Tag

#current products

Behind the desk

How does member services answer a rate question during a call today?

The call guide has not changed. What changed is how fast the desk can open the right section, and how plainly the answer says which version it came from. The Member Services Lead on the current-quarter readiness work.

Dana Okafor · Member Services Lead, Harbor Mutual · September 26, 2026 · 4 min read

Training

What does current products certification involve at Harbor Mutual?

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 · September 18, 2026 · 3 min read