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Gold Circle Cabinet Gold Circle Cabinet’s Mission • Represent the sales force on key issues with respect to operating policies, practices and product development strategies that impact customers, producers, procedures and the sales force. To consult with senior management, ensuring that the opinions of the sales force are clearly articulated in support of the decision making process.
Cabinet Committees • Removing Sales Process Barriers • Breaking down the Internal Company Barriers Underwriting Exhibits • Compensation • Gold Circle Web Site • Client Strategy Council • Onboarding: New Hire Handbook Content
Cabinet Accomplishments • Invited 2 top performing CSS/Account Managers to attend Gold Circle • Increased Email capacity for the Field, from 3 MB to 25 MB; • Continuing to pursue the “Out of the Office Reply” to reach external customers/producers • Direct Voice to the Compensation Committee • Improving and Standardizing Underwriting Exhibits (GC & MM)
Cabinet Accomplishments • Enhanced the PBAB (Screening Board) process • Increased Proposal Support for CM’s • Streamlining the Performance Guarantee process • Partnered with the Client Strategy Council • Provided input for New Hire “Onboarding” • Worked to removed barriers for CDHP Sales