Updated blacklane, chubb and anthology's templates. Some small script updates. Todos.

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Norm Rasmussen
2024-03-14 17:49:46 -04:00
parent f4a1a757c4
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@ -81,3 +81,34 @@ 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?