From 413ecc10405152c4d6bf1ed3664b906038a3f68a Mon Sep 17 00:00:00 2001 From: Norm Rasmussen Date: Wed, 3 Jul 2024 18:58:39 -0400 Subject: [PATCH] Anthology head file for a custom redirect. Chubb and Todos. Oh and a customer alert banner for Artera. --- .../Anthology-Redirect/_head.html.liquid | 4 ++++ .../Artera_prod/_header.html.liquid | 6 +++--- .../Artera_prod/_sub_navigation.html.liquid | 2 +- .../Artera_prod/homepage.html.liquid | 6 ++++++ CustomerNotes/Chubb/Chubb.md | 16 ++++++++++++++++ Todos.md | 15 +++++++++++++++ 6 files changed, 45 insertions(+), 4 deletions(-) create mode 100644 Custom_Templates/customer_templates/Anthology-Redirect/_head.html.liquid diff --git a/Custom_Templates/customer_templates/Anthology-Redirect/_head.html.liquid b/Custom_Templates/customer_templates/Anthology-Redirect/_head.html.liquid new file mode 100644 index 00000000..e9ace106 --- /dev/null +++ b/Custom_Templates/customer_templates/Anthology-Redirect/_head.html.liquid @@ -0,0 +1,4 @@ + + diff --git a/Custom_Templates/customer_templates/Artera_prod/_header.html.liquid b/Custom_Templates/customer_templates/Artera_prod/_header.html.liquid index d4f6224c..f9f2b55f 100644 --- a/Custom_Templates/customer_templates/Artera_prod/_header.html.liquid +++ b/Custom_Templates/customer_templates/Artera_prod/_header.html.liquid @@ -221,7 +221,7 @@ .np-header-logo { justify-content: flex-start; } - + @media (min-width: 768px) { .np-header-logo { justify-content: center; @@ -248,5 +248,5 @@ color: #000; } } - - \ No newline at end of file + + diff --git a/Custom_Templates/customer_templates/Artera_prod/_sub_navigation.html.liquid b/Custom_Templates/customer_templates/Artera_prod/_sub_navigation.html.liquid index 3af0c1e0..398ba145 100644 --- a/Custom_Templates/customer_templates/Artera_prod/_sub_navigation.html.liquid +++ b/Custom_Templates/customer_templates/Artera_prod/_sub_navigation.html.liquid @@ -40,4 +40,4 @@ \ No newline at end of file + diff --git a/Custom_Templates/customer_templates/Artera_prod/homepage.html.liquid b/Custom_Templates/customer_templates/Artera_prod/homepage.html.liquid index 5c2a696a..f7240540 100644 --- a/Custom_Templates/customer_templates/Artera_prod/homepage.html.liquid +++ b/Custom_Templates/customer_templates/Artera_prod/homepage.html.liquid @@ -19,6 +19,12 @@ {% include "sub_navigation" %} + {% if current_school.properties.show_alert_banner == true %} +
+

{{ current_school.properties.alert_banner }}

+
+ {% endif %} +
diff --git a/CustomerNotes/Chubb/Chubb.md b/CustomerNotes/Chubb/Chubb.md index cba9ee5a..56e17786 100644 --- a/CustomerNotes/Chubb/Chubb.md +++ b/CustomerNotes/Chubb/Chubb.md @@ -151,3 +151,19 @@ Employee Access Updates: End of Survey HTML: id="EndOfSurvey" Continue button HRML: data-text="continue-button" + +## 07-03-2024 + +Chubb - they want 100% participation but that's not realistic. They are looking at 90%. CISA is receiving great feedback. They are looking at how many agents have been appointed (~1000/year) and of those 1000, how many are completing the cirriculum. This should lead them to their first submission! CISA is an in-house agency. "Agents that are coming in through CISA". With SSO connected, this is great. The list they send me is the list of already onboarding agents. They have received the onboarding email. + +First Submission is the data they are really after. Steve will try and get a baseline of number of CISA agents that have done their first submission with x months. This baseline is what we can compare to post-academy influence. + +Jenelle does the greater reporting at the account level. Agent360 profile. They report on courses and completions, and looking to find "top organizations". She is reporting on everything, but not all agents have Agency Names. + +Chubb has huge investment in residential/academic program. This analysis that we're talking about right now is new to even the larger org and the huge investment from Chubb! This will set a precedent for the rest of the org. + +Outside of data: they want to start using Gainsight across webinar archives and tracking those recordings. They want to track _all_ attendance. Provides a nice lead! So this is pre-agent. Webinars are for agents that are already appointed but for new lines of business. + +Steve & keeping us in the loop of rolling this out. July 10th moving away from legacy (Cornerstone). That population will come in around mid-July, so we should see a bump. All-Agent was originally end of July, but will likely be back to school. Agency Education in August. By September we should be fully launched. +Canada - they don't have access to agent portal and we don't have multi-auth. Decision will be in 6-9 months. + diff --git a/Todos.md b/Todos.md index 431f6a71..a80d8056 100644 --- a/Todos.md +++ b/Todos.md @@ -360,3 +360,18 @@ message](https://northpasshq.slack.com/archives/C04RER4PH09/p1709147957374999?th ## 07-01-2024 - [ ] Datasnipper, look up webhook ID: 3a33b194-c51c-40aa-98c1-d477f6ca4dda + +## 07-03-2024 + +- [ ] Chubb - they want 100% participation but that's not realistic. They are looking at 90%. CISA is receiving great feedback. They are looking at how many agents have been appointed (~1000/year) and of those 1000, how many are completing the cirriculum. This should lead them to their first submission! CISA is an in-house agency. "Agents that are coming in through CISA". With SSO connected, this is great. The list they send me is the list of already onboarding agents. They have received the onboarding email. + +First Submission is the data they are really after. Steve will try and get a baseline of number of CISA agents that have done their first submission with x months. This baseline is what we can compare to post-academy influence. + +Jenelle does the greater reporting at the account level. Agent360 profile. They report on courses and completions, and looking to find "top organizations". She is reporting on everything, but not all agents have Agency Names. + +Chubb has huge investment in residential/academic program. This analysis that we're talking about right now is new to even the larger org and the huge investment from Chubb! This will set a precedent for the rest of the org. + +Outside of data: they want to start using Gainsight across webinar archives and tracking those recordings. They want to track _all_ attendance. Provides a nice lead! So this is pre-agent. Webinars are for agents that are already appointed but for new lines of business. + +Steve & keeping us in the loop of rolling this out. July 10th moving away from legacy (Cornerstone). That population will come in around mid-July, so we should see a bump. All-Agent was originally end of July, but will likely be back to school. Agency Education in August. By September we should be fully launched. +Canada - they don't have access to agent portal and we don't have multi-auth. Decision will be in 6-9 months.