- CONSTANT ANNOTATION — take notes on all things always
- ALWAYS inform clients and policyholders of updates, even if no update (ball on a hill)
- ALWAYS respond to team messages with thumbs up
- 5-minute rule — if it takes 5 min, do it then and there
- ALWAYS schedule follow-up for any task when merited
- ALWAYS unread messages if opened and not yours when merited
- ALWAYS immediately add all project materials to appropriate locations if not uploaded correctly
- Funnel everyone through our systems while making them feel it takes load off their plates
claims operations
CM Constant Rules
Annotation, communication, 5-minute rule, and system funneling.
cm eyes