# tblActivities

Description:
LMTC for Wanda with Howard. She's on the phone; doesn't have voicemail.


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A new member, Sarah Luck called. She wanted to open a savings account with D.Deposit for her grandson. Faxed her the forms needed.


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Spoke with the 4 employees interested with the following results:

3 NEW
1 Pdedn
1 HC
2 Check.
Left 500 payroll stuffers (both spanish & english). Need to mail more.
2 of these employees deal with the Spanish-speaking hires; showed them how to present Alleggacy.


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Tried to contact Maggie.  Out of the office until 12/13.


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E-m'd Vickie to see if they would like to offer an additional financial option at this time.


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dropped off cookies, and invite to greesnsboro appreciation day


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dropped off cookies, and invite for G'boro appreciation day


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dropped off cookies and invite to G'boro appreciation day


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dropped off cookies, and invite for G'boro appreciation day.


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dropped off cookies, and invite about G'boro appreciation day


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dropped off cookies, and invite to G'boro appreciation day


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dropped off cookies, and invite to G'boro appreciation day.


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dropped off cookies & invite about G'boro apprecaition day


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dropped off cookies, & invite about G'boro appreciation day.


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Mailed out 15 membership packets to Beverly Myers in Washington, DC as per her request (she called).


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Spoke with Debbie. Call back 1st week of January.


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Updated new address and phone number in system.


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E-m'd Terry on-site poster, sign up sheet, and echecking flyer.  Also invited her to lunch after enrollment.


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Spk w/ Terry to schedule and confirm enrollment details. Enrollment scheduled for Thurs., Dec. 13 at 12p.  Will provide pizza.


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Spk w/ Mike.  Asked me to call him next Wed.  Completely slipped his mind and his partner is out of town today and then he is out of town tomorrow.


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Emailed Tommy; still going thru organiztional changes but are making "baby steps".  Will keep in touch on progress


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I changed the status to 'INACTIVE'. They no longer wish to be contacted about AFCU.


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Spk w/ Karen.  Not a good time.  Asked me to call her back after the holidays.


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Spk w/ Ed.  Scheduled mtg to find out more information for Monday, Dec. 17.  Two out of three of the partners will be able to attend.


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Tried to contact Jill.  Didn't leave vm msg.  E-m'd instead.


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Spk w/ Mike.  Still hasn't heard back from the group he presented our info to.  Will  follow up w/ them.  Asked me to check back in a couple days.


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Saw all the employees. The current members didn’t have any problems/ concerns to voice at the moment- satisfied with their service and weren't interested in adding new services at this time. 

Signed up one NM with payroll dedn. Three employees took packets with payroll deduction forms, including one who wants to switch all her accounts from a credit union in G/boro soon.


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Called and L/M for Dave to F/U on initial meeting.


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Emailed Gitomer article concering his industry and request to submit paperwork for affiliation.


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Left vm msg for Mike.

Tried to contact Mike again.  Spk w/ Mike who told me Steve isn't interested in offering cu at this time.  Is going to be encouraging employees to open dd w/ Wachovia who is doing their payroll.  Suggested I keep them on my list to contact in the future.


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Tried to e-m Janet.  Came back undeliverable.  Will try to find a new contact.


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Gave presentation to 17 employees. A few already are members (no changes). John Lempp is with Truliant.
Left membership materials behind for those employees who weren't present.


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Staff meeting was cancelled; forgot to contact us about this.
Did however speak to several employees/members with the fol. Results:
2 HC
3 PD

Will get back in contact with Debra at a later date to determine whether rescheduling another visit is an option.


Description:
I took Laura Spann to lunch to share with her all of the product offerings of Allegacy Services. I took Julie Reimers with me. We discussed their 11 different locations, Delaware, Baltimore, dc, atlanta, WS, Charlotte, Wilmington De, Tyson Va, Greenville, SC; raleigh, Greensboro, RTP and Durham. They have a group of attorneys that as a committee oversee their benefits. They are self funded by United Healthcare. Aon consulting works with them on this. In addiiton they use DL Davis for some products. They use an online HR system with ceridian and are very happy with this process. Their 401K is with Marshall and Isley trust. They recently added 14 new funds for a total of 28 to offer to staff. We talked about seminar offerings and she told me I would need to talk with Pat Valentine. She is intersted in Flex Spending Account with us.


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Tried to followup with Pam; left voicemail about possibility of onsite visit in January '08.


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Jennifer Hemric called about scheduling our yearly onsite visit to their office. Returned her call; she's out to lunch. LMTC.


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Mailed 100 membership kits as per request from Sharon King.


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Gave presentation- out of the 8 employees present, 6 are members already. Informed them of new 7-mth CD offering. 
Ron Sr & Gina Schwartz were interested in having their current mortgage refin; their original mortgage holder sold it and they are dissatisfied with them.

Received good feedback/testimonials about our fraud protection from Gina and CD rates from Ron Jr.


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Emailed Brad Bennett & Mike Grice in reference to The Business Journal article & their interesting job titles.


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Stopped in with Susan Bleckley of Cooperative Payroll to see Brad and/or Mike.  Neither were in office at the time.


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Emailed Brad & Mike about meeting to discuss affiliation.


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Scheduled open enrollment for 7th Jan 2008. Emailed Jennifer flyer announcing Allegacy visit.


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Brad Bennett emailed back last night.  Said they have relationship with BB&T as they are a client but said we could still talk after New Years.  Will call after Jan. 1


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Rec'd e-m from Marlene letting me know she got married 12/12 in the Cayman Islands and changed her last name to  White.


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Confirmed tomorrow's enrollment w/ Ed & Kim.


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Met w/ Tom Bell & Rhonda to talk about affiliation. They have 900 employees overall in 12 locations. They are in NC,SC and VA. The company does lift trucks, constructions, parts & service, pinnacle cranes, and truck rentals. The three largest sites are Greensboro, Charlotte and Ashville. Gbso has 75, 400 in charlotte and 90 in Ashville. They have their own credit union relationship and are checking on the amount of participation.


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Debbie Campbell returned call from last week concerning SEG appreciation luncheon at G'boro branch.


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Called Nikki to followup on next year's dates for open enrollment. Left voicemail.


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Mailed 250 payroll stuffers (English) to Kristen as promised.


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We are working on an affinity check card for Novant. This card will offer a special on reward points. It will take about 90 days to get the program up and running. We are waiting to hear back from them on the advertising mediums they are going to allow us to have.


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Met with Barry Brown. See notes in other Medcost listing.


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Met with Barry to discuss the benefit product offerings. They have a self funded medical and dental program. However, all of their supplemental products are outside with a company called Worksite Solutions. After talking with Barry, he shared that they used to offer payroll deduction for these programs but became very unhappy with the process. They recently notified the company that they will have to call the employees and set up monthly billing for premium payments. This comes up for renewal in April/May time frame. He would like for JBA to quote on these programs. This would include cancer, vision, accident, hospital, disability and universal life insurance.


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Emailed Gina thanking her for scheduling onsite visit with us.


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Emailed Phyllis thanking her for scheduling onsite visit with us.


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Emailed John @ Greensboro office thanking him for scheduling onsite visit with us.


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Emailed Sarah thanking her for including Allegacy in their benefits fair.


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Emailed Linda thanking her for scheduling onsite visit for Allegacy.


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Emailed Chris thanking him for scheduling onsite visit with Allegacy.

Mailed him SEG card for $15. He was REALLY helpful!!


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Emailed Ran thanking her for inviting Allegacy to participate in their benefits fair.


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Emailed Kathy thanking her for inviting Allegacy to participate in their benefits fair.


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Emailed Cynthia thanking her for scheduling visit with us.


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Emailed Kristen thanking her for scheduling visit with Allegacy.


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Dave's out of office till Dec. 26. Did not leave a message.


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Gay's in a meeting. LMTC about scheduling onsite visit.


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Onsite visit scheduled for Jan 8th from 11am-1pm. There are 2 lunch breaks: @ 11:30 & 12 noon. They don't have company wide meetings due to the # of employees (400).

Set up in lunch room.
Emailed Steve flyer announcing Allegacy visit.


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Follwing up on lead from Bill Lackey, called & left message for Jeanette Landreth


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Rec'd reply from Lynn that she would like to meet but after Christmas will be more convenient.  Asked me to call the 2nd week of Jan to schedule mtg.


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Met w/ Ed.  Asked me to follow up next week.  Going to check w/ other partners.  Will be offering mandatory dd.  18 employees out of 25 are college students.  E-m'd info on checking accts & request letter.


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Mailed 250 payroll stuffers (Spanish) to Kristen as promised.


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S/W Carol Troutman who works part-time at Lowe's.  Believes they are affiliated with Truliant.


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Emailed Charlie Hamilton inquiring about Kaba's status regarding credit union affiliation.  Charlie works there and is an acquaintance of mine.


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Charlie emailed back stating they are affiliated with Members Credit Union.


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Will & Kanta held enrollment:

4 savings
2 cking
5 Pay Ded
HC 1 
AIG 1


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Called Barry to schedule visit first week of February '08 as per his email to Belinda. Left him a voicemail msg. Will call him back after New Year's.


Description:
Called to schedule. Museum's closed today; happened to get A.J., the office mgr in the office.
Call him back on Thursday if no word back from him on Wed.
He has to check with his supervisor.
Updated SEG rep info.


Description:
Barry returning my call. Open enrollment scheduled for Feb. 6 from 10am - 1pm. No staff meeting scheduled; during lunch breaks.
Emailed Barry poster announcing visit.

Auto Buying Seminar scheduled for 1/30 @ 11:30 a.m.


Description:
Originally ran into Doug Jones in late November and followed up w/ an email on 11/26.  He is a sales rep for CINTAS and we discussed getting together to see if we might be able to help each other out with contacts.  Emailed him today and we are going to meet for lunch next week.


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Left followup voicemail message for Debbie about onsite visit soon.


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Just back in the office; doesn’t know what her calendar looks like now. Call her on Friday


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Followed up with Karen about scheduling enrollment. As they are conducting end-of-year closings, she will get back to me about scheduling for Jan.


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Left msg for Cindy with Brooke. Out of office till Wed.


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Left msg for Sue re. scheduling initial enrollment for Allegacy participation, as a new SEG.


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Spoke to Chad. Best time to facilitate visit would be from 7:45-8 am on a morning. They open @ 7:30am & their appts. Start from 8am. Call Chad back early next week to get date.


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Spk w/ Ed.  Are going to affiliate.  Will have pwork completed beginning of Jan.


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Spk w/ Ed.  Made appt to pick up pwork tomorrow at 11a.


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Spoke with James. They are going through a transition now in that one of the founding partners retired & sold his share of the company.
Therefore, they will be changing their name soon; now is not a good time for them to even think about scheduling enrollment.

James asked that we call back mid-February to see about this.


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Wanda's out of office today. Call back tomorrow.


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Tried to followup with Pam. She's out of office, left voicemail msg for her about onsite visit.


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Left voicemail for Donna re: onsite visit.


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Followup call to Lisa regarding new hires and onsite visit.


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called for Ron to see whether there were any dates available for Allegacy to come out and hold an enrollment.


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Left voicemail for Shannon. He's out at Asheboro office.


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Called to see whether new employee handbook had been completed yet. Left voicemail to schedule enrollment.


Description:
Held enrollment with the following results:

4 New
2 Chkn
2 DD
2 P/D


Description:
Rec'd e-m from Elizabeth inviting me to emp mtg.  Tentatively scheduled for 2/8 or 2/15.  Replied to confirm time and thank Elizabeth.


Description:
Following up on email request from website; stopped by to drop off information.  Dr. Durham was unavailable.  She subsequently called and asked about stopping back by.  Met with her and picked up paperwork for affiliation.  Also going ahead and getting her in touch w/Connie in Auto Buying.


Description:
S/W Loretta today.  They have discussed and concern that there are not physical branches for many of their employees is the reason they do not want to affiliate.  Discussed online & remote services but Loretta said that w/many of their employees being older it's just not what they want to do.  Thanked her for opportunity & advised to call if anything should change.  Will mark as lost.


Description:
Spk w/ Terry.  Scheduled enrollment at mandatory mtg 1/11.  Discussed ways to entice employees.  Asked about Hispanic employees.  All except 1 speaks English.  

E-m'd Terry to schedule lunch one day next week to share credit union benefits with her before emp mtg.


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Emailed Jeanette Landreth to follow up on previous message about meeting to discuss affiliation.


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Spk w/ Leslie to confirm benefits fair.  Benefits fair will be 1/10.  Potentially 75 employees may drop by.


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Picked up pwork.  E-m'd factors to consider along w/ brief description.


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Rec'd e-m asking to reschedule enrollment.  Rescheduled for 1/17.  Invited Chris Austin w/ AIG.  Chris is e-mailing me possible topics.


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Stopped by office on Trade St.  Spoke w/Terry Barrett.  Discussed affiliation & info needed to move forward (original charter date).  Terry also asked about deposit accounts as they currently are w/BB&T and their checking is currently getting 4.2% (balance is approx. $2 mil).  Advised will have Gwen Meyers contact him to discuss.


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Called & L/M for John Rutledge to discuss affiliation.  John has worked w/Brack Morton on a person basis.


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Stopped by to see Dave Reich but was not in today.


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She has a banking relationship with First Citizen's. She said they are very happy with their relationship and are not interested in changing. The other rep,  Dot retired.


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Went by new office to familiarize myself with them. Confirmed with Rudy for Jan 8th.

Ralph Miller from AIG will be there as well.


Description:
2 HC
2 PD
Gave a member forms to open up joint HC & VC accounts with her husband. Fielded questions on Mortgage & Auto loan rates.

Gave $15 g/card to Jennifer Hemric for scheduling enrollment.


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Cindy's not in at the moment. Will call back later.


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Spoke with Debbie. They are scheduled up through the middle of Jan. She will check with the president and get back with us before the end of Jan.


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Left voicemail for Tony to call me back.


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New guys will be in training from the 14-25 Jan. Call Connie back 1st Feb.


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Left voicemail for Lisa about previously discussed enrollment.


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LMTC for Donna re scheduling onsite visit.


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Spoke with A.J. He will get back to me later today about the feedback from their staff meeting today.


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Emailed Paige Green to follow up on affiliation.


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Spoke to 2 employees and gave them membership packets & AIG booklets.
Left $15 'thank you' g/card with Rudy Allen.


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Will look @ her schedule to see when we can come out, esp. since the employees are wanting to set up their accounts.


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Call Chad back in the morning to get initial enrollment date.


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Mailed Jon Bowman tickets to Wake vs. Fl State for Jan 20th.


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Initial enrollment with staff meeting scheduled for Jan 14 @ 8am.
Emailed Chad flyer announcing Allegacy visit.


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Emailed Rudy thanking him for scheduling onsite visit with us.


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Emailed Jennifer thanking her for scheduling onsite visit with us.


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F/U w/Gwen Meyers on contacting Dr. Durham to discuss Merchant Card Services (& Bus. Banking).


Description:
Spoke with Mark; he will check with the prodn. Mgr. to see whether it will be feasible for an onsite visit to be scheduled.
If no word back by mid-next week, call him back.


Description:
Needs to check schedule to see when next training sessions or in-house days will be. Should get back to me before end of Jan; call her back 1st week of Feb, if no word.


Description:
Enrollment scheduled with Nikki for Feb 29th from 10:30am - 2pm. We won't be able to be onsite during their benefits open enrollment dates.
Scheduled instead to setup in cafeteria during associates' lunch breaks.
NB: USE THEIR DIRECT DEPOSIT FORMS.
Emailed Nikki flyer in Ppoint format to be displayed on their plasma screens throughout the hotel. Nikki expressed her interest for a Christmas club acct; faxed her  mbr. app w/pay. Dedn. Form.


Description:
Spoke w/Cathy Stanley in HR.  Melissa Grabrielson is longer there and Debbie McGinnis(sp?) is who I need to discuss affiliation with.  Not in today but left message w/Cathy to have her call me.


Description:
Enrollment.  9 new mbrs; 9 pd, 2 ck, 2 dd, 5 h, 1 mortgage, & 1 personal loan.


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Emailed Steve thanking him for scheduling with Allegacy.


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Emailed sales address from website to inquire about possible affiliation


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Lendy Moore in Inside Sales emailed back to let me know he had forwarded my request to Sarah Maxwell in HR.


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Spk w/ Karen.  Still swamped.  Asked me to contact her in Feb.


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mailed payroll stuffers to Joey Perkins attention.


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Called to followup with Sherry about possible enrollment dates @ all 10 branches. Left her voicemail.


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Left voicemail for Nancy about possible enrollment.


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Division not complete as yet. Call him back mid-Feb. when they should be through with new hires.


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Initial enrollment scheduled for Jan 17 from 8:15 a.m. during their staff meeting. Emailed Cindy flyer announcing Allegacy visit.


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Ron will get back to me about possible date for onsite visit.


Description:
Attended benefits fair.  2 new mbrs, 1 ck, 1dd, 1pd.  Several people said they were going to mail in apps.  Gave Ervin and Lelsie $15 gift cards to Starbucks.


Description:
met with Jim Dobbins and Joey Perkins on Monday. I introduced Gwyn Meyers to them.  They own 5 companies and 15 acres of commercial property. Their annual revenue was 12 million for 2007 for Sharp Interiors and 3.5 million for sharp stone. They have employees in Danville Va, Mt Airy, Elkin, Arat, Hickory. Lexington, Robbins, Benson and Nashville. They have been with LSB- New Bridge Bank for 15 years. Their payroll account is with BB&T because they are able to cash checks for the employees that live outside of WS area. They currently have 272 checks written each month and 45 deposits. Joey really likes the online banking features and the idea of paycards.


Description:
set up appointment to meet with Jody to discuss credit union benefit at her office. Wednesday, January 16th at 1pm.


Description:
Called for Laura to see whether they need more m/ship packets. Also, if she's still interested in doing a Lunch & Learn during the 1st quarter of '08. Left voicemail for her to call me back.


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Called Sonjia to see whether they need more membership packets for employees & vounteers; left vm.


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Laura returned my call. Mailed out 50 membership kits as per her request. Also, doesn't look like it will be possible to schedule an educational seminar during the 1st quarter; the 2nd quarter should be better.


Description:
S/W Karena Tate regarding affiliation.  They are currently w/Summit.  Karena is a member of Allegacy and likes us very much.  Per her request, I did email her my contact information.  Also discussed payroll and forwarded web address for Cooperative and Susan Bleckley's contact information to her.


Description:
Spoke with 4 of the 7 employees. Left membership kits with them. Also mentioned the current referral promo.

Emailed Chad thanking him for scheduling with Allegacy.


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Called Marty to see whether they are still hiring; left her voicemail message.


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Spoke to Don. Due to the nature of their business, they pay their employees, on the day of the events, by cash or check & don't hold staff meetings.

Mailed some paycheck stuffers.


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Called and spoke w/ Lindsay and she is going to mail us notification on letterhead of the company name change.


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Call Patience back in March to schedule during their benefits time.


Description:
Spoke with Bob about scheduling onsite visit. No new employees since last enrollment in '06.
Will call me back; if no word by tomorrow call him back Wed/Thurs.


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Called to find out feedback from staff meeting. AJ not in, left him a voicemail.


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Nancy's out sick; left her followup voicemail message.


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Left Alison vm about possibility of scheduling onsite visit within the next couple of months.


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Employees all set; nothing to be changed. Mailed Shirley new member referral cards, webpay promo info & educational seminars flyer. Mailed some pens, AIG booklets & Allegacy @ Work to them.


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Took Terry, HR and Shelly, the owner's wife to lunch.


Description:
Carey and I attended a truck driver mandatory mtg to talk about Allegacy.  Did not sign up any new members but answered a lot of questions.  1 emp interested in our 7 month CD.  1 emp interested in home equity.  1 emp interested in e-checking, & 1 emp interested in refinancing auto loan.


Description:
David returned my call yesterday. I left another voicemail for him today.


Description:
Visit scheduled for Jan 17 @ 11am. Sue & another lady will be the only ones there as the guys travel from their homes to Raleigh every day. Will walk with paycheck stuffers for absentees.
Emailed Sue flyer announcing visit.


Description:
Left vm for Tom re: scheduling initial enrollment to speak with all the employees.

1/16:   Tom called back & left vm requesting we call back in Spring/April as they are swamped with deadlines.

1/17:   Called Tom to confirm for April call/got the vm


Description:
Left vm for Kellie re: scheduling initial enrollment


Description:
Spoke with Sherri. She will check who's now responsible for scheduling and planning the agendas for their monthly meetings. Followup with her on this by end of this week. 

Send her flyers for the realtors' mailboxes mentioning that L.N. Realty is affiliated with AFCU. Check with Rita on this.


Description:
Rec'd vm msg from Deidra cancelling lunch mtg.  Left vm msg for Deidra to reschedule.


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E-m'd Deidra to confirm rescheduled lunch mtg.


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E-m'd Tom & Rhonda to follow up on info I dropped off.


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Dropped off info on Balance, credit card rates, checking accounts, and shared branch locations for Greenville, Roanoke, and Columbia.  Also included comparison of Allegacy and CEFCU.


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Spk w/ Linda.  Scheduled lunch mtg 1/24 w/ Linda & Marian, owners.


Description:
Fred's unavailable; left him a vm about onsite visit.


Description:
Spk w/ Kate.  Cannot offer cu w/out checking w/ HQ in Pittsfield, Massachusetts.  Kate contacted them to find out who she needs to check with.  Will let me know as soon as she gets a contact name.


Description:
Left vm on Ashley's direct #; following up on time availability for onsite visit.


Description:
Scheduled onsite visit with Chuck for Jan 25th @ 6:45 a.m. & 2:45 p.m. These are the times they hold their meetings on Friday.
PRESENT @ MEETING; MAKE IT SHORT. Call Chuck BEFORE Jan 25 to confirm that Allegacy will be coming. Emailed flyer announcing Allegacy visit.

NB: They also have Truliant.


Description:
we have purchased all the loans from this credit union. They are dissolving.


Description:
Bob called back on 1/15; no interest/need for onsite visit @ this time. Will keep us in mind if a need arises. 
1-16:  Emailed him listing of our educational seminars offerings.


Description:
Cindy called to reschedule meeting. Due to the inclement bad weather tomorrow, most of her staff would be coming in late (they have small children).

1/16: Called back to reschedule. Cindy is checking for opening to reschedule meeting. Will get back to me later today.


Description:
Cindy not in. Left her vm about scheduling onsite visit. Mentioned her checking for the date for the warehouse meeting.


Description:
David returned my call. As he has been out on continuing education courses for the past 4 days, he needs to get caught up. He expects to call me back before Jan 24; if no word back by then, give him a call to set up date for initial onsite visit.


Description:
Katie stepped out of the office. Left msg for her with Kim.


Description:
Stopped in to see Jeanette Landreth; receptionist advised she had an auditor in her office.  Left brochure and card.


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Left vm for Kristy about scheduling enrollment visit to their offices soon.


Description:
Cold call.  S/W young man that Lynn Layher (sp?) is the HR person; she was not in.  Left info & card.


Description:
Cold call.  S/W Rene Regan (recpt) at front desk; Rusla Fulp is HR contact.  They are, however affiliated w/ Truliant.


Description:
Cold call.  Melinda is HR contact; not available.  Left info & card.  S/W employees outside taking their break; not affiliated w/any C U that they are aware of.


Description:
Left  voicemail for Felicia about scheduling onsite visit.


Description:
Cold call.  Met & spoke briefly w/Cindy Winzer at front desk (they were getting lunch order together).  Currently not affiliated w/any C U.  Left info & card w/Cindy and will F/U to set appt.


Description:
Cold call.  Confirmed Stacy Weatherman is HR contact.  She was not in.  Left info & card.


Description:
I took Gwen Meyers out to see her. I explained all of the benefits that Allegacy now offers including payroll, insurance and realty. She said October 1st is the renewal time for her LTC and Life that is company paid. She is interested in offering the new product to her employees. She is very interested in 401k offerings.


Description:
Called number listed in ReferenceUSA.  No answer & no voice mail.


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Emailed request for contact info for HR through company website.


Description:
Confirmed Sharon Taylor is HR contact.  They are however, affiliated w/Summit Credit Union.


Description:
Dropped by to see Kim.  Everything went well w/ her first payroll run.  She made some errors but no errors on Cooperative Payroll's part.  Very busy through Feb with 401K, getting the info for HRIS together, and training.  Scheduled enrollment for Tuesday, Feb. 12.


Description:
E-m'd Charlie to let him know there is a possiblity AIG & Mortgage will not be able to attend enrollment tomorrow due to incliment weather.  Charlie replied to reschedule because he had 18 employees sign up.  E-m'd everyone to confirm rescheduled date of Feb. 7. Carey and Jackie confirmed that they will be attending Feb. 7.


Description:
Rec'd reply to my lunch invitation.  E-m'd w/ potential dates to schedule lunch.


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Received email from Sherry Williams who is the HR Manager.  Advised they do not affiliate with any companies.  Returned email thanking her for getting in touch.  Will still follow up on affiliation.


Description:
Called to S/W Sarah Maxwell; not in today (weather).


Description:
Emailed under contact us link to ask about CU affiliation.  Spoke of business services.


Description:
Called & L/M for Paul Seibert (acquaintance of mine) to get info about Arc One.


Description:
Called to confirm whether everyone would be there. Only Sue is there today. Visit rescheduled for Jan 29 @ 11am.

Faxed her revised flyer.


Description:
Mailed Wanda 50 paycheck stuffers for employees as well as 25 Allegacy @ Work booklets as per request..


Description:
Rec'd e-m from Charlie asking me to pick up 2 member apps.  Replied to let Charlie know I will be by to pick them up.  Picked up apps.  Missing back side asked Charlie to fax them to June.  Will e-m her Hvl FC fax number.


Description:
E-m'd Hvl FC fax number to Charlie for back side of apps.  Rec'd call from Charlie letting me know she did not receive my e-m from yesterday or today, if I sent the fax number.  Called Charlie and left vm msg w/ fax number and names of employees we need back side of apps for.


Description:
Emailed Emily about possible CU affilation and mentioed Payroll since they use ADP.


Description:
Emailed Jessica (met her from benefit fair) about possible affilition w/ CU.


Description:
Visit scheduled for 9/21 from 12:50 - 2:00 pm. Presenting at end of Staff meeting.


Description:
Mailed letter to follow up on initial conversation with Dave Reich.


Description:
Name change to Iron Mountain Records Management, Inc. Geoff will be faxing the letterhead for NCUA either in a day or two.
Emailed him with my contact info. to thank him for his assistance.


Description:
Rcvd email from Emily stating she will fwded info on.


Description:
Called and they said that they already have a CU affiliation w/ Members Credit Union.  They are not interested in adding another CU.


Description:
S/W HR department; affiliated w/Members Credit Union.


Description:
Spk w/ Sal.  Not interested in our Hvl FC  because they are moving out of the Hvl Bus Park to Concord.  Asked me to e-m info on our remote services and check into shared branching for Credit Union One.  Sal is a mbr of Credit Union One in Michigan.  E-m'd Sal info.


Description:
Spk w/ Patty.  Last year involved with national benefits conversion.  Included all 800 organizations.  Rolled out Jan. 1, 2008.  National HR office located in Washington DC. Have not moved forward w/ credit union benefits because of conversion.  Next step will be to take our info to the board.  Scheduled lunch mtg to reconnect and share new information about Allegacy.  Mtg. 1/29.


Description:
Jennifer is no longer w/ the company.  They have not replaced her yet.  Transferred me to Shannon Sanderson in Benefits.  Got vm.  Didn't leave msg. Will try again later.


Description:
Rcvd emailed from Pan Vandyke letting me know that she has taken Gloria place with her contact info.  

She also asked for some updated mbrship packets.  UPS'ed those to her today.

I replyed to email also asked her to lunch so we could meet.


Description:
Janice called and LM to req more packets be mailed.  UPS-ed 50 packets & bank/CU comparison


Description:
Rcvd email from Scott Poindexter, req more mbrship kits.  Placed in lobby for him to pick up on 01/24.


Description:
Called and spoke w/ Tammy about CU affiliation.  Mailed informational packet to Tammy.


Description:
Cold call.  Spoke w/recpt.  This T M Logistics is not based in the UK (Taylors of Martley).  She did state their HQ was out of state and there was not an HR person (?) at the K'ville location.  A little guarded about providing info but did confirm they have about 100 employees at this location.  Will continue to research company.


Description:
Dropped by to see Craig.  Was not in today.


Description:
Cold call.  Spoke w/Lori Winters (recpt) at front desk.  They are affiliated with Truliant.  Confirmed Natachia Mitchell is HR contact.  Left Allegacy Services brochure as Natachia was unavailable.


Description:
Patricia Whetstone called about opening Hol. Club accts for her & her daughter, Ronisha Reid before scheduled visit on Feb 29th.
Faxed 2 sets of Membr. App & P.Dedn forms to Nikki for them.
Mailed off 2 apps. to Patricia's home address: 3106 Timberbrook Dr, Charlotte, NC 28208


Description:
Spk w/ Carey.  Latrelle was on the other line.  Carey knew about us.  Had been at the Charlotte location getting something notarized.  Is going to have Latrelle return my call to talk about affiliation.  This university is in our underserved area.


Description:
Rec'd call from owners' assistant cancelling lunch mtg.  They will call to reschedule.


Description:
Spoke w/ Judy and scheduled enrollment for February 27 @ 8:00.


Description:
E-m'd Tracey.  Rec'd reply that they only offer benefits all of their employees nationwide can participate in so they would not be able to offer us.


Description:
LMTC w/ Kristy about scheduling a lunch/breakfast meeting to meet one another.  We have not had an enrollment since she is the SEG Rep wanted to meet w/ her to go over what AFCU is.


Description:
scheduled enrollment for 1/29.

1/23: Emailed  flyer annoucing visit.


Description:
LMTC w/ Pat about scheduling an enrollment.


Description:
Thomas called; they have completed formulating all the(ir) sponsorship manuals. I asked him to email me the(ir) sponsorship manuals as well as the Casino Night info. Will touch base with him early next week.
Fwded copy of email to Belinda & Rita.


Description:
held enrollment w/ industrial:  Savings 4, cking 4, dir dep 4.


Description:
Left vm msg for Chuck to confirm presentation Friday.  Chuck returned my call.  The plan was for me to present at the end of the meetings so that any employees who are not interested could leave.  The meetings last 20-30 minutes.  Asked about bringing breakfast to entice them to stay and Chuck joked that for a fee he would lock the doors and make them stay.  I offered him a Target gift card.  He said he loved Target and now he is going to make them stay.


Description:
Latrelle left me a vm msg returning my call.  Tried to return her call but she is in a mtg until 4:30.  I will call her back.  Spk w/ Latrelle.  Carrie thought I was from 1st Legacy CU so they were a little confused.  Talked w/ Latrelle about Allegacy.  Currently offer Wachovia.  They sometimes have benefits fairs but other than that they hand out info to new hires and include them in benefit highlights.  Offered to include our info.  Explained about the request letter and that we ask our sponsor companies to allow us to come onsite at least once per year.  Not interested in meeting but asked me to e-m info.


Description:
Met Deidra for lunch.  Took her to Carrabas.  She relocated to Charlotte from New Orleans because of Katrina.  She, her husband, and daughter, Taylor (8 yrs old) decided to stay instead of rebuilding.  Rest of family went back to New Orleans. She visits New Orleans a lot.  Daughter attends St. Gabriels.

