119 lines
4.1 KiB
Markdown
119 lines
4.1 KiB
Markdown
# Chubb
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## 11/20/2023
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### Design Sync
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* Travis already supplied the team with examples
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* They know what they want! Steve made a mock up.
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Catalog page:
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* Liked the Bubbles on Pipedrive
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* Sidebar like Omnisend
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* They have levels like beginner, expert, etc
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* May not use user duration
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* Wants to use JnJ's subcategory trick
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* Vertical height of cards should all be the same!
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* Using short description for course cards (250 characters)
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* Tags on course cards - they will try to not overload tags
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* Two levels of Branding -
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* brand.chubb.com - high level - colors, etc
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* merina design platform - super detail (how many pixels a box should be)
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* Branding team is strict, but good at feedback. They will let us take a first pass and then give us feedback.
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* Make this design iterative!
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## 1/25/2024
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### Post-launch
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Correct Cert URL: `https://chubb.northpass.com/app/certificate/d5f601c5-5677-4177-9cc3-4041c8030290`
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TODO: Ask Marek about custom LP notifications and adding a cert URL. {{ certificate.url }} --> is this possible?
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Learning path strings together )completion page button)
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custom learning path button end of course screen
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## 02/15/2024
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### Weekly Cadence
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Sunay & Frank Questions:
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* Is Northpass on a shared tenancy model?
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## 02/29/2024
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### SSO Updates & Success Plan Questions
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* Remediation plan is needed for SSO
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* Almost ready with SSO stuff.
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* Moving through internal documentation today
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* Tentative Launch Date: March 8th
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* Steve testing Group provisioning with Felipe.
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* Steve to reach out about group creation. At most, 10 groups.
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* Trying to figure out how to segment agents for grouping.
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* Employee training is a "nice to have" and they are free to take as many courses as they want.
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* Helps them be aligned with agents
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Data and Analytics:
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* Once SSO is setup, Steve will be pivoting to data pass through to Chubb.
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* Ask Travis id Analytics Extracts was included.
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* Data lake is currently being filled.
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* Looking at [Axway](https://www.axway.com/en) for connecting our systems.
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Kim & what CISA is looking at from a high level:
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* Agents completing courses and Data
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* Data they need:
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* Who is not completing courses
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* 90 email journey - 30+ emails
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* Emails for register for training
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* Other emails directing agents to courses
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* GOAL: Complete an entire LP based on their appointment.
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* If they don't, they lose their Chubb appointment title.
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* Very uncommon for people to have both Personal and Commercial - usually one or the other
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* Wants to understand inactivity nudges
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* Agent status - Independent Agents & can sell Chubb products but also competitors products.
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Questions from Jenelle:
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* What date do they use to start counting the 90 days? Assignment date? Email journey deployment date?
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Jenelle will be working on generic courses - communication skills, intro to insurance, etc.
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## 03/14/2024
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Soft Launch - Evening of March 22nd
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Wider communication will then happen sometime after the 22nd to make sure everything is ironed out.
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Brand new initiative for _all_ agents. This academy is a "nice to have" for those agents.
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Used to only be available for CISA agents.
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Arbitrary number: 5k sign ups before EOY.
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Other goals (Steve):
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* Feed info back to marketing teams
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* See where critical mass is gravitating to, what's useful etc,
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* Follow up campaigns - Flood campaign and Flood module/course alignment
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* Lots of dates align with marketing - 7/1 is a big date.
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* Marketing metrics vary by product. The main goal is policy submissions and new policies.
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* CISA - they want to get new submissions from agents.
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* If an agent has submitted, that's a huge win.
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* This year they are trying to track submissions.
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* Courses should _not_ be used to advertise submissions or marketing stuff.
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* Just like webinars, this should be 90% agnostic information and then 10% Chubb-specific.
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Plan on migrating webinar into the platform.
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Qualtrics numbers:
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* 2 check point courses with skips
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* 8 people skipped the survey out of 25 completions
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Steve question about SSO:
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* How extensively can Northpass group people behind the scenes?
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## 4/4/2024
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SSO - Not live yet, but working! Tuesday 4/9 ideal go-live date. End of Day, close of business around 5pm-ish EST.
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