Sales & Administration
Paul Reynolds
978-499-1897
in Massachusetts
 
Support & Design
Kim Floyde
970-252-1684
in Colorado
Remote Support
GoToMeeting
   

 

How Things Work

  • Shortly after your payment is received, we send you an email directing you to this page so you can download the above documents.

  • Using information avaiable from your contact information and web site, we set  up your intranet as a WIP — a "work-in-progress"  — on our intranet web server.  An email is sent with the link to this site so you can refer to it as you determine how best to use your customization time.

  • We recommend that you start by reviewing the overall structure of the intranet.  We can change the tabs to reflect the same departmental structure as your agency — for example, Personal and Commercial instead of Service, HR instead of Internal.  Just let us know how you want the tabs set up and we'll do the rest.

  • Other good uses of your customization time:

    • List of your main insurance carriers

    • Employee directory

    • Employee handbook

    • Procedures and info sheets

  • As you send your documents and customization instructions to us, we will post our progress on the WIP intranet and send you an email, indicating how much customization time is remaining.

  • After the five hours of customization time are used up, we can do additional work on a billable basis or ship the intranet CD package to you.

  • When you receive the CD package, you will install the intranet on your network server.

  • You will also install Microsoft FrontPage or Microsoft Expression Web on any workstations that will be used to update and maintain the intranet

  • You now have 30 days of free telephone/email support so that you can call or email us with questions as you begin updating your intranet.

  • When the 30 days have expired, we will send you one final email, inviting you to consider signing up as an Agency Partner.  Many agents do this for a few months as a "safety net" while they continue to learn about updating and maintaining their intranets.