Has a lot of things going on right now that are higher priority such as getting their accreditation and opening their new bldg.  She enrolled their new medical and dental benefits last year so she thinks this year would be a good time to focus on offering cu if the employees are interested.  Not sure the employees will be interested but offered to add cu benefits to her survey in March.  Chose not to allow Wachovia or Bank of America at work programs.  Does not want to interfere w/ employee banking relationships.  Has had personal issues w/ Bank of America.  I asked if I could come out and do a lunch and learn to explain the credit union benefit before the survey.  Deidra agreed that might be helpful.  They meet every Mon at 4:15p.  About 20-35 faculty and staff meet.  Suggested I bring fruit because of the company fitness challenge.  They hold their benefits fair in Oct/Nov.  Deidra suggested this be the time to roll out credit union benefits.  She thinks we will get more of a turnout.  Also, offered to make us the focus this year and allow us to have several 20 minute presentations.  

Womble Carlyle is their attorney. E-m'd a reference letter from my rep at Womble Carlyle. Also, e-m'd my availability for their Monday afternoon mtgs.  E-m is the best way to contact her.


Description:
Brent R. Essick, Mbr # 80673230 called to inquire about his ATM card. I checked with the Contact Ctr & was directed to submit a req. for card replacement on VISA page under Grapevine. Suggested the ease & convenience of WebBanking & Estatements. He will look into signing up.

Request for new card submitted 1/23; asked mbr to contact me when he receives new card. Just as a backup, will F/Up with Brent by Feb 6th.


Description:
Nancy on phone; left her a voicemail to call me back.


Description:
Spoke w/Representative at Trademart Blvd (W-S).  Confirmed they are affiliated w/Members C U.  Laurie Merrit may be contact person at Regional Rd location to discuss Allegacy Services.  Will follow up.


Description:
Donna's in a meeting; left her a followup voicemail regarding Allegacy visit.


Description:
Spoke with Phillip Kelley, Sr.  Advised he would be interested in affiliation.  They are working on end of year and would like to talk further in February.  I will call him mid-February (15th) to set appointment.  Will change back to new lead.


Description:
Left voicemail for Sherry to call me reg. whether any dates for banking benefits have been scheduled; also to discuss the option of scheduling individual site visits.


Description:
Spoke with Jackie as Terri was in a meeting. I asked how the payroll was progressing & her response was "great, no noticeable glitches".
Since now is their slow season, I asked when is their busy season- March/April. I was advised to call back then.


Description:
Spoke with Dave; the date for their 401(k) sign up is sometime in March although the exact date is unknown @ this time. The employees will have about 12 fund options to choose from. I asked him whether I can bring an AIG rep when I come out- NO.
Call Dave back 3rd week of February to schedule.  

Next time I speak with him,  need to ask him over how many days will the sign ups be?


Description:
referral from Sheila Hutchens in HR. I contacted company and they are interested in offering Allegacy to the staff. I mailed preliminary information and will follow up to see about a formal presentation.


Description:
Correction: entry is for Kevin Harvice Inc.


Description:
Called to F/U on initial visit.  Cindy Winzer relayed to recpt that they were not interested in affiliation at this time.


Description:
Spoke w/ Lynn.  She works in accounting.  Eric Ebert is actually the person to contact; he is not in today.  Confirmed they do not currently have a relationship with any credit union.  Will F/U with Eric next week.


Description:
Spoke w/Julie @ JBA;  though they are listed as a client, it is comission split w/ Jim Davis.  Okay to call on them.


Description:
Spoke with Cindy; she's been busy and will call back for date. Their hours are 9am - 9pm daily.


Description:
Met Barry Brown with Julie George @ JBA to discuss voluntary benefits program.  Issues have been billing and service.  HR is spending a lot of time that could be better utilized elsewhere.  JBA will be putting together some samples of things they provide for clients as well as proposals for the volunteer plans.  Currently have relationship with AON.  May be some opportunity with their core benefits too.


Description:
Spoke w/ Lynne and asked if she would be intersted in us mailing a packed about affiliation.  She said that Mr Welch (pres of company) just asked her to do some research on that, and that would be great.


Description:
Called Debra and LMTC about discussing possible CU affilation.


Description:
Spoke w/ Gale, and mailed her a packet on CU affilation.


Description:
Left voicemail for Karen reg. end-of-year closings. I promised to call back within 2 weeks.


Description:
As per Belinda's email, mailed $50 target gift card to Thomas in way of sponsorship contribution.


Description:
Left a voicemail for Cheryl requesting new paperwork due to their name change. Name on voicemail is Old Vineyard Behavioral Health Services.

I also asked about setting up an enrollment.


Description:
Left a voicemail on Geoff's cell; followup on whether he faxed the NCUA to us as per our conversation 1-17-08.


Description:
Spoke with Kellie about eligibility for membership @ Allegacy thru' affiliation & possibility meeting with all the employees together. Asked me to call right back and leave my info on the voicemail as she's presently out of the office; left voicemail on her answering machine.


Description:
Cold call.  Spoke w/Christine in lobby.  Andrea Wall is contact person but was unavailable (conducting orientation).  Christine not aware of any credit union affiliation and thought they have about 200 employees.  Left brochure & card for Andrea and will follow up.


Description:
Cold call.  Spoke w/Sandra at front desk.  Kathy Galiszek is Office Manager; she was unavailable.  Sandra was not aware of any credit union affiliation and thought they have about 50 employees.  Left brochure & card for Kathy and will follow up.


Description:
Cold call.  Too many patients lined up; will follow up via phone.


Description:
Cold call.  Spoke w/ Terri Weatherly; they are affiliated with Truliant.


Description:
Followed up w/ Sal.  Not interested because they are moving to Concord and prefer to have a credit union w/ a branch nearby.


Description:
Spk w/ Ellen.  Needs to check w/ president.  Asked me to e-m info.  E-m'd info.


Description:
Attended 2 enrollments.  Chuck didn't make them stay as promised.  10 employees stayed for morning enrollment. 1 mbr, 1pd.  4 emp stayed for afternoon enrollment.  1 mbr, 1 ck, 1 dd.  Gave Chuck gift card to Target. Also replaced old packets w/ new ones on the hall table.


Description:
Cold  call.  Spoke w/Toy Beaty in lobby.  Couldn't get exact number of employees but she stated there were only about 10-12 in this office and they have another location as well as folks who work outside the office.  Will confirm # of employees to see if worthwhile to pursue.  ReferenceUSA has them at 70 employees.


Description:
'Lunch & learn' visit scheduled for Feb 8 from 11-2. Approx 19 employees should be in the building that day. Their staff meetings are held either on Sat evenings or Sunday mornings, since they are open 7 days/ week, from 10 am-8pm. Will be taking pizza (Papa John's is popular for them-Main Street): Cheese/Pepperoni/Meat Lovers.

Will speak to Jeannette separately also.
Emailed flyer announcing Allegacy visit.


Description:
Stopped in to see Donna/Glen Goins.  Donna was not in.  Talked to Glen about re-visiting payroll and health plans.  Their re-newal is not until fall (Sept-Oct).  Glen will follow up to see about discussing payroll again.  R J Harris is semi-retired working 2 weeks out of the month.  Donna & Glenn are his daughter & son-in-law.


Description:
Cold call.  Spoke w/ rept; they are not part of Novant.  Transferred me to Regina Mabe where I left a message to return call.  We have not contacted since '04


Description:
Cold call.  Spoke w/Kathy Moore.  They are affilaited w/Truliant.  Will stop by with Allegacy Services info as she did express interest in other services.


Description:
Regina returned call.  Discussed affiliation.  Will have to get Administrator involved in decision.  Will stop by tomorrow with brochure & paperwork.


Description:
Invited Charlie to lunch after.  He declined invitation.  Called and spk w/ receptionist to find out restaurants in the area I could get a gift card for.  She suggested Mama Ricottas or Starbucks. Starbucks is located in their bldg.


Description:
Orientation: 1 mbr, 1 ck, 1dd, 1 pd, 1 h


Description:
Picked up gift card from Target.  Picked up breakfast items for morning enrollment.


Description:
Met w/ Patty to reconnect since it has been over a year since we met to discuss affiliation.  Very interested in offering us in addition to their present cu because of the convenience factor.  Also very interested in mortgage seminars and our auto buying service.  Their emp currently use the other cu primarily for Christmas clubs.  Currently have 50 emp. Employee ages range from early 20's to 50's.  Do not have benefits fairs but do have benefit meetings in Sept.  Open enrollment is Oct. & Nov.  Next step is for her to find out if she needs board approval or if she can add us on her own.  Next board mtg is 3/17.  Next emp communications mtg is in March.  Would like to roll us out in a communications mtg.  Hopes to have decision for me by mid March.


Description:
Izzy (Elizabeth) Tutterow, the owner's daughter & Sue were there. Izzy inquired about the lo-doc mortgage; thinking about refinancing her mortgage.
Left membership kits & payroll stuffers. On payday, the employees come in at different times throughout the day & night (each of them has a key to get into the main office) to pick up their paystubs/paychecks. 

1-30: Emailed them thanks for scheduling onsite visit with us.


Description:
Jennifer & I visited on Jan 29th with the fol results:
2 New mbrs
2 Chk
2 DD
Emailed Stan thanks for scheduling visit with Allegacy.


Description:
Cold call.  Robert Sandee (President) answered the phone.  They are affiliated with Truliant.  Will follow up on Allegacy Services.


Description:
Mailed follow up thank you letter.  Included Allegacy Services info and brochure.


Description:
Jodi is no longer with the company; since July '07, Hollan Peterson has been the new HR Mgr. Updated info in SEG Mgr.
No complaints from employees about their Allegacy membership & service.

Their employee benefits come up for renewal December 1st; so far, they are pleased with the service from: United HealthCare- health & company insurance plan; Reliance Standard- dental, supplemental insurance, short & long-term disability care/insurance.

Asked about scheduling onsite visit as well as educational seminar for retirement & investing. Emailed her my contact info & poster for educational seminars offerings. They have an employee meeting coming up soon; will check with Brian, her boss. Expect call back by Wed next week; if not, follow up with her on next week Thursday.


Description:
E-m'd Vicky to get her new address to send the at work flyers to her for Mid Carolina Cardiology.  Also invited her to lunch to thank her for her support.


Description:
E-m'd Charlie the name change letter for NCUA.  Attached read receipt to make sure she got it since we have had e-m issues in the past.  Didn't get the read receipt so left vm msg.


Description:
Stopped in to see Regina Mabe.  She had a few minutes to talk.  They have approximately 60 employees now.  She saw no reason why they wouldn't want to affiliate.  She will talk it over and get back to me.  Left brochure & paperwork and explained process.


Description:
Emailed Dee to F/Up on whether the Exec. VP has given her a response on scheduling onsite visit. Also sent her a copy of our educational seminars offerings.


Description:
Stopped in to see Kathy to follow up on phone call from the 29th.  She was not in (early lunch).  Left Allegacy Services brochure and will follow up.


Description:
Spoke w/ Quinton and scheduled meeting to bring lunch to his office staff, and strategize on recruitment for CU.  Meeting scheduled for 02-20


Description:
Asked recpt about C U affiliation; forwarded me to C(K?)athy Weisner(sp?).  Left message to return call.


Description:
Spoke w/Christine briefly; forwarded me to Andrea Wall's V/M.  L/M to return call.


Description:
Spoke w/ Ronnie and he is going to check and see when a good time for us to come out in the next few months would be.  This will be a formal presentation, to most of staff during a a staff meeting.


Description:
LMTC for Lori about meeting each other for lunch, and also talk about participation.


Description:
Spk w/ Elizabeth to confirm emp mtg.  Mtg rescheduled to 2/22.


Description:
LMTC for Wendy about meeting her for lunch and discussing the participation between Polo & AFCU.


Description:
Scheduled meeting to discuss partnership w/ AFCU for 02-07 @10:30


Description:
Marty's with a patient. Left her a voicemail; have they finished with hiring?


Description:
David not in office @ the moment. Left msg with Diane for him.


Description:
Emailed Donna requesting time to meet/talk with her about CU participation/ schedule onsite visit.
Also sent her list of our educational seminars.

She responded (email) that they will pass on the onsite visit for now. Will F\up in a couple of months.


Description:
Emailed her requesting onsite visit during one of their staff mtgs/gatherings. 

Looking back in SEG to Jan '07, Joanne expressed interest in having us come out in Feb/Mar of '07; will mention this to her.


Description:
Debbie emailed to cancel our scheduled meeting for this Thursday, November 15.  No interest from employees in having Allegacy come out. She said that perhaps if this changes, we could reschedule at a future date.


Description:
Emailed Debbie to express interest in scheduling a Lunch/Learn educational seminar sometime during the 1st quarter. 
Emailed her our seminar offerings.


Description:
Sent email to Linda about holding an enrollment.


Description:
Emailed Debbie to F/Up with her, as agreed, about potential scheduling for onsite visit. Highlighted mortgage & money mgt for visit/seminars.
Also emailed educational seminars list.


Description:
Rcvd email back and we have scheduled a meeting for 02/14 @ 10:00 to discuss.


Description:
Spoke w/ Sallie and scheduled enrollment for 03-06-08 from 2-4.

2-1: Emailed flyer announcing visit.


Description:
Spoke w/ Tim about scheduling an enrollment.


Description:
Mrs. Ola Ashford called about increasing her monthly VISA payment immediately; she didn't want to wait till the 2nd pay period for dedn to take effect. I checked with K.Cozart in payroll,  then transferred mbr to Contact Ctr.

2/1: Called mbr to see whether her request had been completed; she's satisfied.


Description:
Attended Chamber of Commerce's Business Before Hours at Sharpe's location.


Description:
Emailed Valerie about scheduling an enrollment.


Description:
Haven't heard back from Geoff yet; left him msg to call.


Description:
Picked up name change letter and interofficed to BW.


Description:
Spk w/ Brenda.  Still too busy to consider credit union membership.  Asked me to call her back the first of March.


Description:
Beazer left Charlotte according to the news.  There is a federal investigation going on. Marked Lost.


Description:
Rec'd reply from Tom letting me know they are not in a position to add another cu at this time.  Told me to feel free to stay in contact and see how things go in the fall.  Replied to thank Tom for the update and let him know I will stay in contact.


Description:
I called to f/u on informational packet mailed about CU affilation.  I LMTC


Description:
Called to schedule initial enrollment. LMTC for Michelle with Pat (Wallace ??)


Description:
Sherry Lee is out of office. Will return tomorrow.


Description:
Gary's out of office with ltd. Access to voicemail/email until Feb 11th. Left voicemail msg to call regarding scheduling initial enrollment.


Description:
Michelle returned my call. They just completed their neighbourhood surveys- when all their employees come report to HQ. She will put scheduling initial visit on her to-do list/calendar for this week; get back to me before next Monday.
The mgt. associates meetings are held on Tuesdays. Two more months left in their 6month survey/ contract.

Mentioned that Paul stopped by with some packets a while back.


Description:
Pam's retired, since Oct. 2007. New contact is Tony Schaffer. Updated info. Their next orientation should be about March 3. We will F/Up soon/ he will get back to me.


Description:
Tried to contact Angie.  Got vm msg.  Didn't leave msg.  E-m'd.  Angie replied that she is no longer in charge of employee benefits.  She suggested I contact Nancy Czajkowski w/ Nascar in Daytona Beach, FL.


Description:
Tried to contact Jennifer.  Didn't leave msg.


Description:
Tried to follow up w/ Casey.  Got vm.  Didn't leave msg.


Description:
Tried to contact Chris Ward.  Didn't leave vm msg.


Description:
Tried to contact Nina.  Didn't leave vm msg.


Description:
Called Doug Jones to follow up on earlier conversation about networking opportunities.  Left message to schedule lunch.


Description:
Spoke w/ Kathy.  Received brochure.  They are doing year end and auditing.  Asked to contact her at end of month.


Description:
LMTC w/ Pat Hunter about scheduling an enrollment.


Description:
Spoke w/ Sherri & scheduled enrollment for 02/21 from 12-2.

Savings 2
Holiday 2
Pay Ded 2
Switched 2 cking to Smart Rate Cking


Description:
Spoke to A.J. According to their Exec. Director, since they are no longer using our payroll services- they went back to Paychex who offered them a hefty discount- he doesn’t see a need for us to come out for a staff of just 4 ppl. 

Emailed AJ educational seminars flyer to keep in mind.


Description:
LMTC about enrollment.

Rcvd call back & emailed her list of seminars that we offer.


Description:
Emailed Brad to schedule time to still discuss affiliation opportunity.


Description:
Got Cindy's vm.
Emailed her instead: requesting initial visit; also the list of educational seminars that we offer. Mentioned that this month mortgages & money mgt are top concerns for a lot of people.


Description:
Tried to follow up with Joanne on the email I sent last week. Got her vm; left her a msg to call me.


Description:
Cindy responded to my email. Mailed out 80 paycheck stuffers to her as requested.
 
As their business is distribution (drivers, warehouse workers and small office staff) they really don't have meetings that would be appropriate for this type of presentation.
Best to come in and set up an informational table and send her some type of flyer that she can distribute with payroll checks.


Description:
Enrollment scheduled for February 28 from noon-4 p.m. Emailed her flyer announcing Allegacy visit.


Description:
Called Charlie, 2 visits scheduled:

Feb 7th @ 10am at the Fed. Bldg office & March 25th at the AMVETS Post.
The Post meetings are held monthly on the last Tuesday of the month.
Emailed Charlie flyers announcing Allegacy visit for the employees @ Fed. Bldg & the members @ the meeting.


Description:
Joyce on the phone; left her vm to schedule onsite visit.


Description:
Left vm for Barbara about scheduling onsite visit.


Description:
Beth still works there, out to lunch @ the moment. Left her msg to call me.


Description:
Spoke with Linda Whitaker. They have downsized to 4 in-house employees. 
She said that the GMgrs would inform any new hires about AFCU. Asked her about m/kits- they have enough for now.


Description:
F/U w/ Lynne about receiving packet of info about CU affilation.  She said she has had a chance to review, but Mr Welch (OWNER) has not had time to complete it, he has been in and out.  Asked her to please call w/ any questions and I would be glad to help her.  I will make note to call again in a week or so.


Description:
Updated her email addy. Emailed Nancy about scheduling onsite visit.


Description:
Emailed Sherry for permission to contact the individual locations about scheduling onsite visits. (Refer to 11/5/07 convo. With Sherry- she would arrange for all locations).


Description:
Nancy emailed me back: they have been going through several changes in her department and doesn't have the time to schedule onsite visit now. She will however, assign it to a member of her team and will let us know who. Her team mbr will then be in touch to set it up.


Description:
Called Barry to confirm whether visit for tomorrow is still on their schedule.


Description:
Sherry emailed me back: gave me the OK to contact the individual branches about onsite visits . She had hoped to organize benefit fairs. 
There are 13 separate offices but nine facilities.


Description:
Pat Hunter returned my call and she said that she just implemented a new Payroll service and now is not a good time for any thing else.  Call her back in April and maybe all the kinks will be worked out.


Description:
Spoke w/ Dawn and mailed her CU affilation packet.


Description:
Spoke w/ Tina Phillips (sister-in-law) about if they have an affiliation w/ any credit union.  Is going to follow up on what is offerred at work.


Description:
LMTC w/ Angela Edwards about possible CU affilation.


Description:
LMTC w/ Scarlet about possible CU affiliation.


Description:
Cold call.  Spoke w/ Melissa at front desk.  They are affiliated with Members C U.  Gail Bennett is contact to follow up w/Allegacy Services.


Description:
Cold call.  S/W recept.  Did not think they have affiliation w/any C U.  Tina Murphy is contact.  Left brochure and will follow up.  They a little over 100 employees.


Description:
Employees in & out during their breaks; spoke to 6 mbrs, 5 people took new mbr packets (one new hire, 1 new F-time).

Joel Groce, VP of Admin is interested in CUABS as he will be purchasing an Acura before the week is out; wants to compare CUABS $$ with the price minus $2700 discount/rebate that the dealership is offering him. 
Answered mbrs' questions; one of the attendees @ the AutoBuying Seminar came by.


Description:
Left voicemail for Kim Price @ Camp Hanes branch. Mentioned that Sherry gave the go-ahead to schedule individual site visits instead of at benefit fairs.


Description:
Left voicemail for Sam Franklin @ Community Outreach Services (COS) branch. Mentioned that Sherry gave the go-ahead to schedule individual site visits instead of at benefit fairs.


Description:
Called Jeannette to confirm whether visit for tomorrow is still on their schedule. Left vm stating such.


Description:
Cold call.  S/W recpt (after finally being let in).  Kathy McDaniel is contact person.  Left brochure & card to follow up.  Mentioned that somebody had come by from Allegacy a couple of months ago; thought it was Co-Operative.


Description:
Spoke w/Susan @ Co-Operative.  She did make initial contact but said it was OK to pursue.


Description:
Spk w/ Rick.  Not interested because corporate offers a corporate cu and will not authorize a local cu.


Description:
Spk w/ Yvonne.  Swamped w/ taxes.  Asked me to call her at the end of Feb.  (Best success for contact may be at lunchtime).


Description:
Felicia will be out of the office the wk of the 11th.  Will call her the following wk to see if I can schedule a mortgage seminar.


Description:
Took pizza for onsite visit 2-8-08. Addressed concerns for 6 mbrs; one about a personal loan; called her back today with answer to loan ques.. 
1 NM
2 PD
Left mbr packets with Jeannette as per her request.


Description:
Sandra Wood-McMillan now works @ Forsyth Hospital.
Left vm for Michelle about scheduling onsite visit.
Her voicemail stated that she's the Mgr of Excel Imaging MRI Ctr. Will get correct business name when next contacted.


Description:
Spoke with David @ Amvets. He opened his mbrship, plus 1 Chk w/DD last week Friday.


Description:
Spoke with 3 employees plus Charlie. Charlie has been a mbr for 7.5 years & is pleased with Allegacy thus far. David & Russell are dissatisfied with their current banks, Wachovia & BoA respectively are going to switch their main accounts to us. Garry thinks he will open an account.
Gave Charlie (SEG rep) $25 Thank You g/card.


Description:
Called to F/up with Hollan about date for upcoming employee mtg. Left her vm


Description:
Left vm for Carol about scheduling onsite visit in the near future.


Description:
Scheduled onsite visit @ K'ville YMCA with Chris Brady. Emailed flyer announcing Allegacy visit.


Description:
Left voicemail for Doug Harris @ Stokes branch. Mentioned that Sherry gave the go-ahead to schedule individual site visits.


Description:
Left voicemail for Jolyn Roberts @ Winston Lake branch. Mentioned that Sherry gave the go-ahead to schedule individual site visits.


Description:
Called Jennifer Rackley @ Davie branch. She's in a mtg, so I left vm about possibly scheduling onsite visit. Mentioned that Sherry gave the go-ahead to schedule individual site visits.


Description:
Called for Marcia Cole @ Central YMCA. She's not employed there anymore; the receptionist suggested Whitney Levins.
Left vm msg for Whiney about scheduling an onsite visit.


Description:
Spoke with Lynn Beuter @ West Forsyth branch. The dept. heads for this branch all meet this Thursday; Lynn will get their contact information & schedules and email them to me for scheduling visits to each dept. @ the W. Forsyth location.


Description:
left vm msg for Tony about confirming March 3 for their next orientation.


Description:
Called for Kristy; she's in/out of office today. Left vm about scheduling a lunch/breakfast meeting to meet one another.  Mentioned that we haven't had an enrollment since she is the SEG Rep; wanted to meet w/ her to introduce ourselves & to go over what AFCU is.


Description:
left f/up msg for Michelle with Claude; she's in a meeting.


Description:
E-m'd Cheryle.  E-m came back undeliverable.  Called.  Left vm msg.


Description:
LMTC w/ Dawn about Follow up w/ CU affiliation.


Description:
Followed Up w/ Lynn and she said that Mr. Welch wanted to speak w/ me but he is on LOTS of committees for me to touch base next week.


Description:
LMTC w/ Janice about schedulling an enrollment or seminar.


Description:
Spoke w/ Julia and we have planned on meeting for lunch one day in March.  Want to talk to her about Allegacy Services, and relationship building.


Description:
LMTC about scheduling an enrollment and or seminar.


Description:
LMTC w/ Kim about scheduling an enrollment, or seminar.  Teased her w/ Smart Rate Cking promo, so maybe she will call back and schedule.


Description:
Scheduled a meeting w/ her on 02/14 @ 10:00.


Description:
Does not want Allegacy on site at this time.


Description:
Spoke w/ Dawn and asked about an onsite visit.  She said that they had a benefit fait in Nov and we never showed up.  After talking w/ Dawn she emailed invite to David.  So I gave her updated info for Paul and I.  She asked if I wanted to mail her some info to include in their new hire packets for the new company merging into cornerstone.


Description:
Spoke w/ Scott Fowler w/Hilti.  Clemmons Drywall is one of his clients.  Ginger is probably who I need to talk to regarding benefits.  Mentioned Wendell as one of the principals of the company that he deals with as well.


Description:
Emailed Mark about scheduling an enrollment.


Description:
emailed Mary Ann to schedule an enrollment.


Description:
Rcvd email back from Leo and she said that she would compile a few dates and let me know next week.


Description:
F/U w/ Tammy and she said that she has rcvd packet but she is still really busy finalizing open enrollment.  I told her I would check back w/ her in a couple of weeks.


Description:
rcvd email from Gail and replied about questions regarding an enrollment.


Description:
Emailed Quintin to confirm lunch tomorrow.


Description:
Called to let them know that they were approved for membership.  They have been members for some time and do not need an enrollment.


Description:
I called and asked to speak to HR. They tranferred me to Rhonda Bunker. I explained to Rhonda what we have done in the past. She asked me to send her information on Allegacy. I told her about the 6% checking.


Description:
Called and LMTC about them being approved for membership.  Also about an enrollment.


Description:
LMTC about being approved by board.  Also req an enrollment.


Description:
Rcvd email Leo proposed date of 02/29 @ 3:00.  Kanta will be present.


Description:
Tried to contact to schedule initial enrollment.  Not in.  E-m'd.


Description:
Emailed Kathy to schedule an enrollment.


Description:
Kathy responded, scheduled enrollment for Kanta on march 3rd @ 7:30.


Description:
Rcvd email back stating that pretty much everyone there is happy with their current financial instituition.  She said that if we come out she is pretty certain there will not be a lot response.  She asked that we continue to mail posters and she will be more than happy to hang on board for employees to see.


Description:
Emailed Kristy tried that method, and undeliverable came back.


Description:
Jenn pulled touche report for me.  Currently have 23 mbrs, 13 ck, 2.17 accts per mbr, 1 equity, 0 mortgages.  Met w/ Nikki to introduce myself & discuss penetration strategy.  She signed up for a savings, christmas, & smart choice checking.  Dropped off app to Charlotte.  Interested in having us come out twice/year.  Will allow me to come to their new hire benefits meetings every 60 days.  60 days is when they are eligible for their benefits.  Does orientation every other week but has too much to present to allow me to come to those.  Will give out member packets.  Open enrollment is Feb.  Will check to see if we can come to that.  Very interested in our seminars.  Would like to confirm in the next couple days to schedule one for mortgage & IRAs.  Also, thinks employees would be interested in Holiday accts.  Asked  	about intranet link but since it is their corporate benefits page updated at corporate we are not allowed.  Nikki asked for a generic marketing piece for their benefits bullitin board.  Called Jarvis to confirm his attendance at the enrollment next Friday, 2/29.  E-m'd Jarvis details.Rec'd e-m from Nikki requesting help w/ on-line banking.  Replied.  E-m'd Chrystal to see if we have a generic marketing piece approx 4.25 x 5.5 they can put in their benefits bullitin board.


Description:
LMTC about possible CU affilation.  Mentioned ATM in Kimel Park location.


Description:
**Remember to discuss ATM coming to Kimel Park**


Description:
**Remember to mention ATM coming to Kimel Park**


Description:
Spk w/ Charles.  Going on vacation to Barbados.  Asked me to call him next Wed to schedule.


Description:
Spk w/ Karen.  On the other line.  Asked me to call her back later.


Description:
Met Wendy & Lisa at SHRM meeting.  Discussed briefly affiliation for their Triad employees; they have their own CU in Salisbury.


Description:
Sent follow up email to Lisa and Wendy on affiliation.


Description:
Left vm msg to see if Patty found out whether or not she needs board approval to affiliate and to try to schedule a mortgage seminar.


Description:
Tried to contact to schedule enrollment.  Didn't leave msg.


Description:
Met Leilani at the SHRM meeting.  Discussed briefly affiliation.  Susan @ Co-operative also talked to her about payroll.  They are about to swith from ADP to Flex-Pay.


Description:
Sent follow up email to discuss affiliation further.


Description:
Rcvd a message from Natalie expressing interest about affiliation.  Emailed her back w/ info per her message.


Description:
Natalie called back and asked more detail questions, and at the end of the conversation she wanted me to email paperwork for her affiliate.  I going by to pick up signed paperwork today.  Also to drop off At Work flyers to announce to the staff.  She is really excited.

This company is also w/ Center for Clinical Research


Description:
See notes from Carolina's Pain Institute.


Description:
Enrollment.  Chris Austin and Carey Furr participated.  Provided lunch.  3 mbrs, 2 ck, 1 hk 2 dd, 4 pd, 1 od, 3 mortgages, 2 AIG.  Gave Charlie gift card to Mama Ricotta's.  Charlie e-m'd me to thank me for the card and let me know the employees were very happy with the presentation.  Replied and asked Charlie to e-m me the lunch invoice.


Description:
Rec'd lunch invoice. Completed check request will drop off to Belinda Friday.


Description:
Followed up w/ Nikki to make sure she registered for web banking.  E-m'd her smart rate checking details.


Description:
Spk w/ Felicia to follow up on employee who had contacted me.  She believes he got everything set at the financial center earlier this week.  Also talked to her about doing a mortgage seminar.  Asked me to e-m something she can pass around to guage interest.


Description:
I ran by and picked up affiliation paperwork


Description:
Ran by and picked up affiliation paperwork.


Description:
Met Bill Hearn briefly at Chamber function in Clemmons this morning.


Description:
Spoke with Jan; Bill Hearn is a sales rep.  Kay Clark is contact person.


Description:
Spk w/ Ellen.  She checked and they are not at all interested.


Description:
Cold call.  Met Karen who is Ginger's sister.  Ginger will be out of the office for a week.  Left info and will follow up the first of March.


Description:
Tried to follow up w/ Donny.  He is no longer w/ company.  Got transferred to corporate cu again. Called back and asked for HR.  Spk w/ soemone in HR who suggested I mail some info to the corporate office:  Human Resources Programs, 4171 Sessen Ln., Baton Rouge, LA 70809.  Mailed packet of info.


Description:
Spoke w/ receptionist and she told me to contact Lisa Dawson on Monday morning.


Description:
I called to talk to HR about CU affilation.  I found out that they are going to be merging into WFUBMC Comp rehad area on March 1st.  Lady I was talking to wanted a packet.  I mailed her some mbrship kits to her attention.


Description:
Paul and I went to meet w/ Barbara.  They have increased number of employees to 92 in 4 bldg's all in G'boro.  Their Health insurance is Well Path Health, and Renaissance for Dental.  For Payroll that use Pay Chex, and Morgan & Stanley for 401K.  They are not interested in looking at any new avenues, she made that rather clear.  Made her aware of our Realty dept.  Overall good meeting, she banks w/ us and is PRO Allegacy.  Not interested in enrollments at this time.  Updated info, and emailed her educational seminar list.


Description:
I received a VM from Johnette calling me in regards to CU affiliation.  I explained to her what it entailed and answered her questions.  I emailed her paperwork b/c of strong interest to  affiliate.


Description:
Followed Up w/ Tim and he said that he was going to be honest and he has not done anything since we last spoke.  He said that they have a VERY busy March coming up and he wanted me to contact him back in late March'first of April.  Made note!


