Payroll
Primary: Mindee
Backup: Steve
ImageRight
Primary/Expert: Becca
Backup: Sue
Flip Book
Primary/New: Mike
Backup/Prior: Adam
Medical/Dental/Vision/Disability/etc.
Primary/New: Lindsey
Backup/Prior: Steve
401k
Primary/New: Steve
Backup/Prior: Mindee
IT/Technology Systems Education
Primary: Joey Alfonso
Coates IT / Lindsey
RingCentral/Phones
Primary/Expert: Lisa Lutz
Backup: Lindsey Butler
Notaries
Lindsey, Lisa Lutz, Steve, Sue
Certificate of Insurance
Online Form Client Completes/Returns
Bonds
Primary/Expert: Lindsey
Besnard Insurance – Online Bond Form/Application
DVA – Online Bond Form/Application
Personal Excess
Primary/Expert: Vee
Backup: Angie or Becca
Online Form Client Completes/Returns is on this page (link changes on this page every month)
Wind Buy-Down
Primary/Expert: Vivian
Backup: Becca or Other CMs
Online Form Client Completes/Returns is on this page below the video
e-Signature
Primary/Expert: Angie
Backup: Lisa S., Milly, and Others
Surplus Lines Tax Filing
Florida
Primary/Expert: Vivian
Backup: Kristina and Lisa Soto
All Other States
Primary/Expert: Becca
MSU/RSU Support (online training for restaurant managers)
Primary/Expert: Mike or Brian
Loss Runs/History
Primary/Expert: ResourcePro
Backup: Client Manager or Ashley