We are transferring our accounting system for HealthCap from EXCEL-linked workbooks into this system and supporting, stand-alone schedules
The agency relations initiative included all sorts of ways to connect, build relationships and have fun. Previously called the charm initiative, it was mostly about gifts and agency visits. Now we added more trips including the producer trip in 2024, more Ann Arbor visits, a carrier event to come in 2025 and targeted email content called the Broker _____.
We introduced these types of agency meetings allowing for more controlled content, greater participation and reduced cost. But we still included lunch!
The agency resource guide contains excellent agency-level dives into features of HealthCap such as our underwriting team, financial rating information, CR services, where to send what an highlights the key parts of this agreement
She provided a key resource this fall for Underwriting analytics such as summarizing frequency and severity by state and trying to correlate where the claim value prediction tool was most useful.
Main technology project is to develop new underwriting system that combines functionality of one of these two systems.
Verticales
The underwriting manual has four key parts: overview, rating and pricing, underwriting considerations and tools, and frequent situations / FAQ. The overview section contains these.
This underwriting tool is captured manually, account by account. Next step is to translate these outputs into a C# class library to use in both new underwriting system and analytics.
Angie and her team updated this Preparedness Manual. It grew as a project: needed to transition COVID-19 materials into pandemic and/or infection control.
One of the two finalists in the CRM evaluation
HealthCap's loss of this would be devastating. In 2024, initial research on obtaining one from A.M. Best was done with 2025 plan to engage and pay for an A.M. Best Rating that is considered internal and not published.
We're working on this initiative to expand our ______ through active instruction and opportunities for exposure to the big picture for Kevin, Rachael and Nik.
New IT Feedback system run by Jenn using ClickUp on the back end
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