Description:
LMTC w/ Michelle about scheduling an enrollment.


Description:
LMTC w/ Dawn about CU affiliation teased the Smart Rate Cking account.


Description:
Rhonda called me to ask about contact info for the employees, the information we would post on their intranet site and if we have logo available. I called her back and gave her this information. In addition, meeting with marketing to determine what landing page they will see when they sign in to our site form the intranet site. I also asked her for two days that we can come and allow employees the opportunity to sign up for membership.


Description:
Called & L/M for Kay Clark to return call to discuss affiliation.


Description:
Followed up on referral from Georgeene Smoot.  Called & left message for Jessie to return call.


Description:
Kay returned call.  Stated corporate office in Florida makes HR decisions.  Mailing info for her to follow up with.


Description:
Cold call.  L/M  for Dan Calhoun to return call.


Description:
Emailed Gregory to see when we could meet to discuss Allegacy for his employees and/or students.


Description:
Sent F/U email to Tammy requesting time to meet & discuss affiliation.


Description:
Ran into Dave Hampton a couple of weeks ago at Starbucks.  We played basketball together at 1st Baptist Church years ago. Emailed him today to see about meeting for coffee.


Description:
Spk w/ Pamm.  Too busy to talk right now but is going to call me back w/ some questions.


Description:
Mike returned my call to let me know they are not interested at this time but I can try him again next year.


Description:
Not interested at this time.  Going through a merger so it isn't a good time to be adding benefits but I can contact her in Aug, Sept, Oct.  She may be interested then.


Description:
Spk w/ Karen. Swamped.  Asked me to give her a month or two.


Description:
E-m'd Nikki to get a pdf of their dd form.


Description:
Dropped off lunch and learn check request to Belinda.


Description:
E-m'd Chrystal to follow up on mortgage e-m blast for the attorneys.


Description:
Rec'd e-m blast from Chrystal.  Forwarded to Charlie.


Description:
Spoke w/ Lisa and she said there were only 4 ppl in her area, and she is not interested in affiliating.  Will mark as LOST.


Description:
Called to f/u w/ Johnette.  She said that her office has been really sparce due to the flu.  She has not had a chance to fill out the paperwork but she is still going to to.


Description:
Spoke to Darryl w/Gallins; he was here to see Gaynell.  Inquired about affiliation.  He was not aware of any relationship.  Advised to contact Matthew Gallins.


Description:
Gaynell F/U w/Belinda and advised we should contact John Fourqurean (VP) at Gallins after her conversation with Darryl.


Description:
Stopped in and spoke briefly with Tommy Holder.  Still waiting on OK from corporate to move forward.


Description:
Stopped in to see Dave Reic; not in.  Spoke w/ Nora who will F/U w/Paul Davis in HR.  Also discussed health renewal which is due in June.  Kristin Carter w/JBA left info with Nora as well.


Description:
Brack & Jeanette at the K'ville Mountain St branch are working with them on a business account.  Will F/U on SEG opportunity as well as JBA & Co-operative Payroll.


Description:
Stopped by to see Karen Blue; she was in a meeting.  Left SmartRate Checking flyer for her to relay to staff.


Description:
Stopped by to see Shannon Manring; not in.  Left SmartRate Checking flyer for her to relay info to her staff.


Description:
Rec'd em from Nikki w/ question about debit card.  Replied.


Description:
Per Brad's request, contacted this week to set up meeting.


Description:
Spoke w/Phillip this morning, still working on year end.  Is interested in affiliation but asked to contact him later in March.  Will set reminder.


Description:
Called & L/M for John to return call to discuss affiliation.


Description:
Spoke w/Nora briefly; she works in another dept but fills in as needed.  Forwarded me to Paul Davis' V/M as he was in a meeting.  L/M for Paul to return call.


Description:
Called & L/M for Sarah Maxell to return call.


Description:
Called & L/M for Kathy "Goliszek" to return call.


Description:
Holt Morris called yesterday for Brad Bennett.  Met with her today to discuss affiliation.  Is interested as it is giving their employees a choice of "Coke or Pepsi".  Will follow up w/Brad to discuss further.  Will contact by the 14th if not heard from by then.


Description:
Met briefly @ SHRM meeting last week.  Stopped by to F/U with today.  Kit will be leaving soon.  She has passed the info on to Joe Fulk.  Susan "Davis" Tucker (from high-school) works there as well.


Description:
Sent F/U email from SHRM meeting on the 19th.


Description:
Janice called and said that she would interested in a seminar.  She said that the investment seminar is her first choice.  Contacted Ralph Miller and he is checking w/ CUSO and will get back w/ me.


Description:
Attended enrollment. Signed up 5 new mbrs, 4 ck, 5 pd, 2 h, 2dd.  E-m'd to update Kim, thank her, and reply to question regarding interest rate on smart checking acct.  Also e-m'd Ivan answer.


Description:
Visited the office yesterday. Spoke about new accounts & referral promos. 
Called Cindy to thank her for allowing Allegacy to visit.
Had the foll. results for onsite visit:
Left member kits & some pens with her.
Cindy's interested in opening joining herself; left a packet with her.
 
3 New, 1 SmartRate Checkn w/DD.
Gave out 6 m/kits (3 w/P Dedn forms & 1 with DD form  to checking).
One woman's husband works @ RF Micro in G'
boro; as I was unsure of whether this is a SEG I told her I would check- they are not.


Description:
BB&T was also there. Kathy's out on jury duty today. About 13 employees came through whilst I was there; 7 are members.
One of the members who I spoke to about SmartRate has a golden eagle account; another mbr inquired about what we offer for students. I mentioned Checking, loans/scholarships & gave her Mary Pickard's info. 
Handed out 2 new mbr kits.


Description:
Tried to contact Charles.  Out of the office.  Will try again later this afternoon.


Description:
MONTHLY PLAZA TABLE:
Spoke with & handed out flyers to about 15 employees who passed by about new SmartRate checking. 3 were really interested, possibility of changing to SmartRate. 
Gave a recently-made FT employee a new mbr kit; she's interested in opening up at least a savings with P. Dedn.


Description:
E-m'd Nikki to thank her.  Mailed Target gift card.


Description:
Met w/ Jeff, Eric Johnson's contact who introduced me to comptroller.  Spk w comptroller.  Only have 28 employees but interested in offering us for the holiday club accounts.  Company located in Gastonia.  Owner also has 3 other locations, Keith Hawthorne Ford in Belmont (60 emp), Keith Hawthorne Hyundai in Lowell (25 emp), and Keith Hawthorne Hyundai in Charlotte (22 emp).  Unfortunately I will need letters from all of them individually.  Got phone numbers and contacts from comptroller.


Description:
Spk w/ Eric's contact, Pete.  Currently offer Coastal FCU to their employees.  Coastal has branch near by.  Pete is a mbr of Allegacy & Coastal.  Majority of accounts at Coastal.  During conversation realized his home equity rate w/ Coastal is higher than ours.  Gave referral to Carey.  Pete suggested I e-m or mail him info to share w/ office mgr.  Will try to spark her interest.  Also corporate is located in that building so other locations would be eligible. Has locations in Albemarle, Shelby, and another one in Concord.  Mailed packet of info and e-m'd request letter to Pete.


Description:
Enrollment.  8 mbrs, 5 ck, 5 dd, 6 pd, 5 h, 1cd, 3 auto, 1 auto buying, 1 AIG.  Gave auto loan referrals to Andrea.  E-m'd auto buying lead to Connie.  Added AIG lead to grapevine.


Description:
Met w/ Cheryl Rhoades to discuss networking opportunities.  We had met previously from Chamber functions.  TechGnome is a relatively new business (approx. 5 yrs) and has only 3 employees at this time.  Did discuss payroll & JBA.  Cheryl is involved w/GMA and forwarded invite to me.


Description:
Kanta found this company in SEG Mgr and called me about it.  Transferred it to my name since they are located in Gastonia.  The phone number has been disconnected.  Tried to research to get a new number and make sure the address is correct.  Was not able to find any info.  Contacted payroll office to get number.  Spk w/ new payroll person who had no idea who we are or if there is a location in Gastonia.  Contacted operator who gave me Gastonia's phone number.  Called Gastonia but got company vm.  Didn't leave msg.  Will call back to schedule enrollment & get name change letter.


Description:
Spoke w/Ron Couture.  Previous conversation was concerning employees outside of the Triad and their access to the C U.  Discussed no-surcharge ATMs, online banking & Smart-rate checking.  He will bring it up again at their meeting this month and asked if I would contact him the 1st of April.


Description:
Left vm msg for Jim Lobrich, Eric Johnson's contact.  Jim retunred my call and asked me to call him next week.  End of the month is busy for them.  Currently has 8 employees who are interested in mortgages.


Description:
Contact cancelled mtg tomorrow.  Going to put something in paychecks to see if the employees are interested.  Also, found out they don't offer direct deposit so she is going to see if they will do the web direct deposit to us.


Description:
Sent follow up email to Joe Fulk to discuss affiliation.


Description:
Emailed Chris Stewart as he could not talk last week when I contacted him twice.  He apparently needs some clarification on some items regarding affiliation.


Description:
Met Tracy Vance in training.  She is a new employee at Allegacy.  Her husband Jeff works for Gwyn.


Description:
Tried to contact Kim yesterday and today.  Got vm.  Didn't leave msg.


Description:
Stopped in to see Tina; they do have affiliation w/truliant.


Description:
Promoted SmartRate outside our FMC branch. Quite a bit of traffic; several employees are interested in switching over to SmartRate. @ least one person switched while I was there.

Also got a mortage referral.


Description:
Connie's on the phone; left vm with assistant for her to call me back.


Description:
LMTC for David with Diane. He's expected in the office later on today.


Description:
Patience not @ her desk. LMTC regarding scheduling during their upcoming benefits time.


Description:
Spoke with Holly. Since they are in the process of redrafting their policy statement (these will be handed out @ the mtg) they are unable to confirm a date for employee mtg as yet.
In addition, Joe & Brian will be out of the office till 3-17 on a business trip. By April 1st, they should be able to finalize a date; call Holly back on April 4th.


Description:
Spoke with Tony. They will be rolling out Direct Deposit soon. 
I suggested having us come there for about  1 hour to facilitate those employees interested in Allegacy/DD to save a trip down to branches. He disagreed with my suggestion as their upcoming employee mtg cannot be more than 20 mins since they don't want the machines down too long.


Description:
Left vm for Loree about scheduling onsite visit soon.


Description:
Emailed Jamie about our seminar offerings & SmartRate checking.


Description:
Mailed smart rate checking flyer w/ letter.


Description:
Currently offer Truliant.  Happy w/ services.


Description:
Mailed letter w/ smart rate checking flyer.


Description:
Mailed letter w/ smartrate checking flyer.


Description:
Mailed letter w/ smarrate checking flyer.


Description:
Mailed letter and smartrate checking flyer.


Description:
Brent called; still hasn't received his ATM card. Double -checked to make sure that we have his correct mailing address (P.O. Box). I checked with VISA; new one was issued on 1/23. Asked Brent to contact me whenever he does receive it.


Description:
Mailed letter w/ SmartRate checking flyer.


Description:
Left vm msg. Currently offer Coastal FCU.


Description:
Brent called- HAS YET TO RECEIVE HIS ATM CARD THAT WAS ISSUED 1/23. I spoke with Denise in VISA & she blocked that card as 'LOST' as issued another one today. I called the contact ctr to verify Brent's info in order for the verification alert to be removed from his acct.

Returned Brent's call- apologized for the inconvenience; informed him that another card has been issued as @ 3/14 and will be mailed to his POBox as requested (his mailing address). He is aware that the card will arrive in a non-descript white envelope. He is the only one with access to his PO Box. Promised to check back with me no later than 3/31 if he still hasn't rec'vd his new ATM card.


Description:
Changed name listing from Southeast Records Srvcs to Iron Mtn.


Description:
Emailed Geoff to thank him for sending requested letter for NCUA. Also about whether we can perhaps schedule an onsite visit soon. Emailed him flyer on SmartRate


Description:
Tony emailed me back to say that they don't need any more packets @ this time & will keep us informed.


Description:
Spoke with Trish- conveyed msg from Connie that she doesn’t have the time now to schedule anything. I left her a msg inquiring as whether she had gotten back in touch with her guy for their insurance date (as we discussed last Friday). Will try to follow up with Connie in a month's time.


Description:
Lisa Brown is no longer employed with them. They are in the process of searching for a replacement. When I asked who was acting as P.Mgr, I was transferred to Marty Wilson, Admin. Asst for the Ctr.
Left her a vm msg indicating who I was and referenced that Lisa & I had been trying to schedule their onsite visit sometime soon.


Description:
Emailed Candace about SmartRate checking account to gauge interest. Asked whether they have completed their employee handbook.


Description:
LMTC for Tony - when is their next orientation?


Description:
Nancy's not @ her desk; did not leave her a vm.


Description:
Pam's out of the office till Monday. Left her a vm regarding feedback from directors of their individual sites about onsite visits.


Description:
Left msg with Dee for Cathy about AFCU coming out to their location soon. Cathy only comes in on Mondays & Wednesdays in the mornings, between 8 & 11am..


Description:
Emailed Dennis Cerny to follow up on information and to request a time to get together to discuss affiliation.


Description:
Tried to contact Kerry.  Phone just rang. E-m'd her.


Description:
Iris is no longer w/ company.  Left vm msg for Collin Quinn.


Description:
Met w/ Dennis Cerny this morning.  Emailed me this afternoon to let me know paperwork is on the way.


Description:
I called Rhonda today to confirm that she received the information on the website link and also the Pike at work flyer revision. In addition, I told her I wanted to schedule the days to come out and answer qs for employees and also sign them up for membership.


Description:
Jennifer and I are going to meet next Wednesday March 26th at 11:30. I am going to update her on their account, tell her about smart rate checking and she wants to do a tour of the plasma service we have.


Description:
Pam's still out; till Wednesday. Will call her back later on in the week. Didn’t leave a msg on her vm.


Description:
Called Debbie to see how things are on their end. Asked her whether she received the SmartRate mailing info & any quest- yes she got it, no questions. The details of SmartRate are fortunately straightforward & easy to understand.


Description:
Laura's not @ her desk. Left her a vm to call me.


Description:
I called to get an update from Bobby. He is working on the charged off loans, pending insurance death claim and escheat accounts. I asked him about promoting our deposit products and memberhsip to the employees of quality oil. I need to talk to Tracy Harmon HR manager


Description:
Spoke with Lynn @ Clemmons Y-  Feb through March is their Youth Campaign (Fundraiser) & everyone has been occupied with this. 
She mentioned that Lisa @ AFCU Clemmons allowed them to use AFCU's facility for 2 days towards their phone-a-thon; they raised $12,000 during while @ Clemmons!!
 
Their next mtg for dept. heads is April 3. Promised her to F/Up with her on April 4th.


Description:
Rec'd call from Julianna Cookson requesting information.  Collin asked her to contact me.  She doesn't know anything about credit unions.  Asked me to e-m info.  They have 9 locations and 220 employees.  Do offer direct deposit.


Description:
Tried to contact Stephanie.  No longer w/ company.  Told me to send info to Karen Brooksby.  Mailed letter w/ SmartRate checking flyer.


Description:
Tried to contact Brenda. Didn't leave msg.


Description:
E-m'd Nena.  Rec'd reply letting me know she would be happy to put our info in her new hire packets for the Clt employees which is what she does for Wachovia. Corporate will not allow her to sign the letter because corporate will only approve benefits company wide.  Belinda said that was ok.  Prepared 20 packets w/ my business card, Carey's business card, the smart rate checking flyer and mailed to Nena.


Description:
Spk w/ James Loebrich.  Asked me to mail him info.  He is going to review and share w/ Melanie.  Melanie will make decision.  Has 60 something employees.  Do offer direct deposit.  Mailed information.


Description:
Stopped in to see Ron Couture; not in.  Left brochure and will F/U 1st of April.


Description:
The woman answering the phone in HR did not know who Jeff Smith is. Rawle Barker is the HR Director. Updated contact info.


Description:
Emailed Christine with SmartRate flyer & to see whether we can set up an onsite visit and/or one of the educational seminars. 
3-21: Mail came back undeliverable; called to verify email address.

No one answered, left msg for Christine to call me.


Description:
Jackie's stepped out. Asked to have her return my call.


Description:
Emailed Rolanda requesting visit. Forwarded her SmartRate checking flyer & listing of our educational seminars offerings.


Description:
Returned my call. As it's a restaurant, she doesn't have employee mtgs/gatherings. The best times to come would be either Tuesdays or Wednesdays in the daytime around 10am. To facilitate those who come in for evenng shift, best to go about 4/4:30 p.m.
 
Scheduled to have us come out on 3-26 @ 10 am. Jackie doesn’t have email so I will take some member kits & flyer along with my business card by the restaurant this afternoon.


Description:
Called to get email for Sarah; she's not available at the moment. Emailed her inquiring about onsite visit from us & SmartRate flyer.


Description:
They have decided that the best time for us to come out would be after the employees have signed up with their 401s and started viewing their p/folios online. Each presentation @ their 401(k) enrollment slotted for 1 hour, therefore no time for anything else.  They should be having a f/up mtg/gathering with employees then; call Dave back @ end of April to schedule for f/up with employees.


Description:
Debbie's not available @ the moment. Left her a vm asking to return my call.

Emailed her as an afterthought regarding f/back she was s'posed to get from president about AFCU coming out soon.


Description:
Called to speak to Nonie Sink; not in at this time.  V/M was for another employee.  Sent email to discuss affiliation (PDF of brochure).


Description:
Left vm for Sue. Mentioned that since they affiliated in 2006, no events have been scheduled for us to be allowed visitation.


Description:
Michelle's not in office @ moment; left a msg for her with Pat.
While I was on the phone with them, I asked to be transferred to a friend who works there. She suggested their Project Mgr, Miriam (Willis) as an additional  contact for scheduling.
They have short meetings each morning, Mon-Thurs. when all of the employees, with the exception of the staff, are present.
Will try again to contact Michelle tomorrow.


Description:
I called tim because I helped him with a sign for the Flow companies. I left him voicemail that I want to work with him on offering the checking account special we have.


Description:
Called & L/M for Jeff Vance to return call.


Description:
Rep was very abrupt; they are not interested in anything from us right now.


Description:
They had no idea or either had forgotten that Allegacy was coming out today. Visit was cancelled.


Description:
Called for Barbara. Unavailable @ the moment so I left vm msg.


Description:
Tried calling; the number is no longer in service. Updated contact info from search on Internet. Called the new #; the guy answering the phone said 'Accent Screen Printing'. David Kellar sold Snug Harbor - the new owners operate under a different name.
Changed status to 'pending'- will tell Paul about this possible lead.
Accent Screen Printing's address as listed on the internet is:
4994 Indiana Ave # L Winston Salem, NC  27106
update profile


Description:
They are doing construction on their Piedmont Parkway building and the conference room that is normally used for meetings is being used as offices to house the temporarily displaced employees. They expect construction to be finished by end of July so things should be back to normal then. CALL HER BACK IN AUGUST. 
Only those employees who work in the Triad attend their mtgs; the others don't b/c they are spread throughout 3 different states.

Updated her info. in SEG Mgr. Informed Beth of our educational seminars; emailed her listing.


Description:
Alyssa's busy at the moment; buzz her back on Monday.


Description:
Busy with a project now. Call back at end of month (March).


Description:
Called to get Lynne's correct email. It is already correct in SEG Mgr. : lynne.haywood@walkerfirst.com


Description:
Stopped by to meet Nonie Sink and F/U on info.  Was not available.  Left popcorn for office staff.


Description:
Kristy's vm msg stated that she will be in Durham today with limited access to voicemail. For immediate assistance, she suggested Marita Brown @ 201-4057.


Description:
Stopped by to see Andrea Wall; she was unavailable.  Left popcorn for office staff.


Description:
Stopped by to see Jeff Vance.  Out of the office.  Met Jonathan Sapp who is the  Marketing Coordinator.  Jeff has discussed affiliation.  Left brochure for follow up.


Description:
Julie Newcomb emailed to F/U on affiliation.  They are discussing and will keep me updated.


Description:
Got her vm. Left msg to call me so that we can verify her correct email address.


Description:
Followed up w/ Nancy.  Still trying to see who is interested.  Also testing me to see if they were important enough for me to follow up with since they are so small.  Going to let me know once she has talked w/ more of the employees.


Description:
Spoke w/ Dawn and she said that she did receive the packet and she does want to meet.  She would like me to touch base w/ her in a few weeks, she is really covered up right now.


Description:
Touched base w/ Lynn and she said that Mr Welch is interested but she has catch him and make an appt for us.


Description:
John is still @ the company. Updated his email info.


Description:
S/W Michele Allred's assistant.  Michele is out until the 25th.  May have C U thru corporate but no local affiliation she's aware of.  Left V/M for Michele to F/U next week.


Description:
Called to verify Jim's email address; corrected same in system.


Description:
Laura returned my call. Updated her contact info. The address, HR@salemtowne.org is their general inbox for incoming resumes, etc & gets checked less frequently.
Also reminded her that I will be calling as early as April.


Description:
In an appt. @ the moment. Left msg for her to call me with Crystal.


Description:
Called but the office is closed for Good Friday. Will try next week.


Description:
There will be a senior mgrs meeting on Tuesday morning. Michelle will ask them when is the best time for all & get back to me by Tuesday afternoon.

Their project runs till the end of April.


Description:
Changed status to In-Active
update profile


Description:
Emailed Holt Morris to follow up on status of affiliation.


Description:
Have not received paperwork to date. Emailed Dennis Cerny for follow up.


Description:
Called & L/M for Karen/Ginger to return call.


Description:
Met Leigh Logan w/Strata force at GMA function.


Description:
Emailed Leigh Logan & Suzanne Wood to follow up on introduction and send Affiliation info.


Description:
mailed 100 mbrship pkts, and smart rate cking flyers.


Description:
S/W Kathy Moore; will F/U w/corporate as she had sent the info for review.  Would like to coordinate time when they would be in town to meet and discuss.


Description:
Christine Whicker no longer works there. The new director of finance is Susan O'Brien. They have open enrollment for their benefits coming up in June; promised to f/up with her in April to see if date(s) have been scheduled/confirmed.

Updated contact info. Emailed her my contact info.


Description:
Sent F/U email to Jonathan Sapp concerning affiliation.


Description:
Updated email address. It was incorrect before.


Description:
Left vm asking for time to reacquaint employees with Allegacy.


Description:
Colleen Brooks no longer with company. Chris Herrington has replaced her. 
He just left for the day; left him a vm  regarding a date to come out for their visit. 

Called the 996-8505 # for Oscar - the vm msg said 'Rodney'. Need to confirm if this is still the correct # for the K'ville office.

Called the 998-1175 #; spoke with Tina who transferred me to Steve (Culler). Left him a vm msg with my name, Allegacy & my contact #.


Description:
Rita informed me that Pam is in a mtg for the remainder of the day. I left a vm in her inbox asking to be called back.


Description:
email to touch base w/ Janice to see if she had any questions.


Description:
Spoke w/ Bille and scheduled an appt to come out and talk about the non-profit incentive.  Scheduled an appt for 02-25 @ 2:00.


Description:
Called to confirm visit for this evening. Gary & his wife are expecting a new baby by May.


Description:
8 employees were on duty: 1 is already a member & is very satisfied with his account.  Jennifer (SEG rep), Becky, Katie, Chad all took m/kits. Jennifer  is interested in joining; Becky was interested in Mortgage with a possible refi; she's with Truliant. Chad is with PACU and exhibited a lot of interest in Alleg.

Bethany, the membership coordinator, who does ALL her banking with SunTrust,  got a 4.5% 5- mth CD (min dep. $2000). She mentioned that 3 years back when she visited our Patterson branch reg. getting a mortgage, she signed in & waited for 45 mins w/out  anyone asking if she needed assistance. This turned her off. However, she was really interested in SmartRate when I told her about it- she will think about doing a Pdedn for checking since she doesn’t want to switch all of her accounts from Suntrust.

Gave Jennifer $15 target g/card as thanks.


Description:
Emailed Jennifer to thank her for enabling Allegacy to hold an onsite visitation yesterday evening.


Description:
Left vm for Nancy mentioning the last time we spoke. Asked her to call me back with the team mbr's name or to have said person contact me about a good day & time for us to come out.


Description:
Called Bob's ext and got a general vm for dept. Left a msg asking that Bob get in touch with me soon.


Description:
Alyssa's on the other line; left her a vm msg. Mentioned that we haven’t visited them since 2005 & would like to know how things are on their end. Asked to give me a call back.


Description:
Pam's unavailable @ the moment. Left her vm asking to call me back.


Description:
Spoke with Sandra. They are not interested right now. They are comfortable with who does their payroll. She mentioned that the employees are aware of the Allegacy benefit offered to them.


Description:
They have hired Julie Blink as VP, Benefits Administation. She will be taking care of scheduling visits. Will have her call me soon to schedule initial enrollment
Updated contact info. in SEG mgr.


Description:
Left vm msg got Tom - need to verify his email address. Email sent to him got sent back.


Description:
Holt Morris responded yesterday to email and advised they appreciated discussing affiliation but have decided against it.  Sent email this morning thanking her for the opportunity.  Will mark as lost.


Description:
Spoke with Tammy Snow about time to get together next week to discuss affiliation.  Will get back in touch to confirm time.


Description:
Spoke w/ Mary and she said for me to mail her a new packet and also told her that I would mail her a Smart Rate Cking Flyer.  She said she is excited!


Description:
Scheduled initial enrollment visit for Friday 4th April @ 10:30 a.m. Walk with badge pulls for 23 employees. 
Emailed Johnette flyer announcing our upcoming visit.


Description:
Left vm for Natalie informing her of both companies' m/ship approval; when could we schedule to visit them?


Description:
Unsure whether the school's closed for spring break. Left a msg for Nancy to call me in the general inbox for the front office.


Description:
Left vm for Ron; followin up on our visit request.


Description:
They are in the middle of their year-end at the moment; will be finished with this next Monday. They will be moving to their new location (about a mile down the road from current location) in first week of May; after she will have us come out.  

Contact her middle of May to get the new address- she didn’t have the address in front of her when we spoke today.


Description:
Left vm for Mark referencing our last convo. On 1/9 about checking with prodn. mgr about onsite visit.


Description:
Going to check w/ Gene to make sure they will allow her to do our online direct deposit.  Did not put anything in the paychecks last pay period because it has been very hectic.  Will call me after she has had a chance to do everything.


Description:
Spoke with Jackie: 7 employees scheduled to be there this morning, begininngto come in around 10, 10:30 & 11:30am. Sat @ one of the tables and spoke with 2 employees with the fol. results: 2 New, 2 Checkn, 2 DD, 1 P. Dedn, 1 OD.

Asked Jackie whether she herself had any questions for me about Allegacy- no. Another of the employees said that he already has a bank acct. 
Gave Jackie $15 g/card as a thank you.


Description:
19 vets, incl. Russell, Gary & Charlie (rep) were in attendance @ Post 777 meeting. AMVETS, Ladies Auxiliary (American Legion Auxiliary) & Sons of Vets all had their meetings @ the post.
Donated half a bag of lip balm towards the Aux. Ladies' drive for female troops & wives presently stationed abroad. 
Charlie said that we can definitely contact him when/if we want to schedule visits for the other branches of AMVETS (Vets of Foreign Wars, etc.)


Description:
Mailed letter & smart rate checking flyer.


Description:
Tom called to verify his email address. It was already correct in the system.


Description:
Left vm msg for Eileen reg. verification of her email address. Our email came back with the msg 'email account doesn't exist at the org. this msg. was sent to'.


Description:
Andy's on the other line when I phoned; his email address in SEG Mgr IS correct though.


Description:
They changed the email addresses. Updated Karin's in seg mgr.


Description:
Mailed Dawn 100 packets and 100 At work flyers as well as pens and Smart Rate Cking flyer.


Description:
Eileen called back; changed her email address in seg mgr.
Asked her whether she was still with Graham & Boles, as her email was different. About 3 years now, Graham & Boles was absorbed by Prudential Carolinas Realty & has been doing business under the latter.

Emailed her Belinda's contact information so that she could mail us the NCUA letter.


Description:
Jackie called. Scheduled another visit on 3/31 @ 4pm for 2 interested employees who work evening shift. Marked on my calendar.


Description:
Called to verify email address for James. It is correct in SEG mgr.
Also inquired whether they needed any m/kits; requested 30. He's been giving them to new hires. Asked him whether we should schedule an enrollment soon; for now, just send m/kits. 

Sent him m/kits, pens & some business cards today.


Description:
Called to verify Elain's email. Left vm in her inbox.


Description:
Called to verify Cathy Allen's email address. She's no longer employed with them. Their HR has been outsourced & Cathy works for the company which received Coyne's (outsourcing) contract. Phil is SEG rep. now; updated contact info in system. 
Asked him whether Alleg could visit soon as they haven’t had a visit since '06. 
Requested that I email him info. on our new product offerings- he will check with the other employees to gauge the interest for a visit from us & get back to me soon. 

Emailed him Smartrate & our educational seminar flyers. They recently had a retirement planning  workshop with their 401(k) providers.


Description:
Called to verify Harrel's email address. Make correction in system.


Description:
Called to verify Linda White's email address - she's no longer employed with Skanska. The operator suggested Heidi Burkett, HR Mgr for the Carolinas/VA region.
Heidi's on vacation till 3/31. Left her a vm msg introducing myself. Will try to f/u with her next week.


Description:
Left vm msg for Pam congratulating her on the NCAA Tournament and the Today Show.


Description:
Registered to attend annual Health Fair.


Description:
Spk w/ Tucker.  Payroll decisions on back burner because of something he is not at liberty to share w/ me.  Was hoping this thing would have been taken care of by now but he doesn't know when.  Told me it would ok to check back w/ him in a month or two.


Description:
Spk w/ Thaise.  Thaise gave our payroll info to Janet who compared us to other options.  Ended up going w/ Professional Employment Organization who is going to set up new employees and take care of HR stuff.  Also told me she just opened a smart rate checking account with us.  E-m'd her a payroll deduction form.


Description:
Left vm msg for Nikki to schedule seminars.


Description:
Stopped and talked to a driver at Coke.  Jean Cook is HR contact.  Driver thought they may have Truliant.  Will follow up.


Description:
Tried to contact Linda.  Got co vm.  Didn't leave msg.


Description:
Tried to contact Kathleen.  Closed for Easter.


Description:
Tried to contact Gina.  Got vm.  Didn't leave msg.  E-m'd instead.


Description:
Jeff Vance called to F/U on affiliation.  We discussed and he will get w/ Richard Harrington to get paperwork completed.


Description:
Scheduled enrollment for 04-03. 
Emailed her flyer announcing visit.


Description:
LMTC w Tim about scheduling an enrollment.


Description:
Initial enrollment scheduled for April 3rd. Emailed her flyer announcing visit.


Description:
Spoke with Stephanie down @ 5th street branch. Pat/Stephanie & myself will be onsite @ VA on Monday April 7, 8-10 am  & April 21, 10-noon. 
Stopped by 5th street to drop off flyers, 6 car magnets & smartrate flyers for Steph/Pat to deliver to VA bldg for posting.


Description:
Spoke w/ Pat and there new payroll system is a nightmare.  She asked to call back end of April for May.  Having some payroll cuts in April and employee moral will be rather low.


Description:
Jennifer and I met with tara. They have their insurance thru JBA. Sherry Vernon is their account rep. they have 9 employees and 400 volunteers.


Description:
Alison's out of office today; will return tomorrow. Left her vm with regards to our previous convo on holding an enrollment soon.


