Captain | Due Date | ETBRs | Status | Expected Result | Arena | Objective | Edit/Details |
---|---|---|---|---|---|---|---|
47000337 | 1 | Backlog | Team Performance | 6814 | Edit Entry | ||
51000396 | 1 | Backlog | ACD Excellence Team | 6814 | Edit Entry | ||
28 | 1 | Fulfilled | "Choosing the Right Coverage for Your New Home" | Preferred Insurance Center | 80716 | Edit Entry | |
28 | 10/26/2023 | 1 | Fulfilled | "Choosing the Right Coverage for Your New Home" | Preferred Insurance Center | 80716 | Edit Entry |
42000318 | 01/25/2024 | 1 | Fulfilled | "Ensuring Adequate Coverage as Your Family Grows" | Preferred Insurance Center | 80716 | Edit Entry |
42000318 | 01/04/2024 | 1 | Fulfilled | "Insuring Teen Drivers: Tips for Parents" | Preferred Insurance Center | 80716 | Edit Entry |
42000318 | 10/12/2023 | 1 | Fulfilled | "The Benefits of Bundling Insurance When Getting Married" | Preferred Insurance Center | 80716 | Edit Entry |
42000318 | 01/18/2024 | 1 | Fulfilled | "The Convenience of 30-Minute Insurance Comparisons" | Preferred Insurance Center | 80716 | Edit Entry |
49000372 | 1 | Fulfilled | "Why Car Insurance Rates Increase and How to Offset Them" | Preferred Insurance Center | 80716 | Edit Entry | |
49000372 | 11/10/2023 | 1 | Fulfilled | "Why Car Insurance Rates Increase and How to Offset Them" | Preferred Insurance Center | 80716 | Edit Entry |
49000372 | 11/10/2023 | 2 | Fulfilled | "Why Car Insurance Rates Increase and How to Offset Them" | Preferred Insurance Center | 80716 | Edit Entry |
42000318 | 10/27/2023 | 3 | Fulfilled | "Why New Homeowners Need Comprehensive Insurance" | Preferred Insurance Center | 80716 | Edit Entry |
37 | 10/05/2023 | 1 | Fulfilled | $1000/$2000 wind hail AOI ded | Preferred Insurance Center | 6814 | Edit Entry |
1 | 05/24/2023 | 1 | Fulfilled | 00 Right Person Right Seat | Business Run Better… | 45583 | Edit Entry |
1 | 01/29/2023 | 8 | Fulfilled | 00.0 Can Market - People can sign-up and explore/use Arena | Business Run Better… | 6819 | Edit Entry |
1 | 11/04/2021 | 1 | Fulfilled | 00.0 Review Airplane Business Structure - Are we OK? | Preferred Insurance Center | 34206 | Edit Entry |
1 | 02/27/2023 | 2 | Fulfilled | 00.2 Redo Using & Navigating Video | Christian Teams Excel | 168339 | Edit Entry |
1 | 3 | Backlog | 001.0 Partner Administration Setup & Functioning | Business Run Better… | 6819 | Edit Entry | |
49000372 | 1 | Fulfilled | 01 - Preferred Culture Review | Preferred Insurance Center | 21614 | Edit Entry | |
1 | 06/05/2023 | 1 | Fulfilled | 01 Clarify the 3 things that make PIC unique for clients | Preferred Insurance Center | 21614 | Edit Entry |
1 | 1 | Backlog | 01 Consider a Key Result "Captain Related Objective" | Business Run Better… | 45583 | Edit Entry | |
1 | 03/24/2023 | 1 | Fulfilled | 01 Create Phone Script to make sales | Christian Teams Excel | 168339 | Edit Entry |
141 | 05/09/2023 | 2 | Failed | 01 Dave do entire onboarding as test & keep notes | Christian Teams Excel | 168339 | Edit Entry |
1 | 03/08/2024 | 1 | Fulfilled | 01 Farm Account Rev Questionnairre | Preferred Insurance Center | 163555 | Edit Entry |
