Chubb notes and another update for Headway's templates.

CustomerNotes/Chubb/Chubb.md

@@ -8,6 +8,7 @@
 * 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
@@ -24,12 +25,11 @@ Catalog page:
 
 ## 1/25/2024
 
-### Post-launch!
+### 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
 
@@ -40,3 +40,44 @@ custom learning path button end of course screen
 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.