Tag
Training
A pre-assessment, three short lessons, a badge that is not a licence, then a timed written review. How the agency desk proves it is quoting this quarter's products, from an agent who is partway through it.
Luis Ferreira · Licensed insurance agent, Harbor Mutual agency desk · · 3 min read
Behind the desk
Eighty-four renewals due, sixty-two planned contacts, and not one mailbox opened. How aggregate ledgers tell us there is a scheduling decision to make, and why they cannot tell us whom to call.
Dana Okafor · Member Services Lead, Harbor Mutual · · 3 min read
Insurance coverage
A credit union with an insurance agency desk has every incentive to bundle. We keep the two decisions apart on purpose, disclose the agency's role, and ask before passing a member along. Here is the reasoning.
Luis Ferreira · Licensed insurance agent, Harbor Mutual agency desk · · 3 min read
Insurance coverage
A coverage summary is a map, not the territory. Here is what the current Harbor Auto Cover summary says, what only the policy schedule can settle, and why a $500 deductible replaced a $250 one.
Luis Ferreira · Licensed insurance agent, Harbor Mutual agency desk · · 3 min read