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NNE Commercial Team Survey

A vibrant office scene with team members discussing workload, training materials, and collaboration, depicting a supportive work environment.

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

7 Questions2 MinutesCreated by BalancingWork5

Name:

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)

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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