NNE Commercial Team Survey
NNE Commercial Team Workload & Training Survey
Welcome to the NNE Commercial Team Survey! This quiz is designed to assess your current workload, happiness level, and training needs regarding various tools and services we offer. Your input will help us improve our resources and support.
Please take a moment to answer the questions honestly. Your feedback matters!
- Assess current workload
- Rate happiness level
- Identify training gaps
Please rank where you are currently at with your workload
I am completely buried, and I don't see that getting any better
I am really really busy right now, but I see a light at the end of the tunnel
I have my up's and down's but overall am able to manage my current workload
I am sometimes busy, but most days I'm able to take my time and still meet deadlines
I am not very busy and have the time to help others or take on additional projects
On a scale of 1 to 10 please rate your level of happiness (1 being the worst, 10 being the best)
1
2
3
4
5
6
7
8
9
10
When it comes to knowing markets, please indicate which Companies you DO NOT feel comfortable with
Acadia
Berkley One
CNA
Central
Cincinnati
Concord Group
Co-Op
FirstComp
Guard
Hanover
Hartford
Liberty Mutual
MMG
NCCI
NGM (Main Street America)
Mapfre
Markel
Memic
Patriot
Philadelphia (Tokio Marine)
Progressive
Travelers
USLI
Vermont Mutual
When it comes to understanding our value added services, please indicate which services you NEED additional training on
Broker Briefcase (ZyWave Agency side)
Business Solutions Center (ZyWave Client side)
Client Portal (InsurLink)
Emerge Apps (OSHAlogs.com, Wellness 401k, Automate Safety)
Proposal Builder
When it comes to understanding AMS360, please indicate which areas you need additional training on
Agency Bill (invoicing, installment billing, voiding, etc.)
Client Portal Registration (InsurLink)
EForms (Acord's, Proof of Insurance, EPI, COI's)
Proposal Builder
Renewal Management
Setting up a Brokered Policy
Using the Submissions feature
Other
Please Specify:
When it comes to understanding ImageRight, please indicate which areas you need additional training on
Auto Processing tasks that I know I can just close out quickly
Following behind a co-worker, because it seems we're filing differently
Marketing Workflow, including additional folders the workflow creates
Manually syncing information from AMS360 to ImageRight
Creating a new folder from scratch if needed
Manipulating columns in areas like my File Open parameters & my To-Do List
Stack Filing to ensure my folder structure looks clean
Understanding where to file documents
Understanding which Step/Workflow to use
Utilizing chronological view
Utilizing File Marks to mark a file
Utilizing the "Autoprocess Selected Tasks" feature to push through multiple tasks at a time
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