JME Insurance Agency
- Renewing groups each month, which involves:
- Analyzing and emailing the quote spreadsheet
- Discussing with the client
- Getting a decision from the client
- Sending the amendment form to BCBSTX
- Creating the employee packet
- Processing the employee apps
- Updating ACT, the renewal log, and Emily (for the commission statement)
- Writing new business, which involves:
- Creating a quote
- Talking with the client and making a recommendation
- Sending them the paperwork
- Scrubbing and submitting the paperwork once received
- Sending out the welcome letter once approved
- Creating and sending the employee packet
- Updating ACT, the sales log, and Emily (for the commission report)
- Uploading everything to SharePoint
- Customer service issues to keep up with
BenefitLab
- Updating the spreadsheet quarterly with rates in January, April, July, and October
- Invoicing agents in March, June, September, and December
- Promoting the spreadsheet
- Doing demos for prospective buyers
- Training agents that sign up
- Filing the sales tax report by Jan 20, Apr 20, Jul 20, and Oct 20
- Building a website for BenefitLab
- Deciding if a separate company name is necessary
ComedyCE.com
- Filing new courses
- Renewing existing courses
- Preparing the monthly CE calendar and creating the webinar registration in GoToWebinar
- Teaching live classes or monitoring recorded webinars (12 hours/month)
- Processing the CE credits for each class
- Emailing out the CE certificates
- Sending a promo email about the classes each month
- Sending out the CE certificates (to improve)
- Putting the certificates in OneDrive folders and emailing the links to all of the attendees (to improve)
- Putting together a good list of season pass holders
- Updating the website for ComedyCE.com
FiveDollarCE.com
- Brainstorming ideas for 12 hours of classes
- Writing the outlines for the courses
- Creating two tests of 10 questions each (per hour) for the classes
- Filing the outline, overview, and tests with TDI for approval
- Creating powerpoints for each class
- Creating the text for each class
- Putting all of these classes online – making them online tests that are accessed after payment
- Setting up Stripe payment system
- Setting up a website and a Learning Management System for this company
- Creating online folders in Dropbox or some other tool where the link to the folder can be shared to store the CE certificates
TABA
- Maintaining the TABA website by:
- Posting any TDI or DOL updates that Phyllis sends
- Linking to the new sponsors
- Adding pictures from the most recent two or three conferences to the website
- Building the conference website twice a year, which involves:
- Setting up the site info (hotel, costs, etc.)
- Adding the speakers
- Building the exhibitor booths
Benefits Weekly
- Building a new website
- Creating content for each week, which includes:
- A topic
- An article
- An infographic
- A set of FAQs
- A video
- Links to resources
- Getting sponsors for each week
- Setting up the virtual exhibitor booths (with a fancy name for the exhibit hall)
- Promoting Benefits Weekly
Less Mess More Time
- Adding an image for each article
- Categorizing and tagging all the articles
- Figuring out navigation
Children’s Books
- Editing the books
- Getting them illustrated
- Looking into AI-powered illustrations
- Figuring out how to publish them
- Posting some of the books online and either charging a fee or making it free and supported by ads
Artificial Intelligence
- Taking an online class
- Teaching a 3-hour webinar
- Establishing a website to post information about AI
- Developing a list of services to provide to insurance agents related to AI
It seems like you have a diverse range of work responsibilities and side projects, spanning from insurance to education and content creation. Here are some insights and ways I could potentially help you with your work and projects:
- Time management and prioritization: With so many responsibilities and side projects, it’s essential to allocate your time wisely and prioritize tasks effectively. I can help you create a structured schedule, set deadlines, and break down tasks into smaller, manageable components. This will allow you to focus on the most important tasks while also making progress on your side projects.
- Content creation and editing: For projects such as Benefits Weekly, Less Mess More Time, and your children’s books, I can help you draft, edit, and proofread content. I can also provide suggestions for improvement, ensuring that your content is engaging, informative, and well-organized.
- Research and idea generation: For your various projects, I can assist with research, brainstorming, and idea generation. This can be particularly helpful when planning new courses for ComedyCE.com and FiveDollarCE.com or coming up with topics for Benefits Weekly.
- Website management and updates: I can help you maintain and update your websites, ensuring that the content is up-to-date and relevant. This includes posting updates, adding new images, and managing navigation for your various projects.
- Organizing and streamlining processes: To improve efficiency, I can help you evaluate your current processes and suggest ways to optimize them. This may involve setting up project management tools, creating templates for recurring tasks, or automating certain aspects of your work. By streamlining your processes, you’ll be able to save time and reduce the likelihood of errors.
- Marketing and promotion: To grow your audience and increase revenue, it’s crucial to promote your projects effectively. I can help you develop marketing strategies, create promotional materials, and identify potential sponsors or partners for your various initiatives.
- Monitoring and evaluating progress: To ensure the success of your projects, it’s important to track progress and make adjustments as needed. I can help you set up performance metrics, monitor results, and provide recommendations for improvement.
- Exploring new technologies and opportunities: As you continue to expand your work and side projects, it’s vital to stay informed about new technologies and industry trends. I can help you research and learn about emerging technologies like AI, as well as explore potential applications within your current projects.
- Delegation and outsourcing: With so many responsibilities, it might be helpful to delegate certain tasks or outsource specific aspects of your work. I can help you identify which tasks can be delegated or outsourced, and provide guidance on finding the right professionals to support your projects.
In summary, I can offer support across various aspects of your work and side projects, from content creation and time management to marketing and technology exploration. By providing assistance in these areas, I can help you increase efficiency, streamline processes, and ultimately achieve greater success in your endeavors.