Description:
Left vm in Gary's inbox requesting that Julie or himself give me a call w.r.t initial visit.


Description:
The recorded voice for the 770-3531 inbox identified as Tammy Mayhue (??unsure of surname spelling). Requested that either herself of Tammy Joyner contact me.


Description:
Met w/ Tammy Snow.  Also got to meet James Smith.  They will be filling out paperwork.  Discussed Allegacy Services as well.  They are using Flex-Pay for payroll processing.


Description:
Attended to two  employees:
1 New, 1 PD, 1 DD


Description:
Tried to follow up with Elain as we agreed (see 11/28/2007 entry). Also verifying her email address. Left her vm indicating such.


Description:
Tom's out of the office & will return on April 7th. Didn't leave vm.


Description:
Left vm reg. their/her interest in scheduling a 'Lunch & Learn'.


Description:
The receptionist conveyed Marty's msg that they will call us when they need our services.

They are still searching for a replacement for Lisa Brown. I asked whether I can f/up next month on who's the new practice mgr; call back in May.


Description:
Cindy's in a mtg; left msg for her with staff mbr.


Description:
Elaine called back. Corrected her contact info in SEG mgr. She had put out some feelers last fall about Allegacy coming out but didn’t get any response.

She's thinking of holding some training sessions & employee benefits info. labs in the summer (betw. June thru August), which is when their workload significantly slows down. Otherwise, 
Call them back 2nd wk in June.


Description:
Stopped in to see Lelani; no longer employed.  Picked up business card of Alisha Byrd who is in HR.


Description:
S/W Alisha Byrd; emailing information to get with Chris Stewart.  Will contact me on setting up time for all 3 to meet.


Description:
Visited.  Dropped off smart rate flyer.  Both HR manager & assistant interested in opening account.  Going to check w/ spouses and let me know.  Had layoffs.  About 100 employees now. Told them about Jarvis at the Latin American Coallition.  Going to send a flyer from Jarvis to post for Hispanic employees.


Description:
E-m'd Larry and Debbie to find out if they would like to open smart rate checking accounts.  Offered to bring the applications to them.  Also, asked to schedule enrollment at a staff mtg.


Description:
Visited.  Dropped off smart rate flyer.  Hadn't heard about it.  Recently had layoffs. Down to 70 something employees.  Told her about Jarvis at the Latin Coallition.  Very interested.  She is going to spread the word.  Also I am going to send her a flyer from Jarvis to give to her Hispanic employees.  Mentioned watching rates to 	refinance her mortgage.  Told her about our low doc mortgage and offered to have Carey contact her next week to see, if it will be a good fit for her.  Also, asked if she knew any 	companies that would be interested in offering us.  She didn't.  Offered to send me information on the Charlotte SHRM for us to sponsor a mtg.  Hoping to attend SEG luncheon this 	year but not sure yet.  Thought info provided last year was valuable.


Description:
Visited.  Dropped off smart rate flyer.  Hadn't heard about it. Going to post at time clocks & break room.


Description:
Human Resources is being outsourced.  Using Full HR for payroll, benefits, etc.  Talked w/ Patty about smart rate checking and joining through an assoc if she is interested.  Also told her to share it w/ any employees she thought would be interested.


Description:
Michelle's on other line. Left msg with Patsy for Michelle, trying to f/up with her.

Patsy called back to convey the msg. that Marion Combs will be handling this scheduling. Should call me in the morning.

Marion called; scheduled visit during their staff mtg for April 9th @ 11am. Emailed her flyer to confirm the upcoming visit.


Description:
Randy will check with interest and get back to me tomorrow. If no word from him, contact him no later than April 8th.


Description:
Dropped off smart rate checking flyers.  Charlie was too busy to see me but said she would post them for the employees.  While I was there spoke w/ receptionist about cd & talked to another employee who was passing by about a personal loan.  Gave Jackie referral for loan.


Description:
Dropped off smart rate checking flyer.  Knew about the account because she goes over to the fc a lot for her notary needs.  Going to post the flyer for the employees.  Talked with her about presenting at a staff mtg.  Unfortunately their staff mtgs are very impromptu w/o notice.  Offered to include me in their open enrollment which is during Nov./Dec.  Also talked about mortgage seminar.  Wants to make sure there is interest before scheduling one.  Waiting for poater from marketing.


Description:
Letter got returned undeliverable.  Called to verify address.  I had physical address.  Gave me PO Box.  Tried to talk with Lynn but got vm.  Didn't leave msg.  Mailed letter to PO Box.


Description:
Letter came back undeliverable.  Called to verify address.  Company moved.  Mailed letter to new address.


Description:
Tried to contact Julie.  Out of the office until Mon.  E-m'd Julie to see if she will include our smart rate flyers in her employee paychecks.


Description:
E-m'd to follow up on attending staff mtg.


Description:
Tried to contact Kathy. Got vm. Didn't leave msg.  E-m'd to see if she will put our smart rate flyers in her employee's paychecks.


Description:
Tried to call Kimberly but the phone is no longer in service.  Googled the organization but the Lake Norman and Charlotte chapters weren't listed.  Tried to contact leader of the Charlotte chapter but the phone was disconnected as well.  E-m'd Kimberly to see if she is still involved w/ the organization.


Description:
Setup in break room:
3 New, 2 Chk, 2 PD.
2 employees will call me soon about mortgages; they have to discuss with their spouses first.
Gave out 8 new  m/kits.

Will visit on Monday to collect p/pwork for Barbara Baker (her & Johnette have been friends for years). Held employee drawing for  $15 Target g/card.


Description:
CLEMMONS: Spoke with Lynn @ Clemmons. The April 3rd mtg was rescheduled to April 10th b/c of Spring Break last week. 
Asked me to f/up with her on April 11th.


Description:
Policy documents still sitting on Brian's desk. Call Holly back on April 30th; hopefully by then she will have a date for us.


Description:
Got Patience's vm. Left her msg about their benefits time.


Description:
Laura called. She expressed interest in holding an educational seminar; emailed her the listing so that she could choose from the subject areas to be discussed.
Mailed 30 m/ship packets as they are running low on them. Will f/up with her before end of April about L&Learn.


Description:
Ran called-- a new employee, Christopher Bethea has completed appl. for m/ship. Had her fax the appl. in to me. 

I spoke with Chris to explain the various checking accts. & OD protection. He chose to do D. Deposit into his checking. Completed app. & took down to C.Ctr for m/ship to be opened.


Description:
Ran by to collect new account appl. from Barbara. 1 New, 1 Chk with initial deposit of $250 (split equally).
Her significant other is switching their joint checking to SmartRate.


Description:
Called for Johnette. Left her a vm thanking her for scheduling enrollment visit with us.


Description:
Mailed 10 Allegacy @ work pamphlets as per Elaine's request.


Description:
Emailed Marion to get the # of employees at the 4/9 meeting.

Called the office & spoke with Claude. Should be about 40-50 employees @ daily mtg.


Description:
Pat & Judi from 5th street branch accompanied me. 
1 Chk, 1 DD, 1 car loan. 1 switch to SmartRate.
Only 11 employees came by the room in which we were set up.
Feedback from the employees that Monday mornings from 8-10 not being best times for them:- over the weekend they forgot Allegacy would be there plus they have to sign in to their stations first thing in the morning.
Pat & I discussed checking with Bobby for other possible dates/times/rooms to set up in so as to get a better turnout (e.g. Cafeteria, break room).

About 25 new employees have been hired since the branch/office was switched out for the ATM.


Description:
Gave Natalie $25 g/card; held drawing for $15 g/card door prize with David Smith winning. 
3 New, 2 PD (incl. SEG rep).
Natalie will be selling her house (her current residence for 3 years) in Davie County  soon & move near her father. Recommended the services of Allegacy Realty & Mortgage to her.


Description:
Emailed Natalie thanks for scheduling for initial visit. Again reminded her of the services of Alleg. Realty & Mortgage.

Responded with interest in our Realty and the rebate program.
4/9: Emailed her link with Realty info. Asked her to let me know if/when she takes advantage of this service.


Description:
Spoke w/Rob Maxey at the Employment Fair.  Rob is a District Manager of Food Service; thinks they have PACU.


Description:
Marion emailed me back Tues. nite. In speaking with her folks yest. morning, she discovered most of them already are mbrs. If none of our products are different, she wants to skip the presentation.

4/9: Emailed her back (& called) about our newest pdts, SmartRate includedhing new and different for them? Waiting to hear back from her.


Description:
Met Tammy Wheelock at Employment Fair.  They do offer direct deposit now.  Will follow up on affiliation.


Description:
Emailed Tammy to thank her for chatting w/ me yesterday.  Attached PDF of our brochure and will follow up via phone


Description:
Gave Natalie $25 g/card; held drawing for $15 g/card door prize with David Smith winning. 
3 New, 2 PD (incl. SEG rep).

Natalie will be selling her house (her current residence for 3 years) in Davie County soon & move near her father. Recommended the services of Allegacy Realty & Mortgage to her.


Description:
Called to f/up as we discussed. Got Tom's vm; lmtc.


Description:
WFU:
Jenn & I attended benefits fair. Most employees who we spoke with at our table took m/ship packets.
Contributed a $25 Target g/card towards WFU's door prizes.


Description:
3 New, 1 Chkn.
Met Michelle & Marion. Addressed all the employees outside. A number of them have concerns about issues with previous banks. Referred Pathway credit counseling. Gave Marion $15 Target g/card as a thank you.

Followed up with 5 employees, including one for a business acct. Michelle shared that (1) because about 7 of their staff are from Colorado, (2) the (short) duration of their contract, that she only chose to bring on Allegacy for the employees, who are temporary/on contract.
JBA Benefits wouldn't be a good fit for N. Solns.


Description:
Called for Pamela. Left her vm in her inbox.


Description:
Called to verify Jenny's email address. Updated same.


Description:
Trying again to get in contact with someone @ this number. Need to verify email address for Ron.


Description:
Got number off of Internet. It appears that this company now dba C. Edwards & Company (the welcome msg. identifier).
Left vm msg for Chuck about verifying his email address.

Will try calling again next week.


Description:
Initial visit scheduled for 4/24 @10 am. A new employee is starting on 4/21.
Expect 10-12 employees in the office that day as 3 are satellite.


Description:
Spoke with Cathy. They have staff mtgs on Tuesdays, when 8 employees are present. She will check with the owner, Steve Mason, about coming out for a mtg. Check back with her April 23.


Description:
Cathy called back. Steve agreed to April 29 @ 9:45 am. Call to remind them of upcoming visit the day before.
Emailed Cathy notification flyer for our visit.


Description:
CLEMMONS: Spoke with Lynn. Since their April 10th directors mtg, only one (1) director informed Lynn of the next staff mtg for dept.-- Fri 4/28 @1 pm. Only 4 people are in this dept.

Another opportunity is to go out for their next directors mtg on May 8 @ 10:45 a.m. & address these directors. Scheduled to address same on May 8. Emailed her modified announcement flyer for directors.
 Other option


Description:
Chris called to inquire whether his checking acct had been opened. I discovered that he hadn't qualified for a checking & that the letter informing him of such had been mailed.

If he has further questions, he promised to f/up with me.


Description:
Took some new m/ship appls. & DD forms by. Cindy was on a conference call which would last approx. 1 hour. Promised to call her later on today.


Description:
Cindy's stepped out. She will be back in 45 mins.

Called for Cindy. She explained that it is a bit tricky to get them all together & for this reason, they are going to have a day each month for all the employees to come together.  In the meantime, I will be meeting with Cindy & Tara, the store mgr, to discuss all the benefit options & services available to the salon's staff. Mtg scheduled for April 23rd @ 11a.m.


Description:
His vm indicated that he will be out of office till 4-18. Call again tomorrow.


Description:
Kathy's on the phone; left her a vm about visit soon.


Description:
The photo shoot last Oct. was for a client. Phyllis will poll the employees either tomorrow or Monday & get back to me.
If no word back from her, f/up by 4/24.


Description:
Now's a busy time. Put down on calendar to call him back 1st week in June. Will bring up Payroll then again; he mentioned that he's thinking of looking into this later on.


Description:
Called (919) 841-0060 [the # in the database] to verify email address for Eric Ferlito. 
The guy answering the phone indicated that it hadn’t been Adams Keegan for about 5 years now. He was VERY abrupt & hung up w/out disclosing any more info.

'Googled' the phone #-- it is under the name of Jeff C. Blizzard, a CPA in Raleigh.


Description:
Email sent came back with the msg that 'the email account doesn't exist @ the org. this msg was sent to.'


Description:
The vm msg didn’t doesn't indicate whether it's Jessica's inbox.


Description:
A good number of the employees closed their accts before Allegacy's G'boro location was opened. Since then, they weren't aware of our closer location--informed Randy of where branch is.
Emailed him a list of the employees @ G'boro branch to be posted up for his truckers, as well as a SmartRate flyer.


Description:
Got Geoff's vm. Left him msg about scheduling onsite visitation soon.


Description:
Alyssa is swamped till @ least till the end of April. Promised to give her a call 1st week of May.


Description:
Tried to reach David again about initial visit. He'd already left for the day. Lmtc for him with receptionist; will try back early next week to schedule.


Description:
Spoke with Jodey. Asked whether she has gotten any feedback from the employees who signed up for m/ship since we came out last May. She honestly hasn’t heard any negative f/back; also mentioned that the employees are aware of the CU benefit offering.

Asked that I call back in July w.r.t. onsite visitation. All now is their busy period; tentative @ best from July. She noted that it is a bit of work to get all the employees together @ once-- Allegacy can come out more than once if Green Resource wishes.


Description:
LMTC w/ Nancy about time for us to come out and speak to her about the changes w/ payroll.


Description:
Stopped in and was able to see Regina.  They do want to affiliate.  Emailed letter & factors to consider to make it easier for her to fill out.


Description:
Spoke w/Tammy briefly.  "Been very busy & has not had a chance to look at the info."


Description:
Stopped in to distribute posters for Salute' wine celebration.  They are affiliated w/Summit C U.


Description:
Belinda rcvd a call today from Truliant asking us not to contact their company anymore.


Description:
Spoke w/ Sandra about scheuling an appt to discuss payroll options.  She is going to check w/ others that need to be involved and get back with me.


Description:
Called to speak w/ Cathy about changes that will take place w/ payroll.  Steve (ceo) of company asked me to call her back she works on Mon & Wed.


Description:
LMTC w/ Pam about changes taking place w/ Payroll.  Asked her to return my call so we would schedule something to come out and talk about the different options.


Description:
LMTC w/ Connie about scheduling an appt to talk about changes taking place on payroll.


Description:
LMTC w/ Rita about changes taking place for payroll.


Description:
LMTC Mike about scheduling an appt to come and talk about the changes taking place w/ payroll.


Description:
Heidi Luongo returned my call. She schedules the surgeries. Is interested in setting up a visit for her office. Her direct #: 201-5419


Called her back; let msg in her vm inbox.


Description:
They have a staff mtg on May 2nd @ 7:30 am. Heidi will run this by Kathy for confirmation & call back later today.


Description:
Belinda, Jenn, Joe Kelley & I @ Stevens Ctr., with Belinda presenting.
5 New, 5 Check, 1 DD, 1 AIG


Description:
Cindy requested our mtg be rescheduled for 1:30pm instead.


Description:
Mbr, Brent Essick called about his ATM card. To date, he has yet to receive this. Checked with Pat in VISA-- the last card was mailed out on 3-19. Aside from going through the motions again of having this card blocked & a new one mailed to his PO Box, Brent could have a new card Fedexed to a branch from which he would pick it up.  
His choice will be to go into a branch & close off his acct; he's not happy with the idea that he would be charged $15 for a card issuance/mailing.


Description:
Left vm msg for Patience reminding her of her January req. to try for a visit from Allegacy soon (during their benefits).


Description:
Had Pat block the card that was issued on March 19th, but never arrived in his PO Box.


Description:
Changed status from 'Active' to 'In-Active'.


Description:
The 659-7944 # in SEG mgr is no longer in service. Got their contact # & email address for Don from Internet. Updated our records.


Description:
Connie's not in/expected in later today for a mtg. Will attempt to reach her again tomorrow.


Description:
Left a msg in office mailbox for David to return my call


Description:
Kellie's in a session now; call back @ 11am.

Called back. Best time to call is between the hours of 8 am & 2pm. Promised to call her back tomorrow.


Description:
Finally got hold of Laura: there are about 80 employees @ Adele Knits, 120 @ Twin City & 17 @ Data Chambers. They have 7 different locations, three of which are restricted for security purposes (no visits possible @ these 3). 
Requested that I mail them some membership information for employees.


Description:
Met with Cindy & Tara Murphy. Currently 30 employees.


Description:
Left vm msg to schedule enrollment & seminars.


Description:
E-m'd Nikki to schedule seminars.  Out of the office until Monday.


Description:
Dropped off smart rate checking flyers.  Personally invited her to the luncheon.  Said she hadn't rec'd her ivitation yet.


Description:
E-m'd Julie to see if she received her luncheon invitation and to verify address.


Description:
Dropped off smart rate checking flyer & seminar sales sheet.


Description:
Spk w/ Kathy.  Only have 14 employees now and no one is interested in joining.  Most already have relationships w/ other cu's.  Due to lack of interest asked me not to contact her any more.


Description:
Visited Patricia & new administrator, Les O'Connor.  Talked about annual enrollment, seminars, & benefits fair.  Benefits fair is in Oct./Nov.  Dropped off smart rate checking flyer and seminar sales sheet.


Description:
E-m'd name change letter.  Tried 3 times w/ 3 different addresses from girls who answered phone.  All cambe back undeliverable.


Description:
E-m'd Peggy electronic version of Smart Rate Checking for her to forward to the employees.


Description:
Left vm msg to follow up on scheduling mtg at staff mtg.


Description:
Reminder call re. visit tomorrow. Spoke with Cathy.


Description:
Met Andrea Rose @ Employment Fair.  They have their own C U.


Description:
Left vm msg for Mark to follow up on conversation we had at the Northwest Chamber luncheon about the web based payroll Support Services is offering.


Description:
RE: 721-3798; the vm for this phone # identifies the office of Mary-Ann (or Marion ??) Smith, Support Services Team Leader with Womble-Carlyle S&R.
Will try again; attempting to contact Brian. Wish to verify the G/boro address & contact with him.


Description:
Met Dave for coffee.  May be referral source for each other.  Blue Ridge Companies is based in High Point and has a small # of employees.


Description:
Stopped by to meet Susan & introduce Allegacy to her, as she is new in her position. She was unable to see me as planned because an unscheduled mtg with the City Mgr had come up just as I got there. 
Left a new member kit for her; will f/up on Monday.


Description:
Called to f/up & go over any questions Susan may have with our services. She's only been able to take a brief glimpse through packet I left for her. Their open enrollment will be in June, but they haven't finalized a date for same. Call back in late May to get date.


Description:
Incoming call from Lee Campbell, a new doctor with Adv. Inter. He was inquiring about our interest rates for mortgages. He's not a member as yet-- informed him of the $5 savings min & of Alleg. Realty. He's already found a house, & approximates his loan amt. as $400,000. He wants to compare our rates with what SunTrust is offering him, with 100% doctor financing (doc. Financing available with Allegacy?).

Walked him through the personalized quote service on Alleg. website for him to get a 1st quote then transferred him to Pat (Towe) in Mortgage for further assistance.


Description:
Got Kellie's vm. Left msg indicating that I will f/up another time.


Description:
Rcvd a confirmation that he will be able to attend the SEG luncheon.


Description:
Rcvd a confirmation that she will be able to attend the SEG luncheon.  Plus 1


Description:
Stopped by to see Candace. They're still working on their handbook. They have had several new hires; she hopes that they will be able to schedule something for June.

Left my business card with her.


Description:
Emailed Julie & Gary thanking them for scheduling with Allegacy for their initial visit.


Description:
Presented to 9 employees (the employee stationed in Dunn, NC was on conference call with us).  Gary came down later on in the presentation. We have at least 4 members who work there. Answered questions on youth accounts.

Had 2 employees switch to SmartRate. All other employees took new m/kits to look over & consider.


Description:
Emailed Cindy to thank her for meeting with mtg on 4/23; also reminded her of upcoming mtg -- for Tara, Cindy, Kristen (JBA) & myself.


Description:
Attended Safety & Benefits Fair with the following to report:
1 New, 1 Check, 1 DD (new mbr rec'vd $50 promo from Bus. Dev.), 4 AIG refs, 2 SmartRate switches, 1 Bus Acct.
Handed out 20 new mbr packets.

4/28: Submitted AIG refs. On grapevine. Emailed Gwen the info for the mbr interested in opening a Business acct.


Description:
10 employees now. 
Attended to 4 employees, incl. the owner, Steve; they didn't have their mtg. 2 ladies are interested, took kits to look over with their spouses. They remarked that in the time they've been employed with GeoSci --5 years & 2 years--  this is the 1st time someone from Allegacy has come out.

Steve PERSONALLY OWNS the building that GeoSci is housed in; hopes to have it paid off pretty soon. Is interested in moving the account for the building to Allegacy in near future. 
GeoSci's business acct is with SCB&T; it used to be with Wachovia & then BB&T - he wasn't happy with the high turnover rate among the branches he frequented of these two banks.  
----High turnover meant that a firm banking r/ship was never established for GeoSci.. REALLY IMPORTANT POINT FOR HIM.


Description:
Emailed Cathy & Steve thanks for allowing Allegacy to visit.


Description:
Gwen emailed me back-- b/c she's been assigned to the Miser conversion area until conversion & the pdts & services havent changed, the mbr interested in a business acct can be sent to a branch contact. 
Asked me identify the F.Ctr the prospect is closest to & will fwd someone at that office mbr's info. 
-- North Patterson branch is closest to wife's job; Whitaker Sq. is closest to their residence.


Description:
Heidi called to ask whether I can be there for 8:30 a.m. instead. 
Emailed her flyer announcing Allegacy's visit to be posted up for employees.


Description:
Left vm msg for Patricia to confirm she got e-mail.  Patricia returned call.  Didn't get e-m.  Verified e-m address and resent. Will have name change letter ready for me to pick up tomorrow.  Checking w/ Les to see if he wants to do enrollment or seminar.


Description:
Called to f/up with Phyllis. Not @ her desk, lmtc me.

Emailed her to see how many employees responded positively to her survey.


Description:
It's the end of the month & Brian is busy with closing --increased steel prices. Holly will contact me when they are settled and they have everything in order for a visitation date.


Description:
Spoke to Shara about possibility of attending their next orientation for new employees in Greensboro. She informed me that they no longer hold orientation sessions; instead the new hires are mailed new employee package incl. benefits. The employees also have the option of signing up for their benefits online.


Description:
Sharon called-- they are having their benefits fair scheduled for May 14 @ 2pm in the Continental Room.


Description:
Another attempt to F/Up with Patience about when their benefits time is. Left her vm.


Description:
Attempted to follow up with Laura regarding their interest in doing an educational seminar. Left msg in her vm inbox.


Description:
Bob returned my call. Asked me to email him several dates he can choose from for an Allegacy visitation.

They don’t have any scheduled employee meeting in the upcoming months. Emailed him 7 possible dates & times. Also Allegacy @ Work brochure since he's new to the company.

Visit scheduled for May 21st @ 11 a.m. Emailed Bob flyer to post, announcing Allegacy's visit.


Description:
Mailed out paycheck inserts, 25 membership packets & about 50 SmartRate flyers.


Description:
Emailed Vickie about doing a followup to their initial enrollment visit sometime in May or early June.


Description:
Calls from two employees with N. Solns:
1) A. Wilcher & 2) P. Littlejohn.

#2 used to have a mbrship, incl. a checking acct; it was force closed b/c of $$ owed. He wants what he will need to do to be a member again. Mary Beth Recny instructed me to direct him to Mgr. @ any of the fin. Centers.


Description:
Got Allison's vm; left msg to call me back today please.


Description:
Email from Charissa (Chris) Halterman, HR/Payroll Coord. -- attached a revised DD form and a sample letter to be distributed to Allegacy staff. Their employees can bring the form by their HR department or it can be faxed to her @ 661-
7389.

Fwded Chris's email to Alleg staff.


Description:
Left vm msg to schedule enrollment or seminar.


Description:
Mailed a new member packet to an employee.


Description:
Rec'd e-m that name change letter is ready.  Called Patricia to work out seminar details.  Asked me to e-m Les for topic.  E-m'd Les.  CC'd Patricia.  Left vm msg for Chris Austin to verify availability.


Description:
Left vm msg for Debbie to talk about penetration.


Description:
Spk w/ Deborah.  Will not be attending luncheon because of location.  Restaurant too far.  Suggestions of restaurants if we wanted to do another one for Charlotte companies: Hotel Charlotte at Providence & Sharon Amity or Charley's at Cotswold.  Checking w/ Greg and Fred to see if she can schedule a seminar.  Asked about payroll & JBA.  Currently do payroll in house using GreatPlains.  Greg's wife works for insurance company so doubtful they would switch but will keep us in mind for the future when it comes to checking prices.  Deborah attends Weight Watchers in the bldg and offered to take smart rate flyers to mtg to see if any of the other companies are interested in offering cu.  Mailed flyers.


Description:
Changed status to inactive. (see entry dated 03/10/05)


Description:
Laura emailed me. It's been a crazy wk & her director, Cathy still has not looked over the information and gotten back to her. Laura will try to get with her next week about this and will let you know when/what she finds out.


Description:
Theresa will not be able to attend the May 7th Luncheon; has an appt. around the same time.
She did receive the mailed invite.


Description:
Called @ 2:15 p.m. The vm indicated that the office is closed. Left a  vm on Heidi's line inviting her/Kathy to the May 7th Luncheon.


Description:
Left a vm msg inviting Laura to our May 7th Luncheon.

Laura returned my call. Won't be able to make it this year.


Description:
Spoke with Diane. They are a staff of 2 & are presently planning a big Mother's Day celebration. Will try to make it to May 7th Luncheon. She did receive the mailed invite.

Former SEG Rep, Elsie Blackman was the President, up till January 2008.


Description:
Karen's out of office today; left her a vm msg about the May 7th Luncheon.


Description:
Called to ask Nancy if she or someone in her place will be attending the May 7th Luncheon. Left her a vm msg indicating such.


Description:
Terri's has not rec'vd her invitation. Anyhow, she will not be attending the May 7th Luncheon as they are in Davie county; it's a little far to come just for a short time.


Description:
Called to see if Verna or someone in her place will be attending the May 7th Luncheon. Left her a vm msg indicating same.


Description:
Spoke with her husband: Terri's out & he has no idea about the May 7th Luncheon. Call back Monday to see whether she will be in attending


Description:
Left vm msg for Jennifer; will she be attending the May 7th Luncheon?

Jennifer returned call-- they will not be able to make it this year as they have their Service Awards early next week. She's really sorry.


Description:
Janni Holden's no longer in the Business Office/Payroll- she's in Admissions now.
Contact will be Rita Curley in Payroll.

Called to see if Rita will be attending the May 7th Luncheon. No one will be.


Description:
Verna returned my call-- she will be @ Luncheon, PLUS 1.


Description:
Left vm for Phil. Will he be attending the May 7th Luncheon?


Description:
Randy will not be able to make the May 7th Luncheon.


Description:
Out of office till Monday. Left vm about attending SEG Luncheon on May 7th.


Description:
Emailed Geoff about attending the SEG luncheon on May 7th.


Description:
Office is closed for the day. Left vm for Sue about attending May 7th luncheon.


Description:
Toby's retired. Tricia is new contact; she started with company this week (really NEW)!!
Left vm msg introducing myself, will she be attending our May 7th Luncheon?


Description:
Left vm msg in Karin's inbox about RSVPing for the May 7th Luncheon.


Description:
Karin will not be able to attend Luncheon.


Description:
As they have 2 catering events later on Wed. 7th, put him down for a tentative yes/1 person.


Description:
Left vm msg for Jim re. RSVPing for May 7th Luncheon.


Description:
Jim called; possibly two will be attending the Luncheon.


Description:
Left vm for Patience about RSVPing for May 7th luncheon.


Description:
Patience called-- no one will be available to attend the luncheon.
With regards to scheduling an onsite visit, she asked to be called tomorrow.


Description:
Left vm msg for Debbie about atteding the May 7th luncheon.


Description:
Debbie called-- will not be able to attend as she has another mtg.


Description:
Left vm msg for Phyllis about attending the May 7th Luncheon.


Description:
Phyllis called-- not able to attend as there is a mtg scheduled for the same day.


Description:
Left vm msg for Joanne re. attending the May 7th luncheon.


Description:
Joanne plus 1 co-worker will be attending luncheon.


Description:
Called Heidi again to see whether they will attending the luncheon. She Fwded the vm msg to Kathy; will get back to me when she gets a response from Kathy.


Description:
1 AIG ref
2 HC
1 VC
2 PD
1 SmartRate switch
Heidi's interested in holiday club, but has some things to get in order first. Gave her $15 target g/card.


Description:
Mailed $20 target g/card (incentive) to Jennifer Lee-- invited us to safety & benefits fair (w/prime location & good attendance).


Description:
Left vm msg for Denise about attending May 7th luncheon.


Description:
Denise called-- won't be able to attend luncheon this year.


Description:
Left vm msg for Mark about attending the May 7th luncheon.


Description:
Terri's @ lunch; left her vm msg about attending May 7th luncheon.


Description:
Left vm msg for Kathleen about attending May 7th luncheon.


Description:
Left for Barbara about attending the May 7th luncheon.


Description:
Left vm msg for SEG rep about attending May 7th luncheon.


Description:
Spoke with Phil about interest from employees. Will be moving office to Kernersville in August 2008. Will be close to Mountain st. branch, about 2-3 blocks away. Their new location will be smaller than the present location in G'boro. Phil doesn’t know as yet whether they will be hiring new employees upon their Aug. move.

Asked that I call back in July reg. visit.
W.r.t. the May 7th luncheon, Phil will not be able to attend.


Description:
Connie's not in, will try to reach her tomorrow.


Description:
Left vm msg for Dave about 401(k) f/up gathering with their employees. Also whether they will be attending May 7th luncheon.


Description:
Left vm msg for Wendy about attending the May 7th luncheon.


Description:
Left vm msg for Pamela about attending May 7th luncheon.


Description:
Left vm msg for Tammy about attending May 7th luncheon.


Description:
Spoke with Debbie about attending our May 7th luncheon. She suggested that I speak to Rebecca James, HR Mgr, as she may have received the invitation. Left vm msg for Rebecca to RSVP for luncheon.


Description:
Left vm msg for Shara about attending the May  7th luncheon.


Description:
Left vm msg for Lisa about attending May 7th luncheon.


Description:
Left vm msg for Cindy about attending the May 7th luncheon.


Description:
Greg's @ lunch; left vm msg about attending May 7th luncheon.


Description:
Left vm msg for Bob about attending May 7th luncheon.


Description:
Called to f/up with Allison. Her vm indicated that she's on vacation til May 12th. Marked my calendar to call her on 13th.


Description:
Dee just stepped into a meeting; left her a vm msg reg. attending the May 7th luncheon.


Description:
Left vm msg for Darlene reg. attending the May 7th luncheon.


Description:
Left vm msg for Chip reg. attending May 7th luncheon.


Description:
Left vm msg for Pat reg. attending May 7th luncheon.

Pat returned call: will not be able to make the luncheon as they have new employee orientation on Tues-Thurs. every other week.


Description:
Received the invitation, but will not be able to attend.


Description:
Spoke with Susan: no one will be attending the luncheon.


Description:
Spoke to Pat. Possibly 2 people will be attending May 7th luncheon.


Description:
Left vm msg for Phyllis about attending May 7th luncheon.


Description:
Renee will be out of the office on Wed; no one will be attending the May 7th luncheon in her place.