24000256 | 1 | Failed | 01 Farm Process Improvements | Preferred Insurance Center | 83692 | Edit Entry | |
1 | 1 | Begun | 01 I am walking humbly with God | Dan Muhlenkamp Arena | 141936 | Edit Entry | |
1 | 1 | Backlog | 01 Implement the BRB url, brand etc | Business Run Better… | 120854 | Edit Entry | |
1 | 1 | Backlog | 01 Pass on daily & weekly planning | Preferred Insurance Center | 163555 | Edit Entry | |
31 | 04/27/2023 | 1 | Fulfilled | 01 PIC culture review | Preferred Insurance Center | 21614 | Edit Entry |
31 | 05/01/2023 | 1 | Fulfilled | 01 Processes Improve Timeliness & Reduces Stress | Preferred Insurance Center | 124877 | Edit Entry |
1 | 1 | Backlog | 01 Quotes4Causes Plan | Preferred Insurance Center | 80716 | Edit Entry | |
1 | 06/27/2023 | 1 | Fulfilled | 01 Setup PIC Content Document | Preferred Insurance Center | 139050 | Edit Entry |
1 | 06/06/2023 | 3 | Fulfilled | 01.0 Branding Strategy Agreed To | Preferred Insurance Center | 139050 | Edit Entry |
1 | 11/06/2021 | 1 | Fulfilled | 01.0 Cockpit - Leader Roles & Responsibilitie | Preferred Insurance Center | 56470 | Edit Entry |
141 | 10/02/2022 | 2 | Failed | 01.0 Min Req: Results Client Organization Long & Short Term | Business Run Better… | 67319 | Edit Entry |
1 | 01/10/2022 | 1 | Fulfilled | 01.01 Review Leadership KPIs & Prjs | Preferred Insurance Center | 34206 | Edit Entry |
1 | 1 | Committed | 01.1 Error Corrections & Function Fails | Business Run Better… | 45583 | Edit Entry | |
31 | 12/07/2022 | 2 | Fulfilled | 01.1 Have 3 Email Trainings with Matt | Preferred Insurance Center | 78761 | Edit Entry |
31 | 12/07/2022 | 1 | Fulfilled | 01.1 Have 3 Email Trainings with Matt | Preferred Insurance Center | 78761 | Edit Entry |
1 | 2 | Backlog | 01.2 Advisor relationship with Member Org team | Business Run Better… | 124315 | Edit Entry | |
1 | 1 | Backlog | 01.2 Long-Term - Will Implement. | Business Run Better… | 45583 | Edit Entry | |
1 | 1 | Backlog | 01.3 Wish List - Possibilities.. | Business Run Better… | 45583 | Edit Entry | |
1 | 03/06/2022 | 1 | Fulfilled | 01.5 ASG - Create a close, working growth team that uses ASG Sprint | Preferred Insurance Center | 34206 | Edit Entry |
1 | 11/09/2021 | 1 | Fulfilled | 01.8 Business Clear & Simple - General Tasks | Preferred Insurance Center | 56470 | Edit Entry |
1 | 1 | Backlog | 010 DayMaster Ready & Full System Course Outlined. | Business Run Better… | 45583 | Edit Entry | |
1 | 10/08/2023 | 4 | Fulfilled | 02 Focus On 1 Virtue. | Dan Muhlenkamp Arena | 141936 | Edit Entry |
1 | 1 | Backlog | 02 Give It Away | Dan Muhlenkamp Arena | 141936 | Edit Entry | |
1 | 10/08/2023 | 1 | Fulfilled | 02 I Love Susie As Jesus Loves The Church | Dan Muhlenkamp Arena | 142663 | Edit Entry |
1 | 5 | Backlog | 02 Referral Exchange With Financial Counselor - Sanford | Preferred Insurance Center | 80716 | Edit Entry | |
27 | 04/05/2024 | 3 | Begun | 02 Start having farm meeting again | Preferred Insurance Center | 163555 | Edit Entry |
Captain | Due Date | ETBRs | Status | Expected Result | Arena | Objective | Edit/Details |