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Eagle News

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August/September 2015Volume 1, Issue 8

August - Happy Birthday to:

Isell Garcia (IG) - 8/14

Sam Neidigh (SN) - 8/17

September - Happy Birthday to:

Adrian Otero(AO) - 9/12

Monica Laverdure(ML) - 9/12

William Kuhlman (WK) - 9/12

Shannon Gutierrez (SG) - 9/14

Ryan Pina(RP) - 9/16

Dave Sumner(DS) - 9/15

�eresa Ross(TR) - 9/29

Inside this issue:

Page

1, 2

3

4

Anniversaries, Birthdays, Congratulations

Events; Past and Upcoming

CBIA Summer Golf Tournament

NCH Blood Drive, & United Way Food Drive

Various IRMS News

7

8

Public Relations

12-14

9, 10United Way Walk for the Way

GNCC & REALTOR Tradeshows

In Loving Memory of Jane Boltrek

11

5, 6

15-18Tips & Reminders

AugustHappy Anniversary to:

Carole Rhodes(CR) - 8/1997, 18 years

Doug Shipp(DH) - 8/2003, 12 years

Jaqueline Farinas (JF) - 8/2014, 1 year

Lindsey Cooney (LI) - 8/2014, 1 year

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Congratulations to:

Liz Lewis (LL) Liz passed an examination that

will lead to her AINS Designation!

Morgan Jones (MJ) Morgan passed an examination

that will lead to her AINS Designation!

Sara Hopper (SH)Sara has passed an examination

that will lead to her AIM Designation!

Kristen Kozlow (KL) Kristen has obtained her 6-20 Adjusters All Lines License & 2-20 License!

Candice Stapleton (CD)Candice has obtained her 6-20 Adjusters All Lines License & 2-20 License!

Veronica Hawkins (VH)Veronica passed an

examination that will lead to her AIC Designation!

Veronica Hawkins (VH) has obtained her

4-40 License!

September Happy Anniversary to:

Liz Lewis(LL) - 9/2006, 9 years

Alexander Hawkins(AH) - 9/2014, 1 year

Diana Tejada (DT) - 9/2014, 1 year

Welcome!

Heather Aybar (HA)Client Service Assistant

Congratulations to:

Brandon Hipwell (BH)On his engagement!

Congratulations, Happy Anniversary, Welcome

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Past:8/14/2015CBIA Summer Golf Tournament at Grey Oaks

9/09/15NCH Blood Drive

9/10/15United Way - IRMS Food Drive, ‘Stuff the Bus’

9/16/15REALTOR Association of Greater Fort Myers Trade Show

9/26/201510th Annual United Way Walk for the Way

Upcoming:10/22/15BMI Trade Show at Germain Arena

11/6/15Bonita Springs Chamber of Commerce Golf Tournament

IRMS Events

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CBIA Summer Golf Tournament

Grey Oaks Country Club

August 14, 2015

5

NCH Blood DriveUnited Way Food Drive

�ank you to CD for recommending IRMS host the NCH Blood Drive. We had a great turnout! �e Senior Donor Recruiter was impressed with the

number of donors for our �rst blood drive. Moving forward we have decided to host NCH Blood Drive

semi-annually. Anticipating to host in April and September of 2016.

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NCH Blood Drive

IRMS Trade Shows

REALTOR Association of Greater Fort Myers

Trade ShowSeptember 16, 2015

Greater Naples Chamber of Commerce Trade Show

August 27, 2015

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8

Various IRMS News

�e Shareholders had their 2014-2015 Annual Meeting on Tuesday, August 4, 2015

�e 4th Annual NABOR

Roll & Bowl Invitational

August 16, 2015

FACT Committee Announcement: Welcome our new FACT committee

members: AM, PL, RP and PA. LL & ML will stay on board till the end of

the year to help during transition

9

United Way Walk for the Way

September 25, 2015

10

United Way Walk for the Way

IRMS was a supporting sponsor at the 10th Annual

United Way Walk for the Way

11

Gulfshore Business Magazine

September 2015

the New IRMSad is out!

IRMS Public Relations

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In Loving Memory of Jane Boltrek

“To me, Jane always had this calmness…this way of dealing with things sensibly and realistically. �ings just made sense when she explained them.” -MG

“Jane was kindness, always stopping to listen and heaven has Jane’s bakery – our loss.” -KK

“Jane was my mentor, my friend and everything special. She was a wonderful person in so many, many ways. I miss her daily. A funny story she told me was when she had a snake in her garage. She could not get it out. She �nally used scrubbing bubbles to try and knock it out and a broom. It wrapped around the broom and she got it out of her garage. She was the best teacher and had such strength and knowledge. She loved her dogs . She was just so special to so many and brought such happiness to this world. She will forever be with me in my mind and heart.” -KL