Description:
Left vm msg for Vickie about attending May 7th luncheon.


Description:
Spoke with Tara; she's not sure whether Cindy received the invitation. Emailed her a scanned copy of same invitation. She promised get back to me on whether any one will be attending the May 7th luncheon.


Description:
Rec'd e-m that she and Belinda are not able to attend luncheon.  Spk w/ Kathlene  about doing an icecream event.  Interested in doing one after mid May.  Asked me to follow up w/ her after next week.  Employee appreciation is next week, Wed., May 14.


Description:
Left vm msg for Bob reg. attending the May 7th luncheon.


Description:
Left vm msg for Janet reg. attending luncheon on May 7th.


Description:
Left vm msg to see if Jim will be attending luncheon.


Description:
Called to invite to May 7th luncheon. The # in system is out of service. Will check on internet for updates to company info.


Description:
E-m'd to see if she will be attending luncheon.


Description:
Left vm msg for Kathy reg. attending May 7th luncheon.


Description:
Left vm msg for Joyce about attending Luncheon on may 7.


Description:
Left a vm msg for Nancy in Business Office about whether she will be attending May Luncheon.


Description:
left vm for Hollan about May 7 Luncheon.


Description:
Left msg for James regarding attending our luncheon.


Description:
Left vm msg for Todd to see if he & Terry are  attending luncheon.


Description:
Left vm msg for Sandy about attending May luncheon.


Description:
Left vm msg to see if Terry is coming to luncheon.


Description:
Spk w/ Jenni.  Not able to come to luncheon.


Description:
left vm msg for Lori about attending May luncheon.


Description:
E-m'd Pam to see if they are coming to luncheon.


Description:
Left msg for Kevin about attending luncheon on Wednesday 7th.


Description:
Left msg with answering service for Tammy about attending our luncheon.


Description:
Spk w/ Leslie.  Going to talk w/ Ervin because she had a doctor's appt that afternoon and she would be out of the office for a while.  Will let me know tomorrow am.


Description:
Left vm msg for Kim about attending may 7th luncheon.


Description:
left vm msg for Cheryl about attending May 7 luncheon.


Description:
left vm for Bill about attending May 7th luncheon.


Description:
Bill called-- will not be able to make the luncheon.


Description:
left vm msg for Jan about attending the luncheon on May 7th.


Description:
Spk w/ Larry.  He and Debbie will be attending luncheon.


Description:
Left vm msg for Curtis inviting him and George to luncheon.  Invitation got sent to Louis who is no longer w/ co.


Description:
Left vm msg for Tucker to see if he is coming to luncheon.


Description:
Dropped off smart rate & seminar flyers.  New manager will not allow any financial institutions on site.  Marlene is going to see if he will let us do payroll stuffers.  Will not be able to attend luncheon.


Description:
Not able to make luncheon.  Celebrating 2 office b-days that day.


Description:
Left vm msg for Eve to see if she is coming to luncheon.


Description:
Left vm msg for Jerry to see if he is coming to luncheon.


Description:
Spk w/ Thomas.  Not sure if he can attend luncheon.  Has meetings all day.  Will let me know tomorrow, if he can make it.


Description:
Left vm msg to see if Michelle is coming to luncheon.


Description:
E-m'd Gail to see if she is coming to luncheon.


Description:
E-m'd Charlie to see if he is coming to luncheon.


Description:
E-m'd Nikki to see if she is attending luncheon.


Description:
Karen called: wants to attend the luncheon.


Description:
Called for Patience as she requested. I was told that she's not in the office, but will be checking her vm periodically; left her msg to call me.

Patience returned my call. Visit scheduled for May 15th @ 10 a.m. Break begins from 9:30/10 a.m. They have about 4 employees out of state, 3 on the road & 25-30 empl. @ the office building every day. The only times they have mtgs with all the employees are for 401(k) awareness, new benefits, etc.-- they are trying to get back on the calendar year, so next open enrollment for benefits should be in January. Otherwise, when they have mtgs, they are really for the mgrs.

Patience is expecting her 1st child by May 25th -- a boy!!


Description:
Called Pat to schedule visit for their next employee orientation. Left vm indicating same.


Description:
Called Kathy & Heidi to thank them for scheduling May 2nd visit.

Called to get Kathy's email address. Kathy called me back with her direct # & email address.

Heidi will be attending the luncheon.


Description:
Emailed her flyer announcing May 15th visit.


Description:
Left vm msg to see if he is coming to luncheon.


Description:
Spk w/ Denise.  Will not be able to come to luncheon.


Description:
Left vm msg to see if he is coming to luncheon.  Spk w/ Fred.  Scheduled enrollment 5/20.  Talked about seminars.  Suggested I check w/ employees at the enrollment to guage interest.


Description:
Janet Temas called about msg left. She will not be able to attend luncheon tomorrow.


Description:
Tried to contact Ed to see if he is coming to luncheon.  Out of the office until tomorrow.  Doesn't have vm & person who answered phone didn't want to take msg.  Will call back.


Description:
Tried to contact this company. Got a beep like a fax sounds.


Description:
Katherine Everhart-- they won't be able to make it to luncheon


Description:
Won't be able to make the luncheon, as Brian is out of town-- she would have to be at the office.
Mentioned that she hasn't forgotten about the policy documents either.


Description:
E-m'd Charlie to schedule seminar & follow up on payroll processing.


Description:
Jan emailed me about their open enrollment o n May 29. Their  AFLAC rep. will be there; also inviting State Employees’ CU. Table will be set up in Council Chamber there at City Hall.

Have several open enrollment dates set up for other benefits, and they're trying to combine some of them.


Description:
Received a call from Tricia Gaydon; she is new & won’t be able to make it to the luncheon. 
The company d.b.a. as Multi Packaging Solutions. Emailed her Allegacy @ Work brochure; offered to meet with her to sit down & go through all of Allegacy's offerings.

Also emailed her request for letter for NCUA w.r.t Pharmalabel's new name.


Description:
left message for Rhonda to call me back regarding the affiliation and holding on site enrollments.


Description:
Cold call.  S/W Mary Yates in HR (she has multiple titles).  They are doing year end numbers & had limited time.  Did state they have relationship with SunTrust.  Discussed CU difference.  Asked about following up when she had more time.  Requested I f/u  with her in September.  Will send info & mark calendar for August.


Description:
Mailed Patience 15 membership packets as we discussed.


Description:
Irene has an enrollment scheduled May 14th.  Fed Ex package to Ricardo, new mbrship kits, smartrate cking flyers, and premiums.


Description:
Passed on Cindy's info. to Donna for her to schedule between Cindy & Laura to explore options for retirement plans for salon's employees.

Called to Cindy to give her a 'head's up' of the exprected call from either Donna or Laura about setting up an appt.


Description:
Introduced Kristen & Leigh from JBA to Cindy & Tara. Cindy has her own/ individual insurance & is happy with her broker/agent --she mentioned that she is always shopping around though. Their insurance participation among her staff is pretty low=> interested in looking at better group rates.
The ages of the employees range from 21-32, with a few over 32 (these don't view insurance as a top priority).  Tara's been with the salon since 2002; 3 of the other empl. Have been there for 6-9 years. 

As requested, Tara will provide Leigh with the fol. info. on the employees: Name, DOB, Zip, Spouse/dependants so as to personalize the quote.


Description:
CLEMMONS: Mailed Lynn $15 target g/card & thank you card-- thanks for allowing me to present to the directors @ yesterday's meeting.
Also called Lynn to express our thanks.


Description:
CLEMMONS: Met with Lynn & the directors of the depts. @ the West Forsyth branch -- get to their staff mbrs later on: 13 people, incl. Lynn were present (6 depts were represented) for services presentation. 5 of them are members already. Tim is very interested in opening a SmartRate; will use the $$ received from recent Wachovia CDs maturity. 
Todd will be transferring to Kernersville branch soon.
Promised to f/up with Lynn in a couple of weeks.


Description:
According to Pat, they are currently in the process of being leased or sold-- she is unsure of which one at the moment--- not able to allow any outside vendors in the building now. As this is confidential, she's unable to suggest a time for us to f/up with them by. Hopes that it will be soon; advised me to keep my ears open for when they publicize their new owners/lessors.


Description:
called and left message for Rhonda Bunker.


Description:
Scheduled meeting w/ Carolyn Wilson & Mary Stretton to talk about exception payroll on July 8th.


Description:
Rcvd an email from Lori asked for more Mbrship packts.  Sent 25 through Fed Ex.


Description:
Ron George @ N Patterson called/faxed info for TurboCare based on conversation  with Tammy & Agnes.


Description:
Called & S/W Tammy Velie.  Will F/U with HR person and get back to me on a time to meet this week.


Description:
Tammy emailed request for Tuesday the 13th at 2:30 to meet.  Theresa Watters is HR Manager, W-S Operations. Confirmed time is good and will meet tomorrow.


Description:
Dropped off premium for employee appreciation drawing with Kathlene.


Description:
Emailed Mark flyer announcing initial enrollment visit on May 20th @ 10 a.m.


Description:
Jessie & several of her employees attended our SEG luncheon.


Description:
Thanked Jessie for attending SEG Luncheon & requested time to get together to discuss Allegacy Services.


Description:
Called for Barbara-- wanted to know if she has experienced any problems with her new accounts: NO. Very good service thus far. She promised to call me before the month is out about walking her through the cross members transfers.


Description:
Called for Lori; on the other line so I left a msg to call me.


Description:
Updated phone number in system. Called to see whether Tracy needs any packets; offered to bring them by or mail it. Left vm msg indicating same.


Description:
Called for Bill-- does he need any membership kits? Left vm msg.


Description:
Presently, they have 39 employees. Sherry Seay (pronounced as 'Sea') is the contact for visits. 
Switched her checking account to SmartRate today.


Description:
Spoke briefly w/woman at TurboCare's booth during Employment Fair at the LJVM Annex.  Did not know if they had any credit union affiliation


Description:
Met w/Theresa Watters & Tammy Velie.  Will need to get "blessing" from corporate (Siemens Corp) but do want to affiliate.


Description:
They are in the process of downsizing to about 30 employees on site; anticipate employee morale being low. Visit still on schedule for Friday 16th.


Description:
Asked whether I could stop by with a few new member packets; she'd rather I mail them. The other 2 employees are aware of their eligibility for membership though.


Description:
Stopped in to see Regina who was not in. Dropped off popcorn/pens and  Gave Smart Rate flyer to administrative staff.  There are a number of employees who are already members.


Description:
Emailed Alisha to follow up on meeting with her & Chris Stewart.


Description:
Emailed Richard Griswold to inquire who would be person to discuss affiliation.  They are on same campus (Old Westinghouse) as TurboCare.


Description:
Richard returned email stating ATC has a C U available to its employees.


Description:
Mailed 5 new membership packets, & listing of educational seminars to Sherry.


Description:
Set up in break room: 1 New, 1 Chk, 1 PD, 1 AIG ref. Held drawing for $15 g/card to Target.
Gave an employee --her husband works for Superior Manufacturing-- a new member packet with DD & PD forms for both her & her husband. They both want to have their DD coming to Checking @ Allegacy. I will pick up forms when she calls me to.

Gave $20 g/card to Patience as thanks for scheduling.


Description:
Emailed Patience to thank them for scheduling today's visit.


Description:
2 benefits mtgs were scheduled for employees: @ 2 p.m. (25 employees present) & @ 3 p.m. (22 employees present). BB&T @ work, BBT Insurance, Prudential, Ameritas Group Dental as well as their supplemental insurance provider were also present. This yr, the country club has switched from Aflac as its supplemental to another.

--1 Chk.  
Amy Heath & Sharon Woods were present for both gatherings. Amy's the new controller (assumed position in July '07); Sharon reports to Amy.


Description:
Emailed to thank Amy & Sharon for inviting us to their employee benefits review. Updated contact information ------
Carole Bendell retired in August of last year; Amy Heath is her replacement


Description:
Attended picnic with the fol. results:
1 new mbr w/DD (she didn't qualify for Checking), 1 PD increase.

5/15: Called to get Dennis' email address. Emailed him a thank you for invitation to picnic.


Description:
contacted Cathy to set up a referral meeting with JBA Insurance. She attended sponsor company lunch and stated she was interested.


Description:
Cold call.  Met & S/W Brenda Shofner briefly.  HQ is in Columbia, SC.  Left info & will F/U next week.


Description:
Set up in break room from 10-1. 
1 New, 1 AIG ref --Karen & her husband are interested in setting up a will; submitted referral to AIG.
Spoke with Karen about the interest for a lunch & learn. 

Emailed her listing of educational seminars.


Description:
Called to confirm Wednesday's visit. Got the 'all-clear' from Anna Ruble, Bob's assistant.


Description:
Followup call regarding retirement mtg. with Cindy & Tara. Cindy's not in as yet; Tara will clear with Cindy & return Donna's call hopefully.


Description:
Left vm msg for Marty-- has a new practice mgr been hired? Requested that she call me back so that we could update our records.


Description:
They are in their new facility. Scheduled visit for Wednesday 4th June @ 10 a.m. Emailed Debbie flyer announcing upcoming visit.


Description:
Called & L/M for Janet Phillips in HR to discuss affiliation.


Description:
Sent email thru info contact on CPHS' website to inquire about C U affiliation.


Description:
Sent email to Sam George to F/U on affiliation.


Description:
Janet Phillips returned call.  They are a state agency so they have access to SECU.  Will mark as lost.


Description:
Affiliated according to Truliant's website.


Description:
Affiliated w/Truliant according to their website.


Description:
Called to f/up on setting up 401 meeting between Laura & Cindy. Mtg scheduled for next week.


Description:
Presented to 8 employees (incl. Mark). Took popcorn, badge pulls, lip balm & pens.
1 new mbr with P/D.


Description:
Rec'd vm inviting me to attend wellness day.  Spk w/ Nikki to get details.  Scheduled to attend event.  E-m'd Jarvis to attend.


Description:
Called for Kristy. Would like to meet with her to introduce myself & get her acquainted with Allegacy's offerings. Left her a vm msg.


Description:
BUSINESS OPPORTUNITY FOR AIG: 
Mark expressed interest in having a company-sponsored simple IRA plan for the employees. He thinks IRA options would be better than a 401(k) plan due to the (small) size of the USA operations.

Fwded this info to Donna Hennessey- Chris (Austin) emailed indicating that he will call them.


Description:
Called & S/W Kristine Witherow briefly after F/U w/Merrill Shaw at K'ville FC.  Kristine was headed into a meeting and asked to call back.  Advised I would email some information and wait for her call.


Description:
Sent email to Steve Gardener after meeting w/Dave Marcus earlier today.  They went to UNCC together.  Asked about affiliation and sent brochure to Steve in the email.


Description:
Cold call. Researched company thru Reference USA.  Has several facilities in the Triad. S/W Samantha Hefner about affiliation.  I am sending via email information for her review.  They just moved to a new office and asked if I would call her the 1st week of June to follow up.


Description:
Met Anna & Bob-- he's a mbr & has utilized the services of AIG before. Right now, he doesn't need AIG's services. Awarded him $15 Target g/card.

Spoke with 3 employees who took new member kits to fill out and fax in.
Emailed Bob thanks.


Description:
Blue Rhino is affiliated w/Truliant.  Will mark as lost.


Description:
Sent email via Chamber of Commerce website requesting the opportunity to discuss affiliation.


Description:
Spoke with Jeff-- initial visit tentatively scheduled for July 17th @ 2pm during their employee mtg..
Emailed him notice of upcoming visit. He will contact me if they need to make any changes.


Description:
Attempted to contact Tom Jolly. Suggested I call the other office at 768-9275. This receptionist indicated that the seond office is called Clubhaven Medical.
They are affiliated with Baptist => & therefore already affiliated with Allegacy.


Description:
I spotted one of their vans of Statford Rd. Pulled up their website.


Description:
Called to inquire about their affiliation with a bank/cu. Latisha @ the front desk directed me to Leigh Matthews, Assist. Administrator for Forest Heights about whether they would be interested in offering Allegacy's benefits to the employees. Expecting a call back from either Leigh or Mindy Alexandra.

They are owned by Wells Fargo Corporation, do their banking with Bank of America & don't offer DD.
Lee is out of the office today. Will mark my calendar to f/up if neither Leigh nor Mindy get back with us.


Description:
Spotted company's vehicle -- Cold call. They have three offices in NC: W-S, Lewisville & Salisbury. S/W Tina-- speak with Sean Eller reg. affiliation.

Sean should be back in office by 2pm today. Left msg with her, asking Sean contact us.


Description:
Left vm msg for Tammy regardiing initial enrollment.


Description:
Called for Sherry- they did receive the packets; she sent out a reminder email to the employees about SmartRate checking & their membership.


Description:
Spk w/ Kathlene about ice cream event.  Will get back to me Tuesday after talking w/ Belinda to schedule.


Description:
E-m'd to follow up on paycheck stuffers.


Description:
Rcvd return mail. Updated address per fwding address.


Description:
Rcvd return mailing.  Updated address per fwding info.


Description:
Cold call.  Stopped in Clemmons location to see Betty Ashby.  Not in but spoke to her sister Jean.  Left pens and got contact info for Betty.  Also stopped by Stratford Rd location to leave pens.


Description:
Leigh is on the phone with the construction contractor. I would like to schedule a breakfast/lunch mtg if preferred to a phone meeting. Left msg w/Latisha.


Description:
Left msg for Manny with Jodi about new scheduling to come out for the employees.


Description:
Cold call- spoke with Lyle Newsome, owner. He is a mbr; has been considering offering AFCU to his employees. Scheduling mtg for May 30th @ 10 a.m. to discuss same with him.
Currently has SunTrust as the bank for the company's business acct.

About 2.5 -3 million in annual revenue


Description:
Contacted Sandy Gibson @ local office who directed me to corporate location in Kinston, NC 800-676-1191. HQ further directed me to their benefits office (Markham, Green & Dennis ??) 252-523-1210.

Operator transferred me to Pamela Mobley; left vm msg for her. I called back 252 # to get Pam's ext; operator indicated that she made a mistake reg. contact person. Should be Debbie Tripp @ ext. 4413, who handles 401(K).

Debbie informed me that contact person is Margarete Everette, VP of Benefits @ ext. 4306. She's out of office today. Left vm msg for Margarete identifying AFCU's interest in ALBEMARLE & CHARLOTTE, G/BORO (Guilford), KANNAPOLIS, K'VILLE and T'VILLE (Davidson). Another location is INDIAN TRAIL, NC--: Lake Park Nursing & Rehabilitation Center


Description:
Gloria Kiger is Manager. She's not in today; wasn't able to leave her a vm b/c her inbox was full.


Description:
Spk w/ Deidra.  Extremely busy right now.  Once they are settled in new bldg will be able to talk about affiliating.  Asked me to check back in Sept.


Description:
Spk w/ Yvonne.  Still wants to talk w/ me but now is not a good time.  Asked me to call back in June.  July will not be a good month either.


Description:
On vacation until 6/6.  Didn't leave msg.


Description:
Randy Sisk called to reschedule for Monday 2nd @ 10 am.


Description:
Stopped by to meet Bob Tribble (there are 2 Mr. Tribble's). The employees are mostly retirees from AT&T and as such use Truliant. The last new hire is a former empl. of Reynolds. Mr Tribble himself is a mbr of Truliant FCU.
Will mark as 'lost'.


Description:
Stopped by the W-S office (see notes for directions) to meet Sean. B/c he's in/out with client showings, it's best to have him schedule a mtg rather than a 'drop-by'.


Description:
Left msg with Tina for Sean to call me. He doesn't have vm capabilities.


Description:
Spotted the building while out. Researched the company-this location is a new office (other locations in Durham & Fayetteville). W-S office will be opening on June 16.
It's a subsidiary of Talecris Biotherapeutics.

Called the 919-316-6300 # from website. The operator transferred me to the HR Data Ctr. Left a vm msg indication for the HR/Benefits person for Talecris Plasma Resources.
I think ADP is their payroll processing company.


Description:
Spoke with Tammy. They have their insurance event this Wednesday; they are planning to have the 401(K) no later that the 1st wk in July. We agreed that it would be a good time to have AFCU come out to present to the employees. Would go before the 401 (K) presentation-- Edward Jones is their agent.
Call Tammy back 2nd or 3rd week of June to get date.  Will mark calendar.


Description:
Paul & I met with Randy, the Operations Mgr (Lyle had been called out of the office). Randy is not mbr. Randy shared that they are interested in a grp-retirement plan for the employees. Payroll Solutions processes their payroll; we  discussed Coop. Payroll with him as well. 

They will be filling out paperwork.


Description:
Emailed Randy & Lyle the Factors to Consider form & Req. for Affiliation ltr.


Description:
Emailed Samantha to see when we could get together to follow up on affiliation.


Description:
Attended enrollment.  Did not promote us so very little participation.  Also, Coastal FCU was on-site the day before.  We signed up 1 new mbr.  E-m'd rep to see if we can schedule another.  Asked her to promote us on their tv monitor.  Rep apologized for not promoting us.  She was on vacation and offered to promote us in their newsletter Scheduled another enrollment w/ Jarvis.  Dropped off apps & referrals to FC.


Description:
Supposed to have another enrollment but Carin stopped us at security gate to explain that her manager considers putting us in the cafeteria solicitation so she can not schedule any more.  However, she is allowed to organize a financial fair for employees to attend.  Planning one for September.  At that time would like us to have sign up sheets for our seminars so we can schedule seminars.  Asked me to e-m topics again.  Both Carin & Latondra, HR assistants opened smart rate checking accts while I was on-site.  Carin also suggested I drop off materials to their Harris Corners location.  Evidently one of the plant employees told the office employees we were on-site.  Dropped off member kits, smart rate flyer, flex equity flyer, badge pulls, & cookies for Cynthia Houston.  Called to explain the materials.  Cynthia is going to call me after she has had a chance to review materials & talk w/ Carin to see how they handle cu services.  E-m'd Carin & Cynthia seminar topics.  Carin is also interested in opening a Roth IRA.  E-m'd referral to Chris Austin.


Description:
Worked on final details for tomorrow's seminar.  Confirmed w/ Chris Austin.  Rep continued to add employees today.  Increased order for lunch.  18 Employees signed up for seminar.


Description:
Hosted basic investment seminar.  Provided box lunches from Roly Poly.  Signed up 2 new mbrs for smart rate checking.  Got 1 referral for Chris Austin.  HR Director & Manager were very impressed w/ seminar & asked that we come out and do another one.


Description:
Corresponded w/ contact about additional new members, packet request, missing notes, 403B info. Corresponded w/ Chris Austin about future seminars & missing notes.  Mailed another packet to Leslie.  Chris is interofficing missing notes.  Will mail them to Leslie when I receive them.


Description:
Received Gay's missing notes and mailed them.


Description:
E-m'd to follow up.  Mentioned the ice cream social we do at our companies to promote Allegacy.


Description:
Received email from Angela Potter, HR Asst. New location for FSI. Sheryl Mohn is no longer with FSI; Jean Lindsey is new HR Mgr.- she's located @ Head Start office. Angela's located at admin/counseling offices.


Updated information.


Description:
E-m'd to follow up.  Included info about ice cream socials to promote Allegacy at our companies.


Description:
Spk w/ Yvonne.  Still too busy to talk.  Her assistant is out for a couple days.  Asked me to check back in a couple weeks.


Description:
E-m'd to follow up.  Also mentioned ice cream social as a way to promote Allegacy on-site.


Description:
Got lead from security bldg at Carrier.  Left vm msg for L'tanya.


Description:
Called to see if enrollment can be scheduled. Busy time now with billings, then Kathy will be on vacation, then more billings. Give her a call back 1st wk in July. Will mark calendar.
About 53 employees now.


Description:
Kit Broadhurst has replaced Gail Anderson as HR Mgr. They just had an employee mtg this Tuesday. There is an orientation nxt wk; she's unsure of whether it's for new employees. 
Will get back to me about this.


Description:
Called for Angela. Left vm msg introducing myself.


Description:
Angela returned my call. A lot of employees will be out on vacation this summer. Best to wait & call back in August w.r.t. scheduling visit. Will mark calendar.


Description:
Called Joyce. Left Message. Waiting on call back.


Description:
Called and Left Sandra a voicemail. She was out of the office.


Description:
Called and left a message. No one was in the office to speak with.


Description:
Spoke with Cynthia Trivett. Most of their staff work in the field, out of the office. She gets us to send enrollment forms because that’s the easiest way she can pass them out at their orientation. She said she still had a box left and would contact someone when she ran out. :)


Description:
On Site July 22nd at 11 a.m. Staff meeting. 

Location: 1900 S. Hawthorne Road, Suite 762 B
Winston Salem, NC 27103 

Spoke with Danita Needham and will be sending her flyers before we come. :)


Description:
Smart rate letter got returned.  Looked up address on reference usa.  Resent letter.


Description:
Spoke with Ashley. Not interested in meeting with us. Try back next year.


Description:
Smart rate letter got returned.  Looked up address on reference usa and resent.


Description:
Spoke with Andrea. She is going to call back after she talks to the HR department about when would be a good time for an enrollment.


Description:
Debbie is out of office until June 16th. I left a  voicemail with her even though she is going to have limited access to her messages while she is on vacation.


Description:
I spoke with the recepionist at the office, she is going to tell Celeste to call me back at her convience.


Description:
Spoke with Christy, No new employees, and all employees are already members. :)


Description:
jordan spoke with tom. They won't be interested until August 2008.


Description:
No answer when called to speak with Debra.


Description:
Spk w/ Tamika, office mgr.  Asked me to call her Monday at 11am.


Description:
E-mailed following up with her about the seminar and she asked for me to semail list of seminar again.


Description:
Dropped off coffee mug w/ starbucks gift card.


Description:
Spk w/ Juliana who is going to check w/ the decision maker.  Offered to send her a list of cu highlights to share.  E-m'd list.


Description:
Marked lost because of the number of employees.


Description:
Call from Anne Mabe, 661-7140 about getting a letter from us for a summer worker of Alliance's. Enlisted Teresa/Joyce in the Contact Ctr to assist Anne with this.


Description:
Spotted Watson vehicle; got info from Ref. USA. Called for David Garner @ W-S office-- benefits handled out of corporate office in Wilson, NC; 252-237-7511, 490 Ward Blvd, Wilson.

Pearl Warren handles most of the benefits, ext 295. Left vm msg for Pearl w.r.t possible cu affiliation.
David Garren is the VP of HR.


Description:
Affiliated w/Members according to their website.


Description:
Samantha reponded & asked to F/U w/her mid-June as she is trying to coordinate schedules w/her boss.


Description:
Visted co.  Ron was not available.  Left info on smart rate checking, flex equity, & seminars.


Description:
Sent email to Betty to follow up on information and request time to get together.


Description:
Received email from Betty yesterday.  Would like to possibly get together this week (2-4:00pm are best) but will have to see as 1 of her managers is out this week w/surgery.


Description:
Jordan & I visited their new offices. They share the bldg with The Salem Group.

Gave Debbie $15 target g/card. She is the new Controller (really new). Attended to 6 employees, incl. VP Marketing. She is not a mbr-- told her about Alleg. Funding $5 for SEG rep's opening deposit as well as $50 checking+DD promo from Bus. Dev. Took new mbr packet to fill out later. 2 empl. Interested in making switch to SmartRate.

Debbie prepares payroll. McCready & Keene has their 401(K) plan. CML partly sponsors the medical benefits; dental is not company sponsored.


Description:
Julie Reimers informed us that they lost this company as a client. They have a new HR rep. We are going to contact the company and set up time to meet new rep.


Description:
Cheryl McKinney called about attending company meetings this Thursday (6-12).  Will coordinate w/ Jenn & Kanta.  Will F/U on name change.


Description:
I called to talk to Rose about holding enrollment and offering the smart rate checking account to their employees. I was unable to talk with her directly so I left her a voicemail. In addition, I emailed her the information and asked her to respond with available dates for us to come out.


Description:
Called and LMTC about scheduling the Ice Cream Social


Description:
emailed Sue about scheduling an enrollment.


Description:
Emailed Laura about scheduling an enrollment.


Description:
Emailed Michael Carbone (whom I've met at Chamber functions) to ask to put me in touch with and/or forward info about affiliation.


Description:
6-6-08:  Attended the IAAP Office Expo (International Assoc. of Admin. Professionals. Spoke with Melissa McQueen-- she mentioned that their HR is looking at changing up some of their benefit offerings. Gave her an affiliation packet w/Payroll, Realty & JBA info incl. Promised to email Factors & Req. for Affiliation ltr.


Description:
I viisted with Angeles. Received letter for affiliation.  I introduced her to Payroll- Jan Harding Baker and also to Chris Austin about 401K program for staff. She currently  uses paychoice for payroll prcoessing and does not offer 401k program to the staff. Angeles has been with the organization for 6 1/2 years. The organization is 18 years old. She came from Reno nevada. She previously worked for Girl Scouts. The employees are paid semimonthly. They are looking at location at Central & eastway. It would cost them 1.5 million to purchase.


Description:
Emailed Melissa paperwork to affiliate, as we agreed.


Description:
I called Rhonda to follow up. She is on vacation this week. Prudential handles their retirement.


Description:
Followed up w/Tommy Holder to see if can begin the affiliation process.  Attached affiliation letter, factors to consider & Smart Rate Checking info.


Description:
Tommy F/U stating that corporate benefits will not allow if it does not include all employees.


Description:
Donna Hewitt is HR Mgr-- left her a vm msg w.r.t. possible cu affiliation.

NB: Got the general vm inbox for A Child's World as well as R A Hewitt Building Co.


Description:
I contacted Lisa to get her to write a letter requesting affiliation for Conwood TOBACCO they recently acquired the company. They are based in Tennessee.


Description:
I have been talking with Bob about credit union affiliation. His wife is a member of Allegacy from Nabisco. They are interested in the smart rate checking account offering. I provided him with information to take to his board for consideration.


Description:
F/Up with Elaine as requested. Beginning next wk, they will be holding a 10-12 week personal finance program for the employees. Debating whether it would be more efficient to have Allegacy come out midway through or towards the end. 
Discussed our Smart Choice offering with her; emailed current listing to her.
Asked that I check back with her mid-July.


Description:
Tried to f/up with Tom. Left him a vm msg.


Description:
Mailed letter w/info to Michele Allred to discuss affiliation & SmartRate checking.  Will F/U wk of 23rd.


Description:
Left vm for Kristy asking to meet with her. Will try to reach her again.


Description:
LMTC w/ Karen about scheduling an enrollment.


Description:
Jordan spoke with Connie she is busy due to recently moving into a new plant. All employees are going through training at this time. We can call her back later on down the road to set up enrollment.


Description:
Jordan scheduled meeting with Virgina Bowman about exception payroll- June 17th 1:00 pm


Description:
Jordan set up meeting with Sandy and Christy about exception payroll. June 13th, 2008 @ 10 am Conference call.


Description:
Jordan set up exception payroll meeting with Terri Miller July 1st, 2008 9:30 a.m. 

Conference Call.


Description:
Jordan set up meeting with Julia Foltz June 16th, 2008 at 10:30 a.m. at Piedmont Fence about payroll exception.


Description:
Meeting with Allison Meadows 10 am on Thursday June 12th Conference Call concerning exception payroll.


Description:
Exception Payroll Conference call with Sheryl. June 17th 2008 10 am


Description:
June 20th 10 am Exception Payroll meeting with Becky Hue's Conference Call.


