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 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.

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