“Jane was always so kind to cater our service meetings with her amazing food creations! �ere was always a guarantee that we would leave our meetings with a full belly. Jane was so reliable with great knowledge of claims for both PI and BI. A week did not go by that I did not call her with some crazy story from a Property Manager and she laughed at the stories and gave me guidance. I think of her daily and wish she was still here!” -MM

“Jane was such a strong, amazing person! She was always willing to help and give guidance to everyone. She always had a smile on her face and a laugh ready for the crazy PI claims stories I would call her about.” -MJ

“An outstanding associate that I was always con�dent and proud to have working with my clients. Not once do I remember a client that was not satis�ed with JB and the professional manner in which she handled business. JB you are truly missed!!” -SN

“Jane has been my rock and my friend the past 10 years. She has made me a better manager, leader and a better friend. She was not able to make me a better cook but she did try! We were very lucky to have such a talented person on our team. She had an ability to make sense out of what we do even when it seemed impossible. Her journey with us will never be forgotten.” -DE

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In Loving Memory of Jane Boltrek

“Jane was a strong and amazing women. Anytime I had a question she was always there to either help me or �nd me an answer to solve my problem. She will be missed and never forgotten.” -JF

“Jane was my daily “go too” person both work wise and personal. I knew that she would always give me the best advice and guidance. I will always value our past conversations about our family and pets, to say the least! Years back she let me borrow a black sweater of hers and I still have it today to remember her by. I miss her very much especially when I walk past her empty o�ce and her smiling face is not looking back at me. Jane may be gone but NEVER forgotten.” -DL

“Jane Boltrek: aka, JB, Buddy, my Pal.

If you look up these words in the dictionary, you will see a picture of Jane.

• Passionate• Trustworthy• Faithful• Creative• Sensitive• Sensible• Smart• Intelligent• Compassionate• Loving• Caring• Life Coach• Mentor, and most of all• FRIEND.

*Not to mention the culinary skills she had and taught me which was not an easy task. She always walked away, rolling her eyes because I didn’t quite understand her instructions. No recipe she gave me EVER tasted as good as hers.

PS. She still answers me when I talk to her!!! Weird, right???” -PP

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In Loving Memory of Jane Boltrek

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Technology Checklists

➢ Turn everything o� and then back on.➢ Follow the checklist so we can evaluate the situation.➢ If you or a co-worker can’t create a checklist, set an appointment with Administration - Technology Unit immediately.

Timesheets

➢ Regularly review your timesheet for accuracy.➢ If there is an error, send a Time Clock Checklist to the Administration Department immediately. ➢ If an associate works less than the minimum hours for the week, Paid Time O� is used, when available, to round up to the full number of hours.

Tips and Reminders

August Tips and Reminders:

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Tips and Reminders

Eagle Newsletter - Employee Contributions

➢ Employees are encouraged to submit any news they wish to be included in the monthly Eagle Newsletter. ➢ �is includes but is not limited to; Life events, personal milestones, recognitions, new clients, inspiring articles, photos, news, etc. ➢ To submit news: • Go into the TAM Vendor file, IRMS 250 Marketing, • Open the most recent ML - Eagle Newsletter, • Insert the information you would like to be included in the next newsletter in the “Employee Contributions” section towards the bottom of the checklist.

Computers - Logging O�

➢ Remember to go to Start/Log Off when you are exiting your work station. Do not hit the X, as this causes problems with user profiles.

August Tips and Reminders:

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Tips and Reminders

O�ce Conversation During Work Hours

➢ Does this conversation merit an appointment?

➢ Be respectful of other associates trying to work.

➢ Talking over and across cubicles is not permitted.

➢ Pick up the phone or go to an Associate’s desk.

➢ Guests should be immediately moved to a conference room.

September Tips and Reminders:

Voicemail Recordings

➢ Review your recorded voicemail message periodically.

➢ Voicemail recordings must follow procedure scripts.

➢ �ere are 3 “out of o�ce greetings” pre-set for easy use.

➢ Any questions, please set a meeting with Administration.

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Tips and Reminders

�e Library – Resource File

➢ Store forms and documents created by carriers not otherwise available on-line.

➢ Store forms and documents created by vendors (i.e., benefits).

➢ Store forms, documents and other files created to support IRMS procedures.

➢ Make sure documents are named consistently.

➢ Keep the resource files updated!

September Tips and Reminders:

�e Agency Managers (TAM)

➢ Name accounts carefully - consult the procedure!

➢ Two entity names should never exist under a single customer code.

➢ Use the corporate name rather than the DBA.

➢ Endorse policies when corporate name does not match our file.

➢ Correct client codes via a Request Checklist to the Administration Department.

➢ Complete the Customer Detail Screen completely and correctly.

➢ Do not abbreviate unless approved or absolutely necessary.