Description:
June 17th @ 2 pm Conference Call with Debra concerning Exception Payroll


Description:
July 15th 2008 @ 10 am -- Conference Call with Nedra Sanford cpncerning Exception Payroll


Description:
Exception Payroll -- Conference Call with Connie Carden June 24th, 10 am. Marketing Conference Room


Description:
MONTHLY PLAZA TABLE:
Promoted Laura (AIG), Low Doc, Youth & Young Adult & SmartRate. Held a drawing for 2 travel mugs- enticed people to stop. 
2 employees really interested in utilizing AIG: 1) middle-aged gentleman & 2) lady. #1 needs to sit down with wife & get organized before they can schedule an appt, will contact AIG soon. #2 was rushing off for her lunch date; informed her that she can always just call or stop by when she's ready.

Also fielded a few ques. about expired VISA card & SmartRate criteria. Rec’vd several comments that my table was well presented.


Description:
MONTHLY PLAZA TABLE:
Tommy Gibson, with facilities suggested that once the cafeteria reopens, we can have the table setup in front the café, with the glass front windows at our back. His # is 741-5911. He gave an expected reopening time as late June. I will f/u on this with April about changing table location for upcoming Plaza visits.


Description:
Called for Tommy Gibson in facilities. Cafeteria reopened today. Confirmed the ok to have our monthly table setup in front of the cafeteria, rather than outside F.Ctr.
Left msg for April in Conference Services about moving future table setups 741-4018.


Description:
Melissa no longer works there. Spoke with Tammy and they now bank with Truliant. She was not interested in setting up an enrollment now.


Description:
Left Message with Celeste Graves. If she does not call me back soon. I will call her later this week.


Description:
Left message for Kimberly to see if she needs any more information.


Description:
Teresa's out of the office today. Left vm msg to call me.


Description:
Ted's on the other line-- left him a msg asking about the next quarterly meeting & scheduling a visit during next one.


Description:
Left Message with Regina. If she doesn't call me back, I will call her again.


Description:
Kay is no longer with the company. Spoke with Elizabeth, and she chooses to decline a visit. They are now with Novant.


Description:
Left message with Tracey- general Manager. Jan Cochron is no longer employed at Super Eight. I will call Tracey back if I do not hear something from her soon.


Description:
I called back since Jordan was given a 'hard time'. Spoke with Elizabeth about novant employees' m/ship eligibility. 
Susan Carter is our contact there-- mentioned that they were informed of the Alleg. Benefit when they joined Novant a year ago, but it's slipped her/their mind(s).

Scheduled a visit with presentation for June 16th @ 12 p.m. Emailed her flyer announcing visit.


Description:
Susan informed me that MDCo, PA was dissolved & the new name is West Forsyth Family Services. Will request name change letter. 
Updated contact info.


Description:
Spoke with April. Setup area for table will now be in front of the cafeteria, in the middle of the galleria/throughway.


Description:
Emailed Debbie's thanking her for allowing us to come onsite.


Description:
Called and LMTC w/ Theresa about scheduling intial enrollment.


Description:
Called and scheduled initial enrollment.  Scheduled for June 18th @ 10:00.  Kanta and Jordan will be in attendance.


Description:
Emailed Jan & Susan with thanks for inviting AFCU to their open enrollment for benefits.

FOR FUTURE BENEFITS DAYS, IF THE TIME IS BEING SPLIT UP BETWEEN PARTICIPATING VENDORS, MORE EMPLOYEES STOP BY IN THE MORNING.


Description:
Received an IRATE call from Lisa Goins (995-1711)  about her husband, Robert's new account-- the $50 promised to him --from when we presented on 4/21) for signing up for DD into a checking wasn't in the acct. 
He joined through the Enter. Lab. Srvcs/ IATSE (International Alliance of Theatrical Stage Employes).
I verified with his wife & then Dianne in Contact Ctr about DD & chk acct. Had Dianne change his mem/ship code to 8M & deposit $50 promo in Robert's checking.


Description:
LMTC w/ Pam.  She called Belinda back and I was returning the call for her.


Description:
LMTC w/ Tim about scheduling enrollment.


Description:
LMTC w/ Terri about scheduling an enrollment


Description:
LMTC w/ Verna about scheduling an enrollment


Description:
Scheduled initial enrollment for June 27th from 3-4p.m. They will all be there as they will be having a training session

Emailed announcement flyer.


Description:
Called to speak w/ Debra about scheduling an enrollment,  she was not there they asked for me to call back.


Description:
CLEMMONS: called to f\up on directors' interest in scheduling. Their summer camps kicked off today-- so they've been really busy. Promised Lynn to check back mid-summer.


Description:
Called to f/up on initial enrollment date with Tammy, as we agreed. Her 2 bosses (they are brothers) will be vacationing for a week (a cruise) towards end of June. She is also waiting on word back from their 401(k) agent to select a date.
Will call me back early July when she gets the info. Marked calendar to f/up with her beginning of 2nd wk in July.


Description:
LMTC w/ Katie about scheduling an enrollment.


Description:
RCVD call back and scheduled enrollment for 07-03 from 2-4.
Emailed flyer announcing visit.


Description:
Tried to reach Pearl Warren again. Left vm msg indicating possible membership for employees @ W-S office.


Description:
Belinda asked to F/U on Winston Packaging.  Appears this is the former Winston Printing which is affiliated w/Members C U.  James Gordon is the owner.


Description:
Jackie returned call and we scheduled enrollment for 07-18 @ 1:30.


Description:
Stopped in to see Regina Mabe.  Dropped off a couple of red mugs & $10 gift card from Panera.  Apologized for not getting paperwork sent in but said she will try to do it in the next couple of days.


Description:
Left vm msg for Nancy to find out info such as number of employees, benefits fair dates, and orientation.


Description:
Scheduled a conference call with Pam Vandike concerning Exception Payroll. July 10, 2008 3:30 p.m.


Description:
Spoke with Rita Curley concerning exception payroll. She referred me to
Laura at the 
corporate office (828- 464- 1817) 
Fax: (828-464-8137) 
Email: lroland@choice-health.net

Set up a conference call with Laura on June 23, 2008 at 10 a.m. in Marketing Conference Room. 

Also let Jean Morgan, in Asheboro, know the new payroll method that Laura decided would be best. She is the lady who cuts the check. 
Jean: (336) 859-0504 -- Cash Manager


Description:
Left message with  April Waddell about exception payroll. If she doesn't return call within the next couple days I will call her.


Description:
Scheduled a Conference Call with April Waddell and Dawn Fender for June 26, 2008-- 11 a.m. 
In Marketing Conference Room.


Description:
Waiting on Carol Holt to call me back about Exception Payroll meeting. I have left two messages.


Description:
S/W Kelly in reference to Old Vineyard Behavioral Services.  Cheryl McKinney was interested in bringing in Costco.  Kelly will F/U on talking to corporate to discuss affiliation for W-S location.


Description:
Left message with Celeste about enrollment. If she does not call me back I will call her again.


Description:
Left another message with Denise concerning enrollment at Mullen. If she does not call me back I will call her again.


Description:
Enrollment visit scheduled for July 10 from 11:30-1. Asked us to bring pizza for 50 ppl.


Description:
6/11: Asked Ingrid to see if she could get a hold of Manny w.r.t setting up a sign up at Compare.

6/12: She did!! He said that any day would work between the hours of 9-12 or 9-2.
Manny also had a ques wrt the business acct & the guidelines for 3rd-party payroll checks.

Will have either Lori & Ingrid call him back to follow up, and to let him know in advance the day for the sign up.  We need to coordinate with Lila Canon at Parkway since she is the FC contact person for Compare.


Description:
LMTC w/ Stan about scheduling an enrollment.


Description:
Jordan & I were there for the 3 employee mtgs; including Paul for the 7:15 am mtg. 
2 New, 1 AIG, 2 Chk, 1 DD, 1 Mort, 1 PD. Gave Cheryl.
Cheryl said that this is the 1st time that they are trying the empl. Mtgs plus vendors format (I believe they have monthly mtgs).
Capella University & Sam's Club were also there.


Description:
As promised on 6/12, emailed Cheryl more info about what's to be mentioned in the name change letter. Also thanks for inviting us out.


Description:
Scheduled enrollment for June 26th @ 11:30.


Description:
Winston Packaging (Winston Printing formerly) is an RJR spin-off.  Mailed affiliation brochure & SmartRate flyer to James Gordon.


Description:
Stopped in to get/leave info.  Enforced "No Solicitation" policy.  Did give name of Melissa Gabrielson as a contact.


Description:
Mailed brochure & SmartRate flyer to William Stillerman who is the president.  Will f/u on info.


Description:
Rcvd call from Candace.  Scheduled an enrollment for July 18 @ 8:30 bring Doughnuts.


Description:
Mailed brochure & SmartRate flyer to David Brazeau (District? Manager) to consider affiliation.


Description:
Sent email to Kathy McDaniel to request time to get together to discuss affiliation.


Description:
Set up a conference call with Cathy Mark about exception payroll. June 23rd 11 am Marketing Conference Room.


Description:
Touched base about coordinating schedules this week to discuss affiliation.


Description:
Emailed DD Form to  Amanda Johnson in IT to have posted in SEGway under 'Keystone  Edn...'


Description:
Debbie faxed in her m/ship paperwork; took down to Contact Ctr. Deposited $5 for her initial dep. as SEG rep.


Description:
Saw 4 ppl. There are 12 employees @ this office. Susan is not a mbr; gave her a packet--showed interest in a savings for herself. Her family's primary banking & mortgage is done with Bank of America & her husband handles everything.

Dr. Chris Warnimont, one of the practice docs, inquired about info. on commercial loans/mortgage-- their building's mortgage will be up for renewal/refinancing soon. Emailed his info to Hil & Gwen in Bus. Srvcs.

Otherwise, no new interest; seems as the rest of staff are already mbrs. & no ques/concerns. :(


Description:
Emailed Susan info about NCUA letter w.r.t. their name change to W.F.F.Srvcs.
Also to say thanks for inviting onsite.


Description:
Spotted a vehicle. Comfort Keepers branches in Charlote, Concord, Greensboro, Salisbury, W-S.

Spoke with Brooke Reynolds about possible cu affiliation. They don't have any cu or bank links :).   Her husband, John handles the benefits/in charge of the finance matters. She was very receptive to possibility of offering Alleg. Benefits; emailed her factors form, affiliation request ltr & Alleg @ Work leaflet. Will have Rita continue with this.


Description:
Spotted vehicle w/logo. Spoke with Tara-- she didn't know of any cu/bank affiliation. Jane Thompson is the person to contact. She will return in 1 hour. Will try again later.


Description:
Spotted a vehicle. Comfort Keepers branches in Charlote, Concord, Greensboro, Salisbury, W-S.

Tried again to f/up. Jane's on the other line; doesn't have vm so lmtc with Laura.


Description:
Spoke with Betty-- they are associated with local bank.
Will mark as 'lost'.


Description:
Found the correct number. (336) 834-9255
Contacted Phoneix Systems and they now process their payroll through Suntrust. As far as the lady knew that I spoke with none of their employees were members with us. 

John Conarpe - manager.


Description:
Larry not with the company anymore. Now with affiliated with another credit union.


Description:
Spotted a vehicle. Comfort Keepers branches in Charlote, Concord, Greensboro, Salisbury, W-S.

Spoke to Susan-- she's unsure about any cu/bank affiliation. Lori Everly is the contact person she named. Lori's out on vacation till 6/23. Fwded info on to Rita to f/up with this lead.


Description:
Left message with Mary to see if she was interested in the flyers that were mailed to her, and see if she would be interested in an enrollment anytime.


Description:
Kathy McDaniel responded 6/16/08 stating Donna Ball is decision maker & forwarded email to her.  I responded to both & asked Donna for a time to get together.


Description:
Betty called to see when we could meet.  Decided to meet this afternoon at 2:00pm.


Description:
Met w/ Betty and discussed affiliation.  They have 125 employees & our currently using Flex-Pay for their payroll processing.  Betty stated she would like to become a SEG & will be submitting paperwork.


Description:
Sent F/U email to thank Betty & forward request letter & factors to consider documents to fill out online.


Description:
Karilyn Wilson left a vm msg about a problem with an employee's DD=> the email didn't go through on her end. Called her back-- Angie Mahaffey caught the problem & helped her out already!! :)

Katie Merrell's gone back to school so she is PT (for) now. Could contact Dana Bryson, (ext. 20) Operating Mgr in the meantime about scheduling visits. 
Mary Stratton (ext 24) & Carolyn Wilson are the accountants.


Description:
Stopped by on my way home to meet Manny. Left Lori Timm's business card with him; asked him to contact her 6/17.


Description:
Initial enrollment visits scheduled for Wed. 25th June @  10:30 AM-12:30 PM-- Ingrid Cassetta & Lila Canon from Parkway Plaza will be attending.

Also Friday 27th June from 12:00-2:00 pm.-- Ingrid & myself will be attending. Faxed & emailed announcement to Manny's attn.


Description:
Pat & Judi from 5th street branch accompanied me. 
3 New, 2 Chk, 1 AIG, 2 SmartRate switches.


Description:
E-m'd Debbie for the ice cream social date. Debbie called to schedule.  Contacted Bruster's Ice Cream to schedule.


Description:
Spoke with Tony. Next orientation date not confirmed as yet, but they're looking around Aug - early October for the next one-- expects about 50 new employees.

Tentatively scheduled us to come out on July 21 from 12-1:30 p.m. Info booth set up in employee lounge.


Description:
E-m'd Lori to see if they have had any employee interest in our seminars.


Description:
Rec'd reply from Bob thanking me for the update and letting me know they are going to be offering the services of their corporate cu for the forseeable future.


Description:
President not interested in offering us.  Very satisfied w/ his banking relationship.


Description:
Scheduled mtg with Tom @ his office on June 25th to discuss the full range of Allegacy's pdts & srvcs.
His employees are spread out between W-S & Charlotte.


Description:
Jennifer Spencer returned my call at Nancy's request.  Because BofA is the natonal sponsor for Nascar they are not allowed to offer any other financial institution to the employees.


Description:
Marked lost after looking at SEG penetration report for division in W-S.  They only have 3% penetration and they are not able to hold enrollments because employees are off site.


Description:
Lana returned my call but said all employees were satisfied at the current time.


Description:
LMTC about scheduling an appt for Belinda and I to come and have an update.


Description:
Sent email to Barbara about come out and chatting with her.  Emailed some available dates.


Description:
Spoke w/ Renita Rolle and she invited us to the community awareness day on June 19th from 1-3 @ Central Park in King.  Kanta and Jordan will be in attendance.


Description:
They have not moved yet but are the process of the move to the kernersville location. He is not sure on a time or date to set-up an enrollment.


Description:
E-mailed Geoff, couldn't get him by phone, about enrollment.


Description:
Tried to reach Valerie. The number for Adams Keegan is an accountants office.


Description:
Debbie does not schedule the enrollments anymore. Call back to speak with the manager the first of next week.


Description:
Spoke with Chuck. Not interedted in setting up and enrollment at this time.


Description:
Dana returned my phone call and said because their emplyoees are scattered all over the country they were not interested at this time, she also said there was not a specific location we could do an enrollment at because there are so few employees at each location.


Description:
Linda just wanted me to e-mail her new information, she said they don't usually have an actual enrollment.


Description:
Setup an enrollment Tuesday July 29th @ 2:30. Only expect to have 6 or so employees.


Description:
Spoke with Tricia, they are interested in setting up an enrollment at the end of summer. They have a lot going on right now and are satisified with their memberships with us.


Description:
Left msg with Barbara concerning enrollment.


Description:
Spoke with Debbie, they put a stop from "vendors" completely, they stopped having companies come into the office about 2 years ago.  I am going to send her new information so she can update their website and page they have for Allegacy. The members that are employees are satisified.


Description:
Stopped in and was able to speak w/Phillip Sr. Has relationship w/BB&T as a customer & a vendor. Stated he would like to give his employees the ability to join the credit union but also has a no solicitation policy at work.  Will look over info and will be back in touch.


Description:
Mailed letter to Brenda to f/u on affiliation.  Included SmartRate flyer.


Description:
Donna Ball called.  Asked if Karen "Kip" Burn could be in meeting.  She is in their sales dept. out of Charlotte.


Description:
Spoke with Jodi -- verified that they had received either the fax or the email. They did; we are still on schedule for next wk.


Description:
Resolution/proposal passed at board mtg today.


Description:
Jordan & I did initial enrollment.
Presented to 4 empl including the owner, James. 3 New, 1 Vac, 1 PD, 2 DD, 3 Smartrate chk.


Description:
Jordan & I attended their Community Awareness Day held @ Central Park in King. Met Renita-- she's one of the supervisors, cell # 971-2166; Charlene , the Exec. Director & Monty, who works out of the Admin office in W-S.

Gave mbr info on mortgage--low doc.


Description:
Enrollment visit scheduled for June 25 from 1:30-3:30 p.m.


Description:
Spoke w/ Michelle and she is not going to be employees there after next week.  They are shrinking the office down to 8 employees.


Description:
Spoke with Denise, she is leaving the winston location to move to another office, but will continue working for Mullen. Stephanie will be taking over Denise's job at the WS location. 

Stephanie Vestal : 774-9428


Description:
Left msg with Larry, and sent him e-mail regaurding enrollment.


Description:
Not interested in enrollment at this time.


Description:
Shara e-mailed me back and prefers to distribute information versus have enrollment. I have mailed her new packets and some smart rate checking flyers.


Description:
Left Msg with Connie Hedrick concerning enrollment. 

Education Department is who we speak with concerning enrollments. 336-277-1880

Connies Direct Line: 336-277-1891


Description:
Returned Susanne's phone call. Left msg with her regaurding setting up an enrollment time.


Description:
Spoke with Gail Labarr, she is going to call me back concerning an enrollment. 

She knows many employees are satisfyed at this time, but was going to ask around to see if there are more people interested in joining.


Description:
Left msg with Claudia concerning enrollment.


Description:
Set-up enrollments through Presbyterian Hospital.


Description:
Spoke with Pat Brown. Not interested with doing an enrollment at this time, all employees are satisfyed, but late August maybe even after labor day she would love to set another enrollment up.


Description:
Spoke with Dot Thompson. She wasn't sure who to direct me to about setting up enrollment with them, but all matters such as this are handled for them through Novant Presbyterian Group. Waiting on Connie Hedrick to contact me back from the education department (sets up enrollments for practices such as Fort Mill).


Description:
Left msg with Starr Beam. She is the Manager over corporate office and training. She is actually the person to schedule enrollments with.


Description:
Spoke with contact at Denver office, she referred me back to Novant Presbyterian Health Group, because they have no control over enrollments because they are hired by Novant.


Description:
Received affiliation paperwork from Regina.  Next board meeting is July 20th.


Description:
Email Melanie for a list of the 2008 doctors office and practice managers.


Description:
Called and LMTC regarding a list of the doctors offices.


Description:
Spoke with Connie Hedrick from Corporate, she has stated that the rules have changed since last summer about outside vendors coming onsite to doctors offices. We are now only allowed to attend orientations, benefit fairs, seminars, things that we are invitied to by them. Have added all doctor offices and made status NOVANT so they will receive updates and mailings.


Description:
Spoke with Vicki Stokes from Corporate. The rules have changed since last summer and we are no loonger allowed to visit onsite doctor offices due to the new pharmasutical facility rules. We can attend the orientations, benefit fairs, and seminars that we are invitied to by Novant. 
I have updated all the practices in seg manager to NOVANT so they can receive mailings and info.


Description:
Larry directed me to Rebecca James the HR Coordinator. 336-292-9825. She is out of the office unil next Monday or Tuesday on a doctors leave. I will try her back the first of next week.


Description:
I tried to reach Shannon again, out of office. Left vm.


Description:
Rcvd a call back from Verna stating that she did want an enrollment, and I asked Jordan to give her a call.


Description:
Left msg with Shirley regarding enrollment.


Description:
Greg was out of the office. Left VM for him.


Description:
Spoke with Barbara, not interested in doing an enrollment at this time. If things change she will let us know that they are interested in scheduling one.


Description:
Left msg for Sue Miller about enrollment.


Description:
Left msg for Wendy regarding enrollment. Also e-mailed her w.r.to when is their next benefit fair/ vendor day.


Description:
Left msg for Julie about Vendor day and enrollment.


Description:
Elizabeth called me back for Shannon, she is going to let me know some dates that would work for them. It may even be sometime late summer that would work best for them.


Description:
Wendy contacted me back. She is not sure on the next Vendor Day, but is going to let us know as soon as she finds out. This would be a great time for us to go out!


Description:
Theresa called me back- their company picnic is this Saturday & she has been concentrating on this. Asked that I call her back next wk; wants to have Allegacy visit sometime in the next 2 wks. Marked my calendar to call her again.


Description:
Called the 768-0300 #. Wrong number, lady said to stop calling. Looked Davie Conco up on google, gave me the same number. Maybe the company has moved?


Description:
Enrollment scheduled on their lunch break. 7/11/08 11 am - 11:30 am 

Jan Cochren is the new general manager.


Description:
Spoke with secretary about enrollment because Neil wasn't in the office. She is going to have him call me back.


Description:
Left msg for Patty to have Cletra call me back reguarding questions/enrollment.


Description:
Left Message for Sandy reguarding an enrollment.


Description:
Jordan & I went to present during their training session. Got there-- the training session had ended early @ 1:30 but Michelle forgot that we were coming out today plus she was on her way to take her sister to the airport. Agreed to call her on Monday to reschedule initial visit.


Description:
Called for Michelle. Left vm msg to confirm that we were still on to come out later today.


Description:
Spoke with Shirley.

Enrollment: August 19, 2008-- 11:00-12:00. Emailed flyer.


Description:
Give Sandy a call back in a few months. She has no new employees and has picked up some new information if anyone has questions or concerns.


Description:
Sam Rogers has semi-retired. Carol Wicker is person now in charge of scheduling enrollments. I have left a message with her to give me a call back regarding setting up a time to do an enrollment.


Description:
Spoke with Jared Bonner.
On most days it's only himself and the office manager in.

Jared was interested in business banking services that we had to offer. I am going to mail him some inforamtion regarding that and also some general information for other employees.


Description:
Vanessa called me back. She is going to check with HR to see if we can come out during a meeting to do enrollment.


Description:
Jordan & I were scheduled to be there for training session. A personal matter came up early in the day, so Michelle ended the training session @ 1:30  but had forgotten that Allegacy was coming out.
We got there as she was leaving- we agreed that I would call on Monday to try to reschedule initial visit.


Description:
Spoke with Michelle. Tentatively rescheduled for July 17 @ 4 p.m.
Will have the guys leave from Fayetteville early that day to come collect their cheques.


Description:
Spoke with Denise. Not interested in doing an enrollment at this time. Employees are satisfied.


Description:
Left msg with Rebecca Cisco reguarding enrollment.


Description:
Spoke with Jody. They only have around 3 new employees, so she really didn't see a purpose for us to actuallly come out. But def mid-year we could make a visit to them. 

 I am going to e-mail her a flyer. She said if she gets a lot of questions or interest in the flyer, she will call us and we can schedule a time to head out now.


Description:
Left message for Denny regarding Enrollment.


Description:
No new employees. May be interested in scheduling enrollment. James is out on vacation the Clinical Leader, Jeff Chandler is suppose to give me a call back.


Description:
Spoke with Amy. Scheduled enrollment @ Mt Airy office for July 23.  Emailed her flyer announcing visit. Since the contacts @ the W-S & G/boro offices are diff. ppl, she will check with them about good times.


Description:
Amy emailed that the G/boro office is willing to have us come out that same wk. Emailed her back possible time of July 24th @ 10 a.m.

Enrollment scheduled @ G/boro office; emailed flyer announcing visit to Marty Hipp, the office Mgr of the g/boro Office.


Description:
Tim is going to call and let us know when their next picnic is for us to come out to for an enrollment where we can set up and talk with the drivers.


Description:
Jordan & I set up upstairs in the cafeteria.


Description:
Emailed Bob w.r.t. appreciation for allowing Allegacy onsite.


Description:
Called for Sherry w.r.t. any response/feedback from employees on having us come out during the summer. Left her vm msg to call me back about same.


Description:
Will check with Pete, the Plant mgr to see when next he will have grp gatherings.
Dave doesn't think it would be very effective in the very least if we just put info in the breakroom-- the employees have a couple 10-15 breaks during their shifts & just roll on out to the smoke room during this. 

Asked me to call him back by next Friday (11th) to f/up. Marked calendar to do so.


Description:
Joy's out of the office. Left vm msg to verify whether she is still the contact person for the company.


Description:
Left msg with Tammy for David wrt scheduling getting together to discuss their enrolling.


Description:
Called for Holly; left her a vm to call me.


Description:
Marty's with a patient; left her a vm msg- were they finished with hiring plus scheduling visit soon. Last time we spoke was in Dec.


Description:
Phyllis has stepped out of the office. Left vm msg asking to call me soon.


Description:
Spoke with Bill-- they have already had an enrollment. Will ask Susan about this??


Description:
Left msg for Carol wrt possible enrollment/membership drive. Marked my calendar to f/up before end of next wk.


Description:
The 397-6009 # is Carrie Tuttle's #. Her vm indicated that she's the Asst. to Mktg & HR for Excel Imaging.
Left her a vm msg to call me soon.


Description:
They have open enrollment every 6 months-- the next one is this month.


Description:
Would like to do an enrollment closer to the fall.


Description:
Colleen is the new Director. Jill Tuttle is no longer employeed there. 

Enrollment scheduled for July 15, 2008 
9:30 a.m.

We will be setting up in there tv room, most employees will be there on this day.


Description:
Jean's in Wilmington, NC & will return on Monday 7th. Left her a vm msg.


Description:
Called to verify their W-S (mailing) address. Left Pam msg indicating such.


Description:
Met with Tom to discuss our pdts offerings. Requested 100 new mbr packets to send out to their employees. Promised to get these to him no later than next Wed.

Susan's (Simpson) putting these together but we will wait till June 30 for July's new rates (are included in member packets).

He expressed interest in Coop. payroll later on-- will mark calendar to f/up on this later on in the yr.


Description:
Spoke with Angie Russell. 

Enrollment scheduled for Thursday,  July 31, 2008 
1-2 p.m. - during their lunch hour we will be setting up in their training room. I have sent Angie a flyer to hang up to make employees aware we're coming out. 

She expects to have all 7 or 8 employees there that day. Angie is already a member but she wants to get her other employees involved with Allegacy.


Description:
Emailed him Smart Choice seminar listings. Also thanked him for mtg with me.

Will drop off 100 membership pkts today.


Description:
Donna sent email stating meeting will be 7/10/08 at 10:00am.


Description:
Met w/Donna Ball, Beth Dixon (HR Executive) and Kip Byrne (Senior Acct Mgr).  Very good meeting.  Interested in becoming a "business" partner.  They asked Kip to sit in because they would like to do more business with our mortgage department.  Will F/U with Karen Morgan.  Donna is already a member & mentioned that several employees asked about having a C U.  Will discuss w/ Dept Managers at their next meeting.  Will send add'l info.


Description:
Enrollment on 6/25:

2 new, 3 PD, 2 SmartRate switches.
Sue would like for us to check back in 6 months for another visit.


Description:
Called to verify Sue's email address. Emailed her thanks for setting up visit on 6/25.
She's out of the office till July 7th.


Description:
Call from Kristine Gregorek for 20 new membership packets. Promised to have them out to her before end of wk.


Description:
Set a tentative date with Ed for enrollment: July 27th (Sunday Morning) at 10:00 a.m. 

Will be calling him back to let him know exactly who will be there and more details.


Description:
Only 5 employees have accounts with Allegacy, they are not interested in doing enrollment.

At some they think it would be ok to send out new info, but think its unnecessary for us to actually come out.


Description:
Left message for Dennis regarding enrollment.


Description:
They have almost agreed on a time to hold the meeting. Tammy is going to call Kanta or myself as soon as they set a date, which should be sometime this month.


Description:
Left msg for Marie. She is out of the office until tomorrow. I will try her back tom.


Description:
called and left message for cynthia about enrollment. She was with a patient but should call me back sometime this week.


Description:
Susan suppose to be e-mailing me info from the old checks since they have switched band directors. I am suppose to be receiving the dates/numbers/amounts of the checks. Then I will direct her to Jeff so she can get helped out with the old checks.


Description:
MONTHLY PLAZA TABLE:
Spoke with mbr who took new mbr forms to open savings accts for each of his 3 kids. 2 RJR contractors stopped by with interest in joining, one is with Wackenhut. Informed them of the alternative avenues to joining- thru family mbr, etc.


Description:
Amy has been touch with their WS location-- their schedule is open during the week of July 21. Emailed her several dates during that wk for her WS counterpart to choose from.


Description:
Spoke with Brenda Mcnelly. She is interested in opening a student account for her daughter. She is going to check with the other employees who are interested and get back with me about a time for us to go for an enrollment.


Description:
Sent email w/info (Easiest Decision) to Tim.  Will F/U after the 4th.


Description:
Sam George called and we have played phone tag the last couple of days.  Left cell # for him to call me.


Description:
Spoke with Jackie-- reminded her to include notice of our July 18 visit in next paychecks. She will also mention the Chk+DD=$50 bus. Development promo.

Jackie is a mbr.


Description:
Onsite visit scheduled for July 10th from 2-3 pm. Flyer emailed to post.


Description:
Onsite visit to W-S location scheduled for July 22nd @ 1:30 p.m.
Emailed flyer announcing visit to Kathy.


Description:
Employees are so scattered theres no way to see them once they're hired. All they can do is give them the option of CU and direct depoist as they come through as a new hire. 

I have spoke with Rebecca James, I am going to send her new info and flyers that she can give the new hires.


Description:
Spoke with Konisa, the switchboard operator. She is unaware of any cu affiliation. Put me through to vm for Kim Valejos, HR Coordinator; left vm inquiring about affiliating with Allegacy.

Called Konisa back to get the spelling for Kim's last name. The HR Asst, Genesa Trougden was off the phone so I asked to be transferred to her. Got her vm though :(. Left her a vm msg with my contact info.


Description:
Sent cu affiliation inquiries through 'Contact' on the website to both the Charlotte & G/boro offices.


Description:
Genesa Trougden returned my call-- they are associated with Members.
Will mark as lost today


Description:
Office re-opening on July 7th. Closed for holiday week.


Description:
Spoke with Debbie, Kanta was out for an enrollment 6/4. They are satisfied as of now.


Description:
left message for Natalie about enrollment.


Description:
NOT INTERESTED in enrollment. 

Returned my call. Satisfied, doesn't new any new info or supplies.


Description:
Tried to reach Kathryn. Line was busy for a good while. Will try her back.


Description:
Left message for Dan with Scott to call me back concerning an enrollment.


Description:
Richard contacted me back and told me to speak with Angela about enrollments. So I will give her a call.


Description:
Left a message for Troy reguarding an enrollment.


Description:
Left VM for Charles reguarding summer enrollment.


Description:
The greensboro subsidiary is named 'Linnemann USA Inc'. Updated records to show this.


Description:
Called for Randy w.r.t. the affiliation paperwork-- he said that he emailed them to us within a wk of our June 2 mtg.
Emailed him the paperwork again. Offered to collect when they are completed. Will work on it tomorrow-- he's about to head out of the office for the day.


Description:
RALEIGH:
Delayne Dean invited us out to their staff luncheon on July 11 @ noon. @ least 30 ppl will be in attendance. 919-755-8155


Description:
Noticed the building while in Kernersville recently. 
Called-- Trina directed me to Linda Cline who handles the HR & benefits for the employees. Left her vm to call me.


Description:
Charles returned my call. He is going to let me know when they have a sales meeting. That we can come out and speak with many employees at once.


Description:
Theresa's in & out of a mtg now; will call me next wk.


Description:
Indicated on vm msg coming out to visit with them soon.


