Strategy Hub

Demo with sample data

Week of Sept 21

Prepared Friday at 8:00 AM for leadership and commercial leads

What moved

  • Broker portal pilot went live with 12 brokers in the Southeast region.
  • Q4 pipeline review cadence agreed with regional sales leads.
  • Q4 new business push is ahead of target in Middle Markets.
  • SDR onboarding plan finalized; first cohort starts in November.
  • Onboarding playbook for new account managers drafted and in review.

What's stuck

  • CRM data cleanup is waiting on field ownership from Underwriting.
  • Broker partner tiering needs agreement between Sales and Strategy on the criteria.
  • Inbound lead handoff has no owner between Marketing and the SDR team.
  • Quote turnaround is still slowest where requests wait on Underwriting.

Needs a decision

    About a two minute read. Full detail lives in Priorities.

    Initiative health

    Waiting on you

      Meeting notes in OneNote

      Waiting on your reply

      Emails that asked you something and haven't been answered.

      Recent email

      Open one to see the tasks found in it.

      New business written vs target

      Monthly, Middle Markets and direct sales combined. Bars are actual, the dashed line is target, and green bars beat target. Would come from the CRM through Power BI.

      Average quote turnaround

      Days from request to quote sent, weekly.

      Broker portal activity

      Weekly logins during the Southeast pilot.

      Sept 18 · decided by Maria

      Pilot the broker portal in one region before a national rollout

      Southeast first because it has the most active broker base. Revisit after six weeks of usage data.

      Sept 17 · decided by Sam and Leo

      Quote turnaround is measured from request to quote sent

      One definition across Sales and Middle Markets so the number means the same thing in every review.

      Sept 15 · decided by Evan and Dana

      Commercial initiatives get a named sales owner and a strategy owner

      Keeps the field and the plan tied together, and makes it clear who to ask about what.

      Sept 11 · decided by Dana

      Pipeline reviews move to every other Tuesday

      Weekly reviews were running short on new information. Sales leads agreed.

      Sept 4 · decided by Maria and Dana

      One source of truth for initiative status

      Status updates happen here, not in slide decks, so the Friday brief can be generated from them.

      WhoNew ask for themSomething gets stuckFriday briefUnanswered emailHow
      MariaEmail
      DanaTeams + email
      EvanTeams + email
      SamTeams
      LeoTeams
      AmalTeams

      How notifications would work

      In this demo, notifications show up in the bell and as pop ups. In the real version they would go out through Microsoft Teams and Outlook using Power Automate, so nobody needs to open the hub to know something needs them.

      Email reminders and task suggestions are opt in for each person, since they read that person's inbox.

      Maria's default is light on purpose: only asks that need her and the Friday brief.