| Created | Captain | Due Date | ETBRs | Status | Expected Result | Details |
|---|---|---|---|---|---|---|
| 05/27/22 | 06/10/22 | 1 | Fulfilled | Formalize Training & onboard process - CoverDesk | Formalize Training & onboard process - CoverDesk | |
| 05/27/22 | 06/03/22 | 1 | Fulfilled | Write Agency summary email WITH PVV THOUGHTS | Write Agency summary email WITH PVV THOUGHTS | |
| 05/27/22 | 06/10/22 | 1 | Fulfilled | Finalize Fin Rev Question | Finalize Fin Rev Question | |
| 05/27/22 | 06/23/22 | 3 | Fulfilled | Create "Why Preferred" for Laura Sanford. | Create "Why Preferred" for Laura Sanford. | |
| 05/27/22 | 5 | Backlog | 02 Referral Exchange With Financial Counselor - Sanford | 02 Referral Exchange With Financial Counselor - Sanford | ||
| 05/26/22 | 06/03/22 | 1 | Fulfilled | Establish coaching routine for Jon | Establish coaching routine for Jon | |
| 05/24/22 | 05/26/22 | 1 | Fulfilled | Commission reports | Commission reports | |
| 05/24/22 | 10/02/22 | 1 | Failed | 07.0 Min Req: System Admin - ASG, Client Orgs & Individuals | 07.0 Min Req: System Admin - ASG, Client Orgs & Individuals | |
| 05/24/22 | 05/27/22 | 1 | Fulfilled | Complete Reagan Best Practices Survey - see notes | Complete Reagan Best Practices Survey - see notes | |
| 05/23/22 | 06/14/22 | 1 | Fulfilled | Teammate Review Jon York | Teammate Review Jon York | |
| 05/23/22 | 05/27/22 | 1 | Fulfilled | Post Sale Process | Post Sale Process | |
| 05/23/22 | 06/01/22 | 2 | Fulfilled | Discuss CL Service, SBU, roles of Current PIC staff along Matt | Discuss CL Service, SBU, roles of Current PIC staff along Matt | |
| 05/23/22 | 06/20/22 | 1 | Fulfilled | MUST Get Caleb Insurance by 7/1 | MUST Get Caleb Insurance by 7/1 | |
| 05/23/22 | 05/23/22 | 1 | Fulfilled | Decide y/nReagan Consulting Best Practices Survey Opportunity | Decide y/nReagan Consulting Best Practices Survey Opportunity | |
| 05/22/22 | 06/08/22 | 3 | Fulfilled | Crystalize Expectations of Every Person - Group Signing | Crystalize Expectations of Every Person - Group Signing | |
| 05/22/22 | 07/11/22 | 1 | Fulfilled | Outline system for onboarding & training teammates | Outline system for onboarding & training teammates | |
| 05/22/22 | 06/21/22 | 2 | Fulfilled | Plan ME-PIC Objective going forward | Plan ME-PIC Objective going forward | |
| 05/21/22 | 05/28/22 | 1 | Fulfilled | Perf Checklist - Interview DM about Week 1 | Perf Checklist - Interview DM about Week 1 | |
| 05/21/22 | 05/28/22 | 1 | Fulfilled | Dan put his min standards in notes | Dan put his min standards in notes | |
| 05/21/22 | 09/05/22 | 2 | Failed | Create Capstone for expectations | Create Capstone for expectations | |
| 05/20/22 | 05/27/22 | 1 | Fulfilled | Write Agency summary email WITH PVV THOUGHTS | Write Agency summary email WITH PVV THOUGHTS | |
| 05/20/22 | 05/27/22 | 1 | Fulfilled | Sched & Comp Personality Game | Sched & Comp Personality Game | |
| 05/20/22 | 05/24/22 | 1 | Fulfilled | Complete LIMRA AML Training | Complete LIMRA AML Training | |
| 05/20/22 | 05/27/22 | 1 | Fulfilled | Finalize prospecting procedure and supporting docs | Finalize prospecting procedure and supporting docs | |
| 05/20/22 | 05/16/22 | 1 | Fulfilled | Engaged Guru to do security check | Engaged Guru to do security check | |
| Created | Captain | Due Date | ETBRs | Status | Expected Result | Details |