Description:
Melissa Silverman-Connolly is no longer employed here. Cindy Hobby is the new administrator; updated contact info. Not in office now, expected to be back by 1pm today.


Description:
Linda Cline left me a vm msg.
Called her back-- as they are such a small group, Linda doesn’t believe that it would be suitable to offer Allegacy to their employees.
Will mark as LOST.


Description:
Jordan & I set up in the conference room near the front entrance. Although the receptionist reminded each employee that we were there as they came to collect their cheques, no one came by -- Michelle & I attributed this to the start of the 4th holiday wknd & direct deposited cheques.


Description:
Emailed Michelle thanks for scheduling us to come out to visit.


Description:
Left VM with Linda Porter. She will be out of the office until July 14th.


Description:
Spoke with Natalie, will not set date for benefit fair until late October. She may set it for Halloween Day-- on a Friday. 

Kanta and I won't be here at that time, so I gave her Jenn's contact information. She def wants us to set-up a booth at the fair.


Description:
Theresa called & left me a vm indicating that she will be out of the office July 8-11, but is looking at having us do their initial enrollment visit during the wk of July 14th.

7/7: Called her  but she wasn't @ her desk; left msg indicating which dates are available that wk.


Description:
Kit Broadhurst is no longer employed with them. The receptionist transferred me to the vm of Lisa (Reeves ??) in the HR dept. Left her a msg wrt to who's her replacement.


Description:
Jodey will have to run the scheduling of a visit possibly late Aug/early September by the controller. Asked that I email her late Aug. to remind her or see how far along they've gotten.
Marked my calendar to f/up.


Description:
Spoke with Dan, recently join CU and satisfied.


Description:
Left msg with Angela about scheduling an enrollment.


Description:
Called the Raleigh location to figure out the contact to Kathryn Steelman's direct.


Description:
Sending Angela new info. General packets of info.


Description:
Enrollment scheduled: Wednesday: July 9, 2008 
2:00 p.m.


Description:
Kathy's busy with payroll right now plus her boss is going out of town soon. Asked to be called back on Wednesday. Will mark calendar to f/up.


Description:
Scheduled onsite visit for 6/25 from 11-12.


Description:
Not interested in enrollment at this time. Satisfyed with everything currently. Doesn't need any new info. No new employees.


Description:
6/25: Jordan & I visited-- Joey had to be at their other inn dealing with getting the b/fast room up & running. The front desk agent was really new to the job (4 days)- even though she & her husband currently use SECU & Truliant, still took info. on Allegacy. 

Also spoke to the Asst. Mgr.; aside from those two, no interest from employees. Left popcorn, mortgage info , m/kits & pens with them.
I noticed that quite a few of the staff are Hispanic.


Description:
Called for Joey- wanted to thank him for allowing us onsite. He's had 2 staff mbrs ask about Smart Rate; he too, is interested-- explained the account's details & switched his checking to S.Rate. 
Now that he understands about SR, he said that he can explain it to the asst. Mgr; I also mentioned that she can call me with ques.

Amanda Sattler, Asst Mgr banks with Wachovia & lives in Walkertown.


Description:
Sharon Taylor in the business office may be the contact person wrt to hr & benefits. She's out today, left her vm msg indicating Allegacy's interest in affiliating with Entercom.


Description:
Mary transferred me to Janet Gould in HR. Got her vm; left her msg asking her to call me.


Description:
Wanda Rivera faxed in her m/ship app for a savings & SmartRate checking w/OD.
Called her to get her & husband's social sec. #s as she omitted them from appl. Need to remind her of DD or PD??


Description:
Spoke with Debbie Jackson-- she & the owner, Barry Crews are the ones who handle HR/benefits for the employees. She's busy with fiscal year closings now; also unsure of when the CPA is coming. 
Asked me to email her info-emailed her 'At Work' leaflet. I mentioned that I will be in Greensboro on July 24, if she would like to meet. Asked to be called back on the 21st to check availability for mtg on 24th.

Marked my calendar to F/up then.


Description:
Spoke to Katherine @ W-S office. Their HR  benefits are handled out of their corporate office in Wilson, NC, (252) 243-7808. Marilyn Wall is the HR contact. Left vm msg for her.

Saw in reference USA that 70 employees in W-Salem & 112 in G'boro.


Description:
Spoke with Anne Mabe about enrollment. We usually attend their fairs, and there is not one scheduled at this time due to a recent one being held. Chris Halterman (lady) is whom to speak with regarding attendance at benefit fairs.


Description:
Receptionist transferred me to Susan Crowder, HR & Finance Asst.
Left her a vm msg to call me.


Description:
Call from Janet--Innisbrook Wraps is a division of Shamrock Corp- the latter has approx. 180 empl. They offer Summit CU but will look into Allegacy. 

Emailed @ work leaflet & wireless banking promo ($500 visa g/card).


Description:
Esther & the owner handle the benefits for empl. No cu affiliation presently. Asked to be emailed info-- emailed her @ work leaflet & wireless banking promo ($500 visa g/card).


Description:
Jeff called - initial visit rescheduled for Aug 28th  @ 2 pm during their employee mtg.

Emailed him revised flyer for posting.


Description:
Called Pam Reynolds to confirm visit, with pizza. OK


Description:
Spoke w/Delayne-- her # is (919) 755-8155. Raleigh office. She will be out of the office this Friday.
Come to the receptionist desk on the 21st floor, phone # is (919) 755-2100;  ask for either Angela or Julia, # (919) 755-8127.

Directions to the bldg & instructions for parking can be found on the website, www.wcsr.com


Description:
Called and spoke w/ Lynne and she said that Mr. Welch is still interested in offering AFCU, but he still has not mentioned getting a appt set.  She said that she would let him know that I have called AGAIN.  Hopefully soon.


Description:
Jordan & I met with 4 of the employees. Brenda took 2 appl. for her 15 & 17 yr old girls. The other 3 will be faxing in their appl.


Description:
Called to f/up on status of affiliation p/work. Randy's not in, left vm msg.


Description:
Followed up on lead Julie George had originally given me back in May.  Met Sheila Jones at the Joel Annex during an expo.  Gave me Rita Bowman as a contact.  Followed up with her and Sherry Vernon (JBA) today.  Sherry advised I should F/U w/Ron Pardue as he is the decision maker.  Rita forwarded my email w/information to Ron.


Description:
Sent Jeff some new info. General info and smartrate checking info.


Description:
Received 2 sets of new member appls by fax:
2 New, 2 Chk, 2 DD, 1 OD. Took down to contact ctr to be opened. Called to let them know faxes were received.


Description:
Received final revisions on employee manuals from her father. He & the president went up to Iowa this wk; their main customer is in Iowa & the recent floods affected them. Waiting for any new changes when they return. 
Call Holly back next Thursday, 7/17.


Description:
Spoke with Joy-- she's still the contact person for Oracle. The only upcoming mtg they have scheduled won't be a good time for us to visit during. Will check with the grp to see if & when will be a time for us to come out & set up.
Mentioned that they don't normally allow vendors to come onsite, but b/c they used to be with RJR, they do this for Allegacy.

Promised to f/up with her by next Mon, 7/14.


Description:
Spoke with Alison-- turned down (nicely) a visit from us for this year. Asked me to mail her 3 new mbr kits.
Mailed 7/10 with a wireless banking $500 VISA g/card promo.


Description:
Left msg for Wanda regarding enrollment.


Description:
F/U email to Donna. Look to plan lunch w/their folks & Karen Morgan.


Description:
Jordan, Ingrid & I set up in the atrium dining room.
Verna opened a m/ship with DD in Chkn.

Gave her $15 target g/card.


Description:
Sent email to Samantha to request meeting.


Description:
Jordan & I set up in the Gramercy conf. room- handed out 10 member packets.
2 New, 1 PD, I Chk, 1 OD
Stephanie, the rep, joined the cu last Thursday, 7/3--remarked that it was easy to sign up.
Awarded her $15 g/card from target to say 'Thanks, from Alleg.'


Description:
Followed up on getting together to discuss affiliation.


Description:
Spoke with Wanda, sending her some new info. She had some of the old packets left, so I'm sending new ones.


Description:
Spoke with Rita Curley, she had left me a message reguarding the enrollment scheduled for July 24, 2008. She wanted to cancel the enrollment due to a memo she received regarding payroll deduction.
 Their payroll will no longer be processed with Allegacy, so she didn't see a need for us to come out. I asked her if the employees would remain members with Allegacy and if some would still be interested in us coming out-- just as an option to the employees. She was not interested. 
Cancelled enrollment for 7/24/08.


Description:
Theresa called; she asked me to come to her office on Wed 16th @ 10:30 a.m. to see about scheduling. They have @ least 4 different work crews/shifts.


Description:
LMTC w/ Rhonda about scheduling initial enrollment.

8/13/ called to Rhonda- receptionist said she was on vacation.


Description:
F/up call to Elaine. Left vm msg to call me.


Description:
Call for Ted-- would they be interested in a visit from Allegacy soon, esp. w.r.t. our new promotions?


Description:
Debra just stepped out for 15 mins. Will attempt to reach her before noon today wrt enrollment need.


Description:
Anita Benjamin is the HR Mgr. Her vm indicated that she will be out of office till tomorrow. Left vm msg mentioning benefit offerings. Will f/up on Thurs, if no word by then.


Description:
Left vm msg for Sherry asking to call me.


Description:
Emailed Verna thanks for inviting Allegacy out for their payday.


Description:
Emailed Dennis thanks for inviting us out to their office for initial visit.


Description:
Spoke with Sean about offering cu m/ship to his employees. He is interested & asked me to email info on same.
He will be out of office for the rest of this wk; promised to f/up with him early next wk. Marked calendar to do so.


Description:
Carol's not in this week. Will mark my calendar to call by next wk Thursday.


Description:
Leigh is busy with a family now & Mindy is with the carpet installer. Got Mindy's email from operator.
Emailed Mindy about their possible interest in offering employees m/ship in Allegacy.


Description:
The operator informed me that the corporate offices in Charlotte handle hr/benefits. She didn't know the name of the person.


Description:
The operator @ the Greensboro office informed me that the corporate offices in Charlotte handle hr/benefits. She didn't know the name of the person.

Spoke with Kelly @ the Jeff Adams location-- Tracy Vogle @ the main office handles HR. Her # is (704) 588-1240, ext 2012.

Called Nations Ford office #; left a msg on Tracy's vm asking her to call me.


Description:
Left vm msg for Sharon wrt offering Allegacy membership to employees.


Description:
Spoke with Jane. They aren't affiliated with any cu or bank, but she doesn’t think that they would be interested in doing so for their employees. Will mark as lost.

The various locations are separate with diff. contact people.


Description:
Spotted a vehicle. Comfort Keepers branches in Charlote, Concord, Greensboro, Salisbury, W-S.


Description:
Spoke with Jennifer-- Andy Cooper handles HR at WS location. Best time to call is late afternoons, after 3 p.m.


Description:
Spoke with Susan Crowder. She said that they are already affiliated with us plus Truliant.
May be under 'Partnership for a Drug-Free Carolinas'??


Description:
Checked through SEG mgr & the hard copy files in workroom. Not finding info to support already being a SEG. Will ask Belinda about this.


Description:
Emailed Andy about offering the WS employees m/ship with Allegacy.
Msg came back indicating 'this address no longer accepts mail or is deactivated'.

Called back verify if the email address given for Andy is correct.


Description:
Attempted to contact Marilyn again.
She shared that they have 18 multiple locations throughout NC & SC ( I counted 28-30 locations in Reference USA)-- would translate to having/offering different credit unions for the diff. locations. => indicated that would be really time consuming & tricky to personalize the benefit offerings handout for each of their locations.


They do however, offer Direct Deposit.


Description:
Spoke with Gina, everyone is satisfied, no new employees. May be interested in new information/enrollment at a later date. All employees up to date are with Allegacy and satisfied.


Description:
Spoke with Mike Hayes. Says Shannon has called in new packets/enrollment forms. He was not sure that they ever got those so I am mailing 25 new packets. I will include some business cards of Jen's or Kanta's, they didn't have a contact for us.


Description:
Spoke with Cheryl, not interested in an enrollment until late August maybe even early September.


Description:
Spoke with Bert. Set up enrollment August 6th @ 9 a.m. 

We will do a short presentation before they begin their staff meeting that morning. 

Staff meetings are always Wednesday mornings.


Description:
Spoke with Kay, Shirley is no longer with Brookview. Kay is going to ask around because they are a very small office to see if the employees would be interested in setting up a time to meet with us. She told me she would get back to me by tomorrow sometime.


Description:
Called and LMTC w/ Pat about the new name, and the purchase.  Also told her that we have rcvd several employees in North Paterson FC talking about payroll and that BB&T have been in there.  Asked if we were able to do the same.

Followed us 2 more times and still not return phone call.


Description:
7/14: Sherry left me a vm msg.

7/15:  She has a sign up in the breakroom about Allegacy & those who are interested in joining should see her. Otherwise, no expressed interest from the employees for a visit this year.

Have about 15-18 Hispanic employees. Promised to email her some info/flyer for these employees.


Description:
Spoke with Anita Cox, she is satisfied with her service with us, but said the employees don't really show much interest they are out in the field everyday. 

They do hold quarterly meetings that we could come to and answer any question and have a short meeting with them. She is not sure when the next one will be but they will try and let us know before hand. They have around 45 to 50 employees now, and they are completely separate from Davie Conco Construction.


Description:
I tlakd with Jodi about credit union affiliation and also about payroll services. I called Susan Bleckley and asked her to follow up with her. I sent affiliaiton paperwork to her.


Description:
Called Michelle to verify this Thursday's visit. Still on.


Description:
Called Michelle to confirm upcoming visit for this Thursday.


Description:
Left voicemail message for Bob to follow up on affiliation.


Description:
Left Becky a message, just checking up to see if they needed any new material or had any questions.


Description:
7/2: Noticed the W-S office while out.
Company has 4 locations in NC- High Pt, W-S, G/boro & Wilson.


Description:
Left msg with Linsday to see if we could mail her any new membership kits or info.


Description:
Brenda will be back in office tomorrow. Left her vm msg about offering Alleg to their employees.


Description:
Becky returned my call. They are all stocked up on membership kits and everything they need. Currently satisfied.


Description:
Jim is busy with a client now. Left msg with Christina  to have him call me back; he doesn't have vm capabilities.


Description:
left message for donna regarding cu affilation.


Description:
Cindy's not in her office, but is in the building. Left her msg to call.


Description:
Spoke w/ Sharon and scheduled an appt on 07-28 @ 10:00 to discuss CU affilation.


Description:
Kathy's not in @ the moment & the receptionist didn’t know whether she will be out for the remainder of the day or just lunch. 
Left Kathy a vm about whether they were still interested in Alleg Srvcs, based on her convo with Paul in Jan '08. Promised to f/up before the end of this wk.


Description:
Left message with Barry's secretary, he was in a meeting.


Description:
LMTC for Robbie about scheduling an appt for Credit Union affiliation


Description:
Called to speak to Bridgette about CU affiliation and she is on maternity leave.  Her Vm stated to contact Gretchen Sloan.  Called Gretchen and LMTC.


Description:
Spoke w/ Brenda and she stated that ALL decisions are made through corporate which is located in Columbia.  She is not interested!


Description:
Left message with Melinda to return my call. She was out of the office for the day.


Description:
Spoke w/ receptionist about who I needed to talk to about CU Affiliation.  She said that I would need to talk to the corp office, and they are located in Cali.  I will mark as LOST


Description:
Left message for Meredith Sapp to return my call about CU affilation.


Description:
RCVD call back stating that they are already w/ a CU.


Description:
Left a message with Dana reguarding CU affilation.


Description:
Spoke with Gloria Kiger, she is not able to make any decisions about who the company is affilated with. She did me an e-mail: lynn@bradfordvillage.org

We can send an e-mail to her manager and they could present it to try and get some CU affilation approved.


Description:
Leigh no longer works for the company.  They referred me to 704-986-3110.  They referred me to Suzanne.  LMTC about CU affiliation.


Description:
Left msg with Margarete to return my call following up CU affiliation.


Description:
Spoke w/ Mark and he said that things are CRAZY right now, and he asked it I would contact him back in Sept, it sounds like something that he would be interested in.


Description:
Left msg with Jack reguarding CU affiliation.


Description:
RCVD a call back from Suzanne, and she stated that, that is not something that they are interested in.


Description:
Donna is out of office until July 18th. Left message with her to call me back when she gets back in the office.


Description:
No answer, it just keeps saying that no one is available to answer the phone at this time.


Description:
First part of the year they are now affiliated with Southern Community. Bonnie wants us to give them a call back the first of next year after they have been with Southern Community to see if things with SC are satisfying or not.


Description:
Spoke with Angel--- Katie Davidson is no longer with the company. Jennifer Kennerly handles hr & benefits, but is currently out of office on vacation; will return on Monday. 
Wasn't able to leave her a vm msg, phone kept ringing.


Description:
Call back in Sept once moved into new building.


Description:
Not interested at this time with affiliating with CU.


Description:
Spoke with Andrea, Maria Morrison is no longer working there. She is now the primary HR contact.


Description:
Left message with Doug to return my call reguarding CU affiliation.


Description:
Left message for Pierce Clarkson-- Jim Clarkson retired, Pirece is Jim's son.


Description:
Left message for Lori Everly to return my call.


Description:
Left message for Tommy to give me a call back. He was on Vacation until next week.


Description:
Found another number on Reference USA, 316-0065. Got Mr. Sawafta's vm, left him a msg to call me.


Description:
Kerry called me back, the CU sounds of interest to him for his employees. I am sending him information of the new sales kit. He is suppose to call me back tomorrow.


Description:
Left message with Bill reguarding CU affiliation.


Description:
Reference USA listed the company under STV/ Ralph Whitehead Associates Inc.
Sandra wasn't in office; left her msg asking to call me.


Description:
Mailed 19 Allegacy buckslips/ paycheck stuffers to Sherry for distribution to Hispanic employees. Emailed Parkway Plaza feat. Lila (Canon) for posting.


Description:
Rcvd a call back from Toy, and she is not interested.  I will mark lost.


Description:
Talked with Kelly-- they are in inventory until the 27th. She has to run everything through corporate first, because they are such a large company and all over the world. She is DEF going to try to become affiliated after inventory when she can get time in to talk with the manager there and they can relay to corporate. 

Check back around first of August.


Description:
Doug is interested CU affiliation. I am sending him the information. He is going to get back with me as soon as he looks over it.


Description:
left message with Kathleen to return my call


Description:
Left message for Yvonne to return my call.


Description:
Left message with Gina to return my call.


Description:
Spoke with Shanna Phelps, she is new to the HR position, but def though CU affiliation would be a good benefit for the employees. I am sending her some information so that she can pass it on to the manager. She will get back with me to follow up.


Description:
LMTC for Debra regarding CU affiliation.


Description:
NOT interested. The decision was not to be affiliated with CU at all.


Description:
Left message with Janet reguarding CU affiliation.


Description:
LMTC on company answering machine about CU affilaition.


Description:
Left message for Michelle to reutrn my call.


Description:
Lynn is out of the office until Thursday working in their Atlanta office. Left a VM for her to return my call when she returns Thursday. 



Oscar Romeriz another contact other than Lynn.


Description:
Not Interested. They have strong banking relationship already established.


Description:
LMTC w/ Karen she is now the person that we would need to speak with.  About CU affiliation.


Description:
Called and spoke w/ Jessie, and she said that this is something that they as upper level does not want to persue any longer, they are just not interested.


Description:
Left message for Sharon to return my call.


Description:
Left message for Mary Allred to give me a call back.


Description:
Left message for Alesia to return my call.


Description:
Barbara was out of the office, I left a Vm for her to call me back.


Description:
Left message with Mindy. She was in a meeting but suppose to call me back when out.


Description:
Called and left message. No primary contact as well as no business answering machine.


Description:
Left VM with Jeanette, she was at lunch.


Description:
Left message with Julie at Corporate office about CU affiliation for the WS location employees of ADT.


Description:
Met with Theresa, took some popcorn & a red mug for me.
We discussed putting buckslips in the employees' pay envelopes to inform them of new benefit - this is the most effective way, better than just setting up in a break room. Have 6 diff. shifts/work crews:  
6am-2pm, 8am-4pm, 7am-3pm, 3pm-11am, 11pm-7am, & 12 hr weekend shift.
All-employee meeting is coming up soon-- held @ different times over 2-3 days.
We are prob. looking at initial enrollment in Sept.


Description:
Msg left on my vm: Kerry did get the attachment incl. in the email sent by Jordan yesterday.


Description:
Spoke with Holly-- the president is out of town till next Monday; the policy manual is finished but still has get the final read-thru from him.
Holly will call me when all is ready.


Description:
Jordan & I visited-- Colleen, the director took p/work to open Srate checking. Arlene, the assistant director who is new to the position (less than 2 months) took new mbr kit . Gave out 2 new membr kits in total.
They will fax in forms.
Gave Colleen $15 target g/card.


Description:
Colleen faxed in her p/work to open Smart Rate chk. Took paperwork down to contact ctr.

Called her & walked her through signing up for webbanking.


Description:
Called and they are currently with Truliant.


Description:
Bermuda Run called and canceled due to training a new receptionist.  

Rescheduled to Aug 5 @ 1:30.


Description:
VM indicated that the HR office is closed till July 21st. Will call again next wk.


Description:
Joy's vm indicated that she's out of office; left her a msg to call me.


Description:
Jean's out of office till July 21st. Left her a msg to call me.


Description:
Dave's on vacation today & tomorrow. Left him msg to call me.


Description:
Tony called to confirm Monday 21st visit, with a time period from 11am-1:45 pm. Emailed him flyer so that he can send an internal email to the employees within the building.

He will out of the office tomorrow- taking his kids to Myrtle Beach, he has 2 girls.


Description:
Cindy's busy with a client now. Left her vm asking to call me.


Description:
Pam's busy now. Will try her again next week.


Description:
Left vm msg for Travis asking to call me.


Description:
Their open enrollment is actually still going on, as they are 2 wks behind. She has sufficient member packets for now, otherwise no interest from employees @ this time.


Description:
Shelly Beard, HR Asst called. Mailed her 100 new membership packets. Still no replacement for Kit Broadhurst; emailed Shelly my contact info & reminder for possible visit from Allegacy. She is going to check with her supervisor/relay msg about scheduling enrollment & get back to us. If no word back by end of July, will mark calendar to f/up early Aug.

ShELLY'S EMAIL:  shelly.beard@hospicecarecenter.org


Description:
Kathy's not in @ the moment; left msg asking to call me.


Description:
Mailed 170 buckslips, 50  (non-medical) Alleg. @ Work leaflets & a bag of badge pulls to Theresa.


Description:
Emailed Theresa thanks for meeting with me yesterday.


Description:
I called Michael to followup on the seminar series. Cathy sent to him the top 10 items for smeinars in a creative theme. I also wanted to check with him about a rotation of speakers for the seminars.


Description:
Their guys won't be able to make it back from Fayetteville in time. Additionally, they are working with a contractor who's requiring them to work 5 days a wk now. She will have to get back to us for when to reschedule.
Emailed her mine & Jennifer's contact info.


Description:
Their guys won't be able to make it back from Fayetteville in time. Additionally, they are working with a contractor who's requring them to work 5 days a wk now. She will have to get back to us for when to reschedule.

Emailed her mine & Jennifer's contact info.


Description:
Spoke with Carolyn Wilson ----
Katie Merrell's gone back to school so she is PT (for) now. Could contact Dana Bryson, (ext. 20) Operating Mgr in the meantime about scheduling visits. 
Mary Stratton (ext 24) & Carolyn Wilson are the accountants.


Description:
Spoke with Carolyn Wilson-----
Katie Merrell's gone back to school so she is PT (for) now. Could contact Dana Bryson, (ext. 20) Operating Mgr in the meantime about scheduling visits. 
Mary Stratton (ext 24) & Carolyn Wilson are the accountants.


Description:
Spoke with Carolyn ------
Katie Merrell's gone back to school so she is PT (for) now. Could contact Dana Bryson, (ext. 20) Operating Mgr in the meantime about scheduling visits. 
Mary Stratton (ext 24) & Carolyn Wilson are the accountants.


Description:
To schedule for each of their locations, we need to contact the mgrs themselves. Mary gave us the go ahead to do so.


Description:
Tracey's in between depts for the next 3-4 wks. It's kinda tricky getting all the employees together for the same time-- the housekeepers leave as soon as they finish their rooms plus the shifts change.
Suggested I bring by some info for them for 12 ppl. Will drop off either today or tomorrow.


Description:
Mindy's in a mtg @ moment. Left msg with Latisha- could we schedule a mtg for tomorrow if she has some time?


Description:
For now, they are pretty satisfied with the CU they use, but she will hang on to our info.
Same goes for Shamrock Corp.


Description:
For now, they are pretty satisfied with the CU they use, but she will hang on to our info.
Same goes for Innisbrook Wraps.


Description:
Brooke's in the office but unavailable @ the moment. Left msg with the operator for Brooke-- called to f/up on offering membership to employees in Charlotte.


Description:
Spoke w/ Richard and she said that he would like some information on the CU.  Mailed info today. He said that he would check around and see if there is interest, and then contact corporate if there is enough interest.


Description:
I met with Nancy Jones and took her to lunch. We talked about the history of the credit union, what we could do as a benefit for the employees and the difference between a credit union and a bank. She has two grandaughters. She has been with the company for 18 years. She wants to look at placing an atm at hosptial. Open to us coming to employee benefti fair in october.


Description:
Kathy's busy now, asked me to call her back Monday afternoon. Marked my calendar.


Description:
Spoke with Kathy-- right now, all but 2 of the employees are out of town on a job now and will be for at least a month. Agreed to give f/up by 3rd wk of August.


Description:
Followed with Debbie on email about affiliation & possibly meeting to discuss this on the 24th. 
She showed our information to their president who, @ this time, is not interested. Check back in about a year, keep them in mind.


Description:
Spoke with Esther-- @ this time, they are not interested.


Description:
Spoke with Elaine-- they are halfway through their summer finance sessions for the employees now & they are interested in having us coming out for a couple of the investment/financial planning seminars to wrap up prob by the end of August/ early Sept. Give her a call back 3rd wk of August. Marked my calendar.


Description:
approved by board 9 employees and 400 members.


Description:
Spoke with Margarete in Wilson. They are actually dealing with a broker from American Benefits Group about cu affiliation for all their locations in Kentucky,  NC &  VA. They are going to be offeirng employees Sharonview Federal Credit Union.
Will mark as LOST.


Description:
In reference to Tommy's reply, will mark as lost.


Description:
As of 6/27, Carolyn Wilson is no longer employed here.


Description:
SCHOOL OF MEDICINE PA ORIENTATION:

Sam Critz, Joe Kelly & I attended. Held a door prize drawing for Alleg tote bag (inc. p/folio, sports bottle). The winner, who's not a mbr, was interested in mutual funds- Sam answered her ques, plus gave her new mbr pkt with S.Rate info.
More new mbr kits were handed out, ques. Answered & Srate & Baptist FC promoted.


Description:
Melanee Sink is no longer employed.  Sandy Norwood is office manager.  L/M with recpt to return call.


Description:
Sean's not in office @ the moment-- left msg to call me with Tina about f/up on July 14th email & convo.


Description:
Margie is the person who handles hr & benefits. Now is not a good time as they are really busy. Asked me to check back with her Winter 2008. Will mark calendar.


Description:
Spoke with Sherrie-- no existing cu affiliation. Corporate office out of Des Plains, Illinois handles hr benefits.
Contact Mike Hefner, 847-390-6200.

Called Mike about offering the employees in K/ville location membership in Allegacy. He's not interested. Will mark as LOST.


Description:
Spoke with Theo-- they don't have a CU. Corporate office out of Minnesota handles benefits. 651-686-1600


Description:
LMTC to let Regina know that she had been approved at last months board meeting and schedule an enrollment.


Description:
LMTC w/ Heather about Benefit Fair.  Told her we would love to come out.  It is scheduled for Oct 16th from 10-3


Description:
Spoke w/ Sharon about scheduling an enrollment, and said that she will check with AL but she does not feel that there is any need.


Description:
Spoke w/ Leah and she is going to call me back.  She wants to chech w/ princpal but she is looking at the week of Aug 11-15th.


Description:
Spoke w/ Tricia about scheduling an enrollment she is going to chat w/ the other mgrs and let me know.


Description:
LMTC w/ Liz about scheduling an enrollment


Description:
Called to f/up with Johnna.  She will be on vacation the entire next wk, plus they are making changes to the employee schedules. Asked to be called back August 5th or 6th. Marked my calendar.
They have 100 employees.


Description:
Cold call @ Advance location-- Keisha, the Asst. Director, directed me to Johnna's office @ 3565 Spangeburg Ave (Clemmons). --this address (Spangeburg) houses offices for A Child's World, R.A.  Hewitt Building Co. & Jenn''s Walk of Hope
N.B.--> there's a cash points machine in the complex with the Advance location.

Johnna asked me to call her later on today about setting up a mtg to discuss offering Allegacy to daycare employees.


Description:
Attempted to f/up with Johnna; left vm msg on her cell to call me.


Description:
Intial enrollment visit scheduled for Wed 30th July @ 1:30 pm


Description:
Left msg on Jennifer's cell to call me wrt scheduling a time for us to come out for the employees.


Description:
Noticed the compound on my way back from Mt. Airy today, right off exit 123.

Spoke with Ruth Mc Candless-- they are owned by Autumn Corporation out of Rocky Mount, NC. Asked to be sent info, I suggested that I could meet with her tomorrow @ 2 p.m.


Description:
Spotted a company vehicle. 
Chris answered the phone-- she shared that they have 3 banks for the employees: BB&T, Wachovia & Southern Community & doesn’t believe that they would be interested in adding a cu.
Will mark as LOST.


Description:
Tina doesn't think that Sean will be in the office until early next wk.


Description:
RCVD a phone call from Tim and the cookout is scheduled for Aug 1st at 11:00.  Kanta will be attending.


Description:
Lunch & learn.  McAllister's Deli.  Discussed SmartRate Checking & equity primarily.


Description:
Kim called me about opening up a business account for Temporary Resources.


Description:
Vm msg from Alyssa -- she's experiencing some issues but didn’t clarify as to what exactly on her vm msg.

7/25:  Returned Alyssa's call; left her a vm msg since she stepped out the office.


Description:
Emailed Amy 'Thank You' on behalf of Alleg for inviting us out to the W-S, Greensboro & Mt. Airy offices last week.
Also emailed Marty @ G/boro & Kathy @ W-S offices.


Description:
Theresa emailed me -- they distributed the communication flyers (buckslips) to employees today along with the badge holders. As she was short by approximately 25 ID pulls, asked for some more to be sent.

7/28; Mailed ID pulls to Theresa.


Description:
MT AIRY:
3 New, 1 chk, 2 PD, 1 DD. $50 promo from Bus. Development (Chk+ DD) awarded to new mbr. Becky voiced her satisfaction with our Web Deposit feature/service.

Amy's interested in  1) fixing her mortgage rate, as she currently has an adjustable, 2) personal loan for consolidating her 2 credit cards-- one's a dept store card. Gave her $25 target g/card for her assistance in scheduling for the WS, G/boro & main offices in Mt. Airy.


Description:
Met with Ruth to offer cu affiliation to the employees. Gave her a red mug. A good number of their employees travel from Mt. Airy-- she was concerned about available facilities & free checking.
I also met Margaret Schlodfeldt, Admissions Director for the facility.
The closest (village care/autumn corp.) location is in Mocksville.
The end of the month is busy time for them, with payroll. Payroll is done inhouse.

Agreed to check back with her 2nd wk of August about affiliation.


