CaptainDue DateETBRsStatusExpected ResultArenaObjectiveEdit/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
2810/26/2023
1
Fulfilled"Choosing the Right Coverage for Your New Home" Preferred Insurance Center 80716 Edit Entry
4200031801/25/2024
1
Fulfilled"Ensuring Adequate Coverage as Your Family Grows" Preferred Insurance Center 80716 Edit Entry
4200031801/04/2024
1
Fulfilled"Insuring Teen Drivers: Tips for Parents" Preferred Insurance Center 80716 Edit Entry
4200031810/12/2023
1
Fulfilled"The Benefits of Bundling Insurance When Getting Married" Preferred Insurance Center 80716 Edit Entry
4200031801/18/2024
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
4900037211/10/2023
1
Fulfilled"Why Car Insurance Rates Increase and How to Offset Them" Preferred Insurance Center 80716 Edit Entry
4900037211/10/2023
2
Fulfilled"Why Car Insurance Rates Increase and How to Offset Them" Preferred Insurance Center 80716 Edit Entry
4200031810/27/2023
3
Fulfilled"Why New Homeowners Need Comprehensive Insurance" Preferred Insurance Center 80716 Edit Entry
3710/05/2023
1
Fulfilled$1000/$2000 wind hail AOI ded Preferred Insurance Center 6814 Edit Entry
105/24/2023
1
Fulfilled00 Right Person Right Seat Business Run Better… 45583 Edit Entry
101/29/2023
8
Fulfilled00.0 Can Market - People can sign-up and explore/use Arena Business Run Better… 6819 Edit Entry
111/04/2021
1
Fulfilled00.0 Review Airplane Business Structure - Are we OK? Preferred Insurance Center 34206 Edit Entry
102/27/2023
2
Fulfilled00.2 Redo Using & Navigating Video Christian Teams Excel 168339 Edit Entry
1
3
Backlog001.0 Partner Administration Setup & Functioning Business Run Better… 6819 Edit Entry
49000372
1
Fulfilled01 - Preferred Culture Review Preferred Insurance Center 21614 Edit Entry
106/05/2023
1
Fulfilled01 Clarify the 3 things that make PIC unique for clients Preferred Insurance Center 21614 Edit Entry
1
1
Backlog01 Consider a Key Result "Captain Related Objective" Business Run Better… 45583 Edit Entry
103/24/2023
1
Fulfilled01 Create Phone Script to make sales Christian Teams Excel 168339 Edit Entry
14105/09/2023
2
Failed01 Dave do entire onboarding as test & keep notes Christian Teams Excel 168339 Edit Entry
103/08/2024
1
Fulfilled01 Farm Account Rev Questionnairre Preferred Insurance Center 163555 Edit Entry
24000256
1
Failed01 Farm Process Improvements Preferred Insurance Center 83692 Edit Entry
1
1
Begun01 I am walking humbly with God Dan Muhlenkamp Arena 141936 Edit Entry
1
1
Backlog01 Implement the BRB url, brand etc Business Run Better… 120854 Edit Entry
1
1
Backlog01 Pass on daily & weekly planning Preferred Insurance Center 163555 Edit Entry
3104/27/2023
1
Fulfilled01 PIC culture review Preferred Insurance Center 21614 Edit Entry
3105/01/2023
1
Fulfilled01 Processes Improve Timeliness & Reduces Stress Preferred Insurance Center 124877 Edit Entry
1
1
Backlog01 Quotes4Causes Plan Preferred Insurance Center 80716 Edit Entry
106/27/2023
1
Fulfilled01 Setup PIC Content Document Preferred Insurance Center 139050 Edit Entry
106/06/2023
3
Fulfilled01.0 Branding Strategy Agreed To Preferred Insurance Center 139050 Edit Entry
111/06/2021
1
Fulfilled01.0 Cockpit - Leader Roles & Responsibilitie Preferred Insurance Center 56470 Edit Entry
14110/02/2022
2
Failed01.0 Min Req: Results Client Organization Long & Short Term Business Run Better… 67319 Edit Entry
101/10/2022
1
Fulfilled01.01 Review Leadership KPIs & Prjs Preferred Insurance Center 34206 Edit Entry
1
1
Committed01.1 Error Corrections & Function Fails Business Run Better… 45583 Edit Entry
3112/07/2022
2
Fulfilled01.1 Have 3 Email Trainings with Matt Preferred Insurance Center 78761 Edit Entry
3112/07/2022
1
Fulfilled01.1 Have 3 Email Trainings with Matt Preferred Insurance Center 78761 Edit Entry
1
2
Backlog01.2 Advisor relationship with Member Org team Business Run Better… 124315 Edit Entry
1
1
Backlog01.2 Long-Term - Will Implement. Business Run Better… 45583 Edit Entry
1
1
Backlog01.3 Wish List - Possibilities.. Business Run Better… 45583 Edit Entry
103/06/2022
1
Fulfilled01.5 ASG - Create a close, working growth team that uses ASG Sprint Preferred Insurance Center 34206 Edit Entry
111/09/2021
1
Fulfilled01.8 Business Clear & Simple - General Tasks Preferred Insurance Center 56470 Edit Entry
1
1
Backlog010 DayMaster Ready & Full System Course Outlined. Business Run Better… 45583 Edit Entry
110/08/2023
4
Fulfilled02 Focus On 1 Virtue. Dan Muhlenkamp Arena 141936 Edit Entry
1
1
Backlog02 Give It Away Dan Muhlenkamp Arena 141936 Edit Entry
110/08/2023
1
Fulfilled02 I Love Susie As Jesus Loves The Church Dan Muhlenkamp Arena 142663 Edit Entry
1
5
Backlog02 Referral Exchange With Financial Counselor - Sanford Preferred Insurance Center 80716 Edit Entry
2704/05/2024
3
Begun02 Start having farm meeting again Preferred Insurance Center 163555 Edit Entry
CaptainDue DateETBRsStatusExpected ResultArenaObjectiveEdit/Details