Step #2 & #4 are most difficult! The SPEED rules are available on this page, and be sure to read through ALL the instructions!

Thank you for registering

for the Workshop!

Please watch this brief video for more details on the class.

Below are a few easy steps to complete in preparation for the class.

Step #1: Disclaimers (1 Minute – Everyone)

We have an electronic disclaimer that everyone must sign prior to classPlease use your full email address including alias.
 
Everyone who attends the workshop must complete this step.

Step #2: Outlook Folders
(5-15 minutes – Agent Only)

Most agents have OhSoEasy installed in their Outlook to automatically filter emails to shared sub-folders in their mailbox.  If you do not have this already set up, reach out to your AFS and they should be able to assist.
 
We have a few SPEED Outlook Rules that will help the agent stay organized.  We need you to create the subfolders in Outlook for the emails to get filtered into.
 
Right Click “Shared Folders” and choose New Folder. Name it “Service.” Repeat and name the 2nd Folder “ZZZ – Follow Ups”. Repeat and name the 3rd Folder “SMPs”.
 
Right Click the “SMPs” Folder and create the following 6 subfolders
  • Claims
  • Defector
  • IFR
  • New Customer

Please set up these rules prior to class on your own – the video to the right walks you through the process.

Steps (You MUST use Chrome to Download the rules from this site, or save the attachment from your confirmation email to your desktop):

  1. Right Click Button Below
  2. Choose “Save Link As”
  3. Download the Outlook rules to your desktop.

**If you cannot get the rules to work on your own, please send us an email with screenshots of your issue.  
There is NO support from our team after the class for setting up these rules.

Only the agent needs to complete this step.  Fill out the form at the bottom of this page to test out your Rules.

Step #3: Email Redirects (2-5 Minutes – Agent Only)

Contact MySFDomain (or your website provider) at (877) 828-3131 to create 2 email addresses:

  1. forms@yourdomain.com
  2. info@yourdomain.com

You can also do this by yourself by going to www.mysfdomain.com from your workstation. On the left hand side, choose Email, and then add these new emails in the center section.  Make both of these email addresses go to the agent’s email address.  We will cover the reason behind this process during class.

** Like all redirects, these will not work internally. They only work if you send email to them from an outside email service such as Gmail, Yahoo, Hotmail, etc.

Only the agent can complete this step.  Fill out the form at the bottom of this page
to test out your new Redirects and Outlook Rules.

Step #4: ECRM List Views
(5-15 Minutes – Agent + BOD Person)

Go to this page and set up custom ECRM Lists to work the BOD Efficiently.  We will train on these lists during class.
  1. https://speedtrainingworkshop.com/listviews/
  2. List View Video
The agent and BOD person should do this on their workstation.

Step #5: Review Top 10 Tech Tips

Go to this page and review the Technology Tips! We have guided videos for you to follow along. We will go over these tips during the class, although we don’t want anyone to get left behind!  In fact, you can skip the last hour of class if you follow the videos ahead of time.

Review these Tech Tips, and save any questions you have for Q&A during the class.

 
Each person who is attending should review these Tech Tips.

If you need to add, change, or remove a person
from the class, please notify us.

Class Workbook (click to download/print)

 

Test out your Rules & Redirects

  • This field is for validation purposes and should be left unchanged.

 

Copyright © 2016-2020 Sean Morton
State Farm has not reviewed or approved this material, and neither supports or endorses the material presented.
Additionally, State Farm makes no warranty regarding the accuracy or usability of the information contained in the presentation.