Description:
Call from Kerry Kelly--faxed in paperwork for a new m/ship with PD. She's looking into buying a Honda Civic thru' CUABS; put her onto Connie Shoaf.
Took paperwork down to Dianne in C. Ctr.


Description:
W-S:
Presented to 9 people, incl. Kathy, the WS rep. 2 of them are mbrs-- addressed their questions. The other 7 didn't show immediate interest. Held drawing for travel mug. Gave out 3 new mbr packets.


Description:
GREENSBORO:
Saw 8 employees in total, each getting a new mbr packet. Left 8 more with Cindy Phillips, the receptionist. 1 New, 1 PD.

Marty had to leave suddenly, 5 mins before we got there; we did however meet her yesterday @ the Mtt. Airy offices.
1 woman interested in CD rates mentioned that she got a much better rate (4.25%) from a local bank.


Description:
Took business acct packet by the office for Kim.


Description:
Left vm msg -- inquired whether he got the pkg I left for him with Andrea, on 7/18?


Description:
Cold call. Stopped by-- David's wasn't in. Left note to call me with Andrea Hall. According to Andrea, the employees aren’t presently offered cu m/ship. She's an Allegacy member though. The employees are offered a discount on Sam's Club m/ship.


Description:
Jordan & I conducted initial enrollment visit: gave presentation with $15 target g/card giveaway.
B/c most of the employees are college students, I promoted SmartRate checking, CUABS, Student loans & s/ships, Chk+DD= $50 promo & locations in the presentation.

There are 4 partners: Joe Clontz, Fred, Ed; the 4th co-owner is out of Indianapolis. None of them are Alleg mbrs; Ed is interested though but needs to think about it.


Description:
Emailed Ed & Joe our thanks for inviting us out during their staff mtg.


Description:
Lynn's on vacation till Monday; doesn’t have vm.


Description:
Spoke with Lynn-- they don’t have any cu affiliation & they don’t do direct deposit.
She has encouraged the employees to set up automatic drafts, at the very least, but none has ever shown interest in doing so.
Lynn doesn’t think that the employees would utilize the CU services if offered to them.
Will mark as LOST.


Description:
Spoke with Lynn Johnson @ Bradford Vllge West -- they don’t have any cu affiliation & they don’t do direct deposit.
She has encouraged the employees to set up automatic drafts, at the very least, but none has ever shown interest in doing so.
Lynn doesn’t think that the employees would utilize the CU services if offered to them.
Will mark as LOST.


Description:
Dropped off member pkts to Tracey as discussed.


Description:
Went to appt, and talked about CU affilaition.  Sharon was very excited.  Hope to receive paperwork.  Emailed paperwork as well.


Description:
Angie Russell called-- changed time of visit to 1:30 p.m.; will be during their lunch hour.


Description:
Spoke with Vonda Marlow--
They now operate under the name, ALLERGY PARTNERS OF THE PIEDMONT.
They will be having a staff mtg on Aug 13 @ 12:30 p.m. Scheduled enrollment during that time. All employees from the 3 offices (N. Wilkesboro, K'ville & W-S) will be there.
Vonda has been a mbr for about 2 months.


Description:
Called Dan to confirm their enrollment visit for today. Will unfortunately have to reschedule visit for another day, prob next wk.


Description:
AIG Seminar on 'The Fundamentals of Investing'  scheduled for Tuesday 15th Aug. from noon -1:15 pm. Mark suggested that we order pizza from Little Italy pizza place in Rural Hall. -- 4 pizza max. Chris Austin will be conducting the seminar.


Description:
Emailed AIG seminar flyer for August 5 to Mark & Chris Austin. Will be in Filligent's break room.


Description:
Spoke with Darlene: they have been busy with the merger into Anodyne Health, but she's stil interested in offering Allegacy to the employees. Asked me to mail her some info; I suggested that I can email it if she prefers this avenue. Promised to f/up with her in a couple of wks.

Emailed Darlene.


Description:
Name change lltr dated April 8, 2008.

Graham & Boles Properties now officially changed in SEG mgr.


Description:
Name change letter approved by the board.


Description:
Email sent to Darlene came back as undeliverable. Called to verify email address.
Resent email today about offering cu m/ship..


Description:
Will mark as lost.  Has 30 EEs currently.


Description:
Leah's off today & doesn’t have vm. Will call again tomorrow wrt enrollment.


Description:
Leah is still waiting to find out the date their health insurance agent is coming out. She will call me early next week.


Description:
Emailed flyer announcing visit to Vonda. Also emailed Belinda's info for the name change letter which I explained to Vonda.


Description:
Sean's out on a service call. Left msg with Tina for him to call me-- doesn't have vm.


Description:
Still 4 employees only. They are all mbrs & are satisfied with their present services. No need to send info or visit this year.

Carolina Int'l Storage (now called Jacobson Wharehouse) used to be their sister company when they were under the name RCS Int'l. Now they are RCH Int'l.
Got a contact # for Jacobson: 741-0600.


Description:
Called to f/up with Kaye. No visit for the moment. She suggested early next year.


Description:
Left vm msg for Tracy-- need any packets or information on promos from us?


Description:
Stopped by- David was IN. He did receive the pkg & note that I left for him 7/18 wrt CU affiliation.  Promised to email him factors to consider form and the request for affiliation form ltr. Agreed to have me f/up with him by the end of next wk.


Description:
Emailed him electronic copies of affiliation p/work. Marked my calendar to get back with him by end of next wk.


Description:
Emailed Lee Ann to express thanks on behalf of Allegacy for inviting us out to visit with them. Also mentioned that I mailed 5 savings leaflets as requested.


Description:
Jordan & I visited: 
8 employees, incl. Lee Ann were @ presentation. 3 are active mbrs (incl. Lee Ann) She wants to change her checking acct type, but not to SmartRate. Will have to decide which one. Gave away an Allegacy grey travel mug as a door prize; $20 g/card to Lee Ann. 
Lee Ann also shared with her co-workers that once they join Alleg, they can set up automatic  drafts for their accts.


Description:
Mtg scheduled with Johnna for Thursday 7th @ 2:30 pm to discuss the possibility of offering Allegacy to employees.


Description:
Dental Office Solutions pays the employees of the dental practice, Cosmetic Dental Center i.e. their name is on the employee paychecks for the practice.
Shirley attended my presentation today for the employees.
She would like to extend the cu membership to the other employees under Dental Office Solutions.


Description:
Checked with Belinda: they will have to be accepted as a new SEG. Called Shirley to explain what needed to be done; emailed her paperwork for cu affiliation. I will try to get this paperwork in before this Friday, in time for this month's board mtg.


Description:
Stopped by:
Spoke with Susie over the lobby phone; Karen Bumgarner handles the HR side. They work 1/2 days on Friday. Karen's out & will return on Wed.


Description:
Noticed their sign off I-40 whilst driving by.


Description:
Karen lives in Clemmons so she is familiar with Allegacy Vllge location. Left her info pkt on CU affiliation with a red mug. They are in the process of relocating their offices to downtown W-S on Liberty St. Told her about 5th street location & ATM near Targacept. She will get back to me next wk. As agreed, if no word from her by then, f/up early following wk.


Description:
Email from Debbie: she was very pleased with her SmartRate account earnings last month. Was questioning whether she had qualified for the $50 promo from Bus. Development (Check + DD)?
Checked with Dianne in Contact Ctr-- yes, she her DD was going into acct. Authorized Dianne to deposit $50 as promised into Debbie's acct. Called Debbie to update her on this.


Description:
Our visit will most likely be during their medical signup time, around late August/early September. Suggested I check with him last wk in August for the exact date. Marked calendar to f/up then.


Description:
Followed up with Tom wrt to Jordan's 6/5 call. All set for this year; they get regular mailings from us as well.


Description:
Left vm msg for Angela wrt onsite visit.


Description:
Emailed Connie wrt to good time for onsite visit if they are finished with their move & training.


Description:
I called to confirm tomorrow's visit with them => still on the calendar.


Description:
received notification that RJR employees will be possibly affected by a layoff. They have been asked to submit requests for a severence package.


Description:
Site visit: 2 new members; 2 savings & 1 Smartrate checking.


Description:
Cold call.  S/W Lynn Chambers in the lobby.  Left info.  She wasn't sure who would be decision maker.


Description:
After researching company, recognized Terry Taylor as an ASU grad.  Called and S/W Terry who is VP of Operations and will be decision maker. Currently does not have a C U affiliation.  Emailed information for his review.


Description:
Cold call.  S/W Maxine Smith at front desk.  They have 67 Ees and do not have a C U affiliation.  Charles Jordan was not in but left info with her.


Description:
Emailed Mr Jordan to F/U on information and meeting.


Description:
Emailed Samantha to schedule brief meeting.


Description:
S/W Donna Ball about coordinating lunch w/ Kip & Karen Morgan.  She will check Kip's schedule and get back to me.


Description:
F/U w/Jackie Wilkins on new members/direct deposit.  Reminded Jackie about changing her checking to SmartRate.


Description:
Emailed Lana affiliation p/work as agreed


Description:
Spoke with Lana-- she received my email & is waiting on approval from her administrator.


Description:
Spotted this company while on Hwy 158.

Called-- Lana Speller handles HR & benefits; she has left for the day. Drama, the receptionist is not aware of any cu affiliation.


Description:
Lana's not in @ the moment. She doesn’t have vm capabilities. Drama paged her as well but wasn't able to reach her.


Description:
Stopped by to meet with Lana- it was their payday. Gave her affiliation packet along with an Allegacy travel mug. Promised to f/up with her by end of next wk.

They don’t do DD or PD, only garnishments, child support payments, etc. Lana's only been with the company for 2 weeks now


Description:
Emailed Karen to thank her for inviting Allegacy out to their offices.


Description:
All employees were there with half of them current members.
-- Promoted SmartRate, low doc, autobuying service (gave Connie Shoaf's card out) & equity flex loan in my presentation.
--Left 10 new mbr kits with Karen as requested.
--Door prize drawing of: Allegacy travel mug; took doughnuts.


Description:
Referral from Lila Cannon.  S/W Debbie Morrison.  Her number rings to Listingbook.  Randall Kaplan is involved in both businesses.  Talked about affiliation and emailed info to her so they can discuss.


Description:
Called & L/M for Melinda to return my call.


Description:
Stopped by to see Debra Grant.  Was not in the office today.  S/W Chris (M) and left goody bag (pens,popcorn,coozies) and info.  Will F/U via email on affiliation interest.


Description:
Emailed James Kleinfeld (COO) to see if there is interest in offering CU to employees.


Description:
Mr Kleinfeld emailed back to inform me he would follow up on interest & get back to me if they wanted to pursue.


Description:
Cold call affiliation visit. Spoke with Gaye, the receptionist. Theresa Laughlin is the contact person, but she was tied up with an employee, and was expected to remain so for a while.
Left my card with Gaye to have Theresa call me about affiliation.


Description:
Called to speak with Theresa- Gaye took a msg for her to call me when she gets a chance.


Description:
Cold call- they acquired Action Tool, Inc in 1999. Spoke with Monica @ the front desk. Milo Edwards is the Plant Mgr. She attempted to see whether Milo would see me if he had a minute-- door was closed. Took contact info for him.

Posted sign reading, 'Salesmen are only seen by appt.'


Description:
Noticed this company while in Business Park today. 
Spoke to Stacey Moore, one of the Customer Service Reps. Corporate handles their benefits;  812-246-1866.


Description:
Spoke with Leigh-- Mindy's out of the building & is not expected back for the day. Inquired about offering cu m/ship to their employees. Leigh informed me that's a decision that cannot be made on their level. Will have Mindy call me back & explain who & where I need to contact about this.


Description:
Spoke with Hallue on the switchboard-- Earl Schell. He's on the phone @ the moment so transferred me to his vm. Called Hallie back to verify that she had indeed transferred me to Earl, since the msg identified it as Emma's vm inbox. 
Hallie took a msg to have Earl call me back.


Description:
Tara transferred me to Jimmy Marsh. He believes that they are associated with Truliant.
Will mark as 'LOST'.


Description:
Came across this company in Reference USA.
Recently opened facility


Description:
Left vm msg for Kim to call me on scheduling enrollment sometime.


Description:
Left vm for Valerie wrt to scheduling onsite visit sometime.


Description:
Got transferred to Regina's vm-- inquired as to whether she had received the vm msg Jennifer left last month, wrt to board approval?


Description:
Our 2:30 pm mtg had to rescheduled, prob for next wk Friday-- b/c she found a snake in a house yesterday, she's having the animal control people check her house fully today. 
Tomorrow she'll be busy & next Wed & Thurs, she will be out of town. Call her Friday 15th to reschedule.


Description:
Jennifer's in a mtg @ moment; left msg with Rita to have Jennifer call me.


Description:
left vm msg for Beth about onsite visit, as per our convo on 3/20.


Description:
Bill's on vacation this week. Do they need any info from us, or can we visit?


Description:
Will Lloyd is no longer with the firm. Kevin Cole filled his position.


Description:
Left vm msg for Jean: is she still the contact person for The Breast Clinic & scheduling onsite visits?


Description:
Left vm msg for Tracy to call me-- have a question for her to answer.


Description:
The phone number in the system is not in service. Will attempt to get new number.


Description:
Looked them up in Reference USA-- search pulled up 2 sets of phone numbers under Cardiology Specialists of NC: 277-1700. which doesn’t seem to be in service;  and 277-2000, which is the # for Winston Salem Cardiology.


Description:
Got transferred to Cindy's vm inbox; left her a msg to call me.


Description:
Called to f/up on date for onsite visit to correspond with their health insurance. School resumes next Monday, & they have agreed that it would be best to have us come out sometime in September, after school has begun. Will be on a Wednesday around 3 or 3:15 p.m., after their teachers' mtg.
Promised to call Leah back early Sept. Marked Jennifer's calendar for Sept. 10 f/up.


Description:
This facility opened Feb 2008. Called for Elizabeth-- was told by Joyce that she won't be in until noon today.

This company deals with media solutions, with its core strengths in CD and DVD manufacturing, Printing, Fulfillment, Marketing Services and eSolutions.


Description:
Stopped in to get information about this company--:
Headquarters located in Clearwater, Florida. Elizabeth Bridges is the HR rep for this facility. She's a mbr- lives in W-S off of Healy Dr.
Left pkg with pens, affiliation p/work & travel mug with her. The employees wear IDs, so also gave her several badge pulls.
She mentioned that SunTrust recently solicited them.


Description:
Spoke with Ruth. Since she didn’t feel comfortable divulging all that info on the company, she passed it on the corp. office to be completed. Hasn't heard back from them as yet on this matter. As now is their budget time, asked that we give her a call back in 2 weeks. Marked my calendar to f/up on August 26th.


Description:
Spoke with Sean-- they just switched from Wachovia to Southern Community; the employees also made the transition. They will stay with them for the time being. Mark as 'LOST'.


Description:
Long Term Care Management Services, LLC, manages 17 long-term care nursing centers in NC.


Description:
Dennis Reese is the administrator @ this facility. The parent company is Liberty Health Care Mgt, w/HQ in Wilmington. Bermuda Commons opened last year; Dennis started just this year on July 9th, with the Nursing Director last Friday, Aug 1st.
Gave me a contact for HQ: Jim Steele, (910) 332-1792


Description:
Was only able to present to 4 employees-Michael, Britney, Molly & Pam. Bert had a mtg, & the other employees called in late. Pam is a mbr. Spoke with Cheryl on my way out- she & her husband have been thinking of moving accts from Piedmont. Gave her new mbr pkt. Also left 5 packets with Pam as she requested.


Description:
Emailed Pam our thanks for inviting Allegacy out to meet with employees.


Description:
Presented to Angie, 2 of her co-workers who aren't mbrs & 2 of the staff from Dental Office Solutions (inc. Shirley Kelly). Shirley is Dr. Kelly's wife; Dr. Kelly is a mbr.

See 7/31 entry under Dental Office Solutions.


Description:
Emailed Angie 'thanks' on behalf of Allegacy for inviting us out to the office for the employees.


Description:
Emailed Denny thanks for the invitation to visit with the employees during the company picnic recently.


Description:
Vanessa's away from her desk; left her vm indicating f/up on her checking with her for Allegacy to visit with them soon.


Description:
Chris Austin & I attended for their 'Fundamentals of Investing' Seminar, held in Filliigent's breakroom.  Brought (suggested) pizzas & iced tea. All employees were there. 

3 New memberships opened. They will each set up appts with Chris soon @ North Patterson for AIG-- IRA participation.


Description:
They are mtg with their 401 guy on Aug. 21st. Will know more then. Marked my calendar to f/up with Tammy by Aug. 27


Description:
Sandra's on the other line @ the moment. Ms. Funchess transferred me to her vm; left her vm msg to call me when she's available.


Description:
Sandra returned my call-- reminded her about being part of Novant & Allegacy m/ship eligibility. She will survey her staff to find out whether an onsite visit from us will be desired. Will get back to me.


Description:
I called Wally Phillips in HR to see if I can gain some informaiton such as locations, mailing address and arrange initial sign ups.


Description:
Left vm for Cheryl wrt to name change letter for NCUA.


Description:
Called Darlene to f/up on affiliation email. Now is busy; call her back end of this wk.


Description:
Jordan & Jennifer visited with pizza & did a presentation-- no new interest in services.


Description:
The new office is one lot up from old address, on the same side of the road. 
Present for company picnic w/ 1 new membership opened.


Description:
Spoke w/ Evette about relationship building she asked that I follow up with her the week after Labor Day week.


Description:
Spoke w/ Kathy about scheduling some time to chat about relationship building.  She ask that I call back in a couple weeks have made a note.


Description:
LMTC w/ Shannon about a meeting to chat about relationship building.


Description:
Call from Ashura Corbett-- faxed in p/work for 1 New mbrship, 1 Chk w/OD & 1 DD.


Description:
Heard on the news this morning that this company is laying off 40-something employees soon.


Description:
Jordan & I visited during their staff mtg @ 11 a.m. Presentation to 19 ppl with 6 on video conferencing. Door prize drawing for $15 target g/card;  gave Danita $20 g/card for inviting out for staff mtg.
1 Chk, 1 PD, 3 Smartrate switches, 1 student loan ref. Addressed questions; left 40 new mbr pkts for 2nd staff mtg, pens. 
Their AFLAC rep was present also.


Description:
I emailed Jennifer to schedule the initial enrollment.


Description:
I asked Lori Timm to have Jarvis do a formal presentation to the group and also to offer membership the benefit.


Description:
I emailed Regina to schedule intitial enrollment.


Description:
LMTC w/ Karen about enrollment and relationship building.


Description:
LMTC about scheduling enrollment and relationship building.


Description:
Spoke w/ Janice and she is not ready for an enrollment, possibly in Jan 2009.


Description:
Left msg for Dr. Durham (who's unavailable @ the moment) with Cynthia.


Description:
Spoke with Anita Benjamin. To correct an earlier entry, they


Description:
Company info from Reference USA:
The 993-4591 is the phone # for their Colfax plant. Connie Bows, in the HR Dept in Greensboro can be reached thru' 275-9711.
Left her a vm msg asking to call me.


Description:
Sent Katherine an email to schedule an enrollment and chat about smart rate cking.


Description:
Emailed Danita thanks for inviting us out to their recent staff meetings.


Description:
Sent email to Carrie about a meeting for relationship building.


Description:
Emailed Vonda thanks for preparing the name change letter as well as for inviting us out during staff mtg.


Description:
Called to make contact with their new HR rep. Spoke to Sarah Puryear, who is still the HR contact.


Description:
Karen's out of her office @ the moment. Left vm msg for her w.r.t. my 7/31 visit.


Description:
Milo returned my call-- they are with Truliant; not interested in offering another CU at this time.
Will mark as 'LOST'.


Description:
Spoke with Marsha @ G/boro location,  (336) 852-5656;  Benefits are handled out of their Charlotte office, (704) 892-4442


Description:
Dr. Durham returned my call - visit scheduled for tomorrow @ 9:45 am. She inquired about health coverage for her staff; Leigh will contact her before end of today.

Cynthia (not Dr. Durham) called back to reschedule visit for next Wed, Aug 20th @ 9:15 a.m.


Description:
Sign up was scheduled for today from 12:00-2:00. Ingrid, Lila & Casey visited:


Description:
Emailed back and forth w/ Kim talking about an enrollment.  Offered to bring spanish speaking employees as well.  She responded that this method has not worked in the past, so she does not want to hold anything like that.  I emailed back asking at least could we send her payroll stuffers talking about smart rate?  Also included in that email about relationship building, offered to take her breakfast and learn more about her and what has occurred w/ Temp Resources.


Description:
Super Compare Sign Up Report

Dates:  06/25 and 06/27
Sign Up staff:  Ingrid, Lila, Kanta (6/27)
Number of contacts, estimated:  20 
Drawing:  2/$25 Lowes gift cards
Number of Entries: 14, 9 of these with a contact phone number
Number of Memberships: 0


The lack of new memberships at this sign up does not come as a surprise, since many of these individuals lack non-traditional documentation and the conflict it creates for them to talk about it at their place of employment, and common knowledge that it takes several attempts to gain the trust of this market.

A flyer with Parkway and Lila's contact information was created and distributed at the sign up.


Description:
Sent an email to Sharon letting her know that Senior Services will be going to the board on Aug 21st.  Also asked her to select a few dates for the enrollments and shoot them back to me.  We will need to schedule a few enrollments b/c of the different locations.


Description:
emailed Beth and asked her to meet for relationship building.  Told her we had never met, and I would like to chat with her.


Description:
Held visit, she made it clear she does not want enrollments.  Left flyers behind as well as cards and told her that we would keep in touch.


Description:
Enrollment: 3 new members, 2 PD, 1 SmartRate checking.  Also, talked with 2 current members as well as a patient that is a member.


Description:
Called and introduced myself to Kevin.  Asked if I could have a few min of this time to chat about allegacy and get to know him.  He said that he was very busy and for me to follow up in a few weeks.  Have made a note of the calendar.


Description:
Phoned Sharon back to see if she spoke w/ Al about an enrollment.  She said they were not interested.  I asked if I could mail them updated packets, and she said yes.  Will drop pakets off.


Description:
Natalie was in attendance for the Edmunds Group Seminar.


Description:
Natalie was present at the Edmunds Group Seminar.


Description:
Spoke with Marie-- they don't need us to come out at this time.


Description:
F/up with Dan on rescheduling their initial visit. Would be best to scheduled for after the 1st of the month. Asked to called back around Sept 3rd or 4th to organize this. Will mark Jenn's calendar to do so.


Description:
Biggest issue is that half of the workers are out on field assignments most of the time, even when they have employee mtgs- usually attended by 8-15 ppl. Mtgs are on Tuesdays. Asked  Chuck whether we could visit with them for their next staff mtg => he wanted to know the participation rate their grp ( mbrs as @ April '08). He bets that those 5 employees usually attend the mtgs as they are mostly onsite.

To help increase participation, he asked that we send them 25 leaflets on SmartRate checking. 
Chuck has been a mbr for 12 years (his mother worked @ RJR) & has Premium checking. Will consider whether to simply switch to Smart Rate or open a new checking acct.


Description:
Sent and email to Karen about meeting w/ her to chat about relationship building, and enrollments.  Rcvd an email back stating she will be out of the office today and Monday.  I will follow up w/ her if I have not heard anything in a couple weeks.


Description:
Mailed out 25 SmartRate flyers as well as a couple Smart Choice Seminar flyers.
They are at 25 employees now.


Description:
Emailed David to f/up on whether they'll be affiliating.


Description:
Left vm msg for Darlene indicating following up with her today, as she had requested earlier on in the wk.


Description:
HR ext. 20: Spoke with Sandra Holt.
As of June 11, operates as a subsidiary of Lime Energy Co., based out of Illinois. 
She thinks it best that we contact her first of next year with regards to affiliating. They don’t have any CU currently. 

Lime Energy Co. is a leading provider of energy efficiency solutions.  Applied Energy Management, Inc. designs, engineers, and constructs energy efficiency projects. Its services include engineering and consulting, lighting retrofit, water conservation, mechanical and electrical conservation, and renewable project development and implementation.


Description:
Emailed Mark, and asked for an enrollment.

Rcvd email returned stating that he was no longer employed w/ Second Harvest.

So I called and spoke to Lisa Richardson which can be our contact at this time.  I updated her email.  We also scheduled an enrollment for 09/24 @ 7:30-9:ish


Description:
Left vm msg for Candace-- have they completed their employee handbook?


Description:
Sarah's not in @ the moment; Michelle transferred me to her vm to leave a msg. Msg left to call me.


Description:
Spoke with Laura- they haven't been able to decide on which of the seminar topics they want to schedule. Laura's out of new mbr pkts, suggested I mail 50. Marked Jenn's calendar to f/up in Nov '08.
They recently had their open enrollment, 2 wks ago (Sept. 1- Aug. 31).


Description:
W-S OFFICE:
Call from Mike Edwards. He missed our visit on 7/22 and wanted info. Explained what Allegacy is about & mailed him a new mbr pkt to him @ the office.


Description:
emailed Linda asking for her permission to at the least put something on her intranet since she was not pro on holding an enrollment.  

Rcvd email back stating she was on vacation


Description:
2:30 mtg with Johnna:
She's looking forward to offering Alleg to the employees. She'll be out of town next wk, so call her following wk- marked my calendar to f/up on 8/26.
Allow DD for A Child's World.

R.A. Hewitt Building & A Child's World are family-owned. Andy Hewitt is Johnna's brother. Jenni's Walk of Hope is the charitable org they set up in memory of their younger sister who died 4 yrs ago of cancer.


Description:
Spoke to Earl about offering the Allegacy benefit. Asked me to send him information on this.

Emailed him Easiest Decision(pdf), & Alleg. @ work (Medical).


Description:
Spoke with Lane Renegar. Kevin is the person to contact wrt offering the Allegacy benefit to the employees. He'll be back from vacation tomorrow. According to Lane, Kevin IS a mbr already. Will call him later on this wk.


Description:
Spoke with Connie- yes, they have a cu affiliation set up. 
Will mark as 'LOST'.


Description:
Told that Emily Bishop is the person who handles benefits for the employees. She's out of office today- left vm msg to call me.


Description:
Met Julie Fries today.  She is a member.  Best time to do an enrollment is Jan-Feb.  Their fiscal year ends in Feb.  Is willing to post info in the breakroom.  Will send SmartRate & Seminars Series info to her.


Description:
Stopped by to see Melinda; she was unavailable.


Description:
Stopped in to see see Sherry Williams; unavailable.


Description:
Stopped by to see Valerie.  No one answered door.  Will have Jenn do F/U contact (mail/email/phone).


Description:
Stopped in to see Kristine; was unavailable.  Anna at the front desk is a member.  Discussed SmartRate checking as she does not have it currently.  Followed up with email to Kristine to ask for meeting.


Description:
Per Mary's request to get back in touch with her in September, contacted her to request time to get together to discuss affiliation.


Description:
Kevin's tied up @ the moment, so call was transferred to Lane. I explained that offering Alleg to the employees would in no way affect Nu Care's business (banking) accounts. Rather that, it's an employee benefit, not company- wise.


Description:
Cindy's off today so LaDonna transferred me to her vm. Left msg.


Description:
Stopped by to meet meet Regina- she was in a mtg when I arrived. Waited for 20 mins; receptionist apologized & asked whether I could leave items with her. Left 5 new mbr kits, some badge pulls & pens.


Description:
F/up call to Sandra for results of the survey on employee interest. Left her vm msg indicating such.


Description:
Met w/ Glen Goins.  Patience is out on maternity thru September.  They are currently with BB&T w/group health & payroll.  Will follow up on renewal when she gets back.


Description:
Stopped in and met Rebecca Cisco.  Kara Rich is the payroll administrator but was not in.  Discussed SmartRate checking & educational seminars.  Will F/U w/Kara on payroll.


Description:
Follow up letter w/ SmartRate & Seminar Series info as well as payroll info for Kara Rich.


Description:
left vm msg for Regina about whether she had received the pens & other info I left for her on Monday.


Description:
Stopped by to meet meet Tracy - she was on the phone. Left bag containing some popcorn & pens with Sandy @ the front desk for Tracy to distribute.

Called to see whether she received the materials.


Description:
Joy's out of the office; left her vm msg to call me.


Description:
Pam's out to lunch @ moment. Left her vm msg about feedback from their site directors wrt to onsite visits from Allegacy soon.


Description:
Spoke with Jean-- they just had their monthly mtg & the agenda for Sept's is already full. Call her back either the 1st or 2nd wk in October to schedule for November. They have their retreat in October.
Marked Jennifer's calendar to f/up on this.


Description:
They will be moving to their new offices next wk. Offered to call her back early next mth to give them time to settle in.
New # will be 724-9899; she doesn't know what # her extension will be as yet.
Addres: 876 N. Liberty St, W-S.
Marked Jenn's calendar to f/up with Karen next mth.


Description:
Left a vm msg on 704-664-1000 for Paul to give me a call.


Description:
contacted Debbie to dicuss Mack Trucks movig to GBSo end of next year and to see if we could send some info out to the employees. She said I could not meet with anyone that they are so busy with relocating the employees. I offered our assistance in relo but she was not interested. The info on the employee center is outdated and she is emailing me info so we can update and send back to them.


Description:
Return call from Paul:  they don't often have scheduled employee mtgs plus the next one may not be for some time. Also, the teachers are unable to leave their classrooms during the day to have mtgs. Asked me to send them 26 pkts to distribute-- we can come out for floating break room setups though.

Mailed 26 new mbr pkts to his attn.


Description:
This company has merged with Western Inventory Service to form WIS International


Description:
Jennifer visited with the following results:
7 new, 7 chk, 7 DD


Description:
Spoke with Dee-- she has been getting our mailings to her, so they're up-to-date on our materials. Asked her to check with her Exec. VP to see whether she would mind Allegacy coming out during their next staff mtg, which will be in Sept. They have monthly mtgs.
Emailed her Jennifer's contact info.

Marked Jenn's calendar to 5f/up with Dee on Sept. 3


Description:
Spoke with Sarah. Give her a call back no later than 2nd wk in Sept. to schedule their visit.
Marked Jenn's calendar to f/up.


Description:
Rcvd a VM from Katherine stating for me to return her call to schedule an onsite enrollment.


Description:
Rcvd email back stating she has been really busy, but wanted to meet, check my calendar for the week after Labor day


Description:
Called Katherine and scheduled 'open house' on Sept 9th from 8:30-11:00.  Promote Smart Rate cking, will drop off flyers and also Flyers.


Description:
Leigh in JBA called and left a message with the other Cynthia to have Dr. Durham call.


Description:
Spoke with Darlene- she hasn't had the chance to sit down & talk with some of the employees about interest. 

Emailed her contact info for Paul & Jennifer.


Description:
Emailed Dr. Durham thanks for inviting Allegacy out last Wed for initial visit.


Description:
Explained Allegacy's offerings to Dr. Durham & her 2 employees - Christy & Cynthia. Only Cynthia is the non-mbr.  She expressed interest in student loans- gave her Mary's (Pickard) number.
Left 6 new mbr kits, as per Dr. Durham's request.
Both Dr. Durham & Christy are aware of the Alleg. Investment Grp.


Description:
Called to f/up with Shelley on having us come out. This is not a good time as they are without the VP & benefits person. Offered to check back with her in November to see about their new replacement & about onsite visit.

Marked Jenn's calendar to f/up.


Description:
Left David a vm msg to call me about the affiliation paperwork.


Description:
Earl's out till Wed. Left a msg on his vm to call me.


Description:
Spoke with Brooke- Shirley's stepped out for a moment. Left msg for her with Brooke wrt to submitting p/work for Allegacy membership to their employees.


