MeetingDateCommunication TypeArenaRelated InitiativeCaptainStatusQuick Tasks
AA, GH meet10/21/2021Teammate 1 on 1Preferred Insurance Center- No Initiative -Gina HessContinuing
Service meeting every other Wednesday09/22/2021Meeting: TacticalPreferred Insurance Center- No Initiative -Gina HessContinuing
Andy/Nate 1X101/06/2021Teammate 1 on 1Preferred Insurance CenterPL Rev Growth %Andrew KremerContinuing
Owners Weekly TacticalMeeting: TacticalPreferred Insurance Center1.0 Everyone's Primary KPIs At ImperativeAndrew KremerContinuing
Core Team MonthlyMeeting: StrategicPreferred Insurance Center1.0 Everyone's Primary KPIs At ImperativeDan MuhlenkampContinuing
Thursday MeetingMeeting: TacticalPreferred Insurance Center1.0 Everyone's Primary KPIs At ImperativeHeather FleckContinuing
PIC Morning DayMasterMeeting: TacticalPreferred Insurance Center- No Initiative -Dan MuhlenkampContinuing
AA, GH meeting10/06/2021Teammate 1 on 1Preferred Insurance Center- No Initiative -Gina HessBegun
Prospect Lists & Lead Distribution09/09/2021ProcedurePreferred Insurance Center1.0 Everyone's Primary KPIs At ImperativeDan MuhlenkampBegun
Service meeting09/08/2021Teammate 1 on 1Preferred Insurance Center- No Initiative -Gina HessBegun
Essential-2-Imperative Process09/06/2021ProcedurePreferred Insurance Center- No Initiative -Dan MuhlenkampBegun
Team Expectations meeting08/24/2021Meeting: TacticalPreferred Insurance Center- No Initiative -Gina HessBegun
Crisis-2-Essential Process08/19/2021ProcedurePreferred Insurance Center- No Initiative -Dan MuhlenkampBegun
HF, GH 1x1 meeting06/09/2021Teammate 1 on 1Preferred Insurance Center- No Initiative -Gina HessBegun
HF, GH 1X1 MEETING04/07/2021Teammate 1 on 1Preferred Insurance CenterHealth: Operating Profit RatioGina HessBegun
HF, GH 1x1 meeting03/24/2021Teammate 1 on 1Preferred Insurance CenterHealth: Operating Profit RatioGina HessBegun
Service RPB Meeting03/17/2021Teammate 1 on 1Preferred Insurance CenterHeather FleckBegun
Sales team meeting03/11/2021Teammate 1 on 1Preferred Insurance CenterGrowth: Operating Rev. Inc %Andrew KremerBegun
HF, GH 1x1 meeting03/03/2021Teammate 1 on 1Preferred Insurance CenterGina HessBegun
Service RPB02/24/2021Meeting: Quick HitPreferred Insurance CenterHeather FleckBegun
HF, GH 1x1 meeting02/24/2021Teammate 1 on 1Preferred Insurance CenterHealth: Operating Profit RatioGina HessBegun
HF, GH 1x1 meeting02/17/2021Teammate 1 on 1Preferred Insurance CenterHealth: Operating Profit RatioGina HessBegun
Heather Kathy 1 on 102/16/2021Meeting: TacticalPreferred Insurance CenterHeather FleckBegun
Heather Kelly 1 on 102/16/2021Meeting: Quick HitPreferred Insurance CenterHeather FleckBegun
1x1 HF, GH02/10/2021Teammate 1 on 1Preferred Insurance CenterHealth: Operating Profit RatioGina HessBegun
Heather Kelly 1 on 102/09/2021Meeting: Quick HitPreferred Insurance CenterHeather FleckBegun
Kathy Heather 1 on 102/09/2021Meeting: TacticalPreferred Insurance CenterHeather FleckBegun
Andy/Amanda 1x102/03/2021Teammate 1 on 1Preferred Insurance CenterAndrew KremerBegun
HF, GH 1x1 meeting02/03/2021Teammate 1 on 1Preferred Insurance CenterGina HessBegun
GH, HF 1x101/13/2021Teammate 1 on 1Preferred Insurance Center- No Initiative -Gina HessBegun
Andy/Amanda 1x101/08/2021Teammate 1 on 1Preferred Insurance CenterGrowth: Operating Rev. Inc %Andrew KremerBegun
Sales Team01/08/2021Teammate 1 on 1Preferred Insurance CenterGrowth: Operating Rev. Inc %Andrew KremerBegun
MeetingDateCommunication TypeArenaRelated InitiativeCaptainStatusQuick Tasks