and passing parameters.
* Grateful for the recent MCA name changes.

## 05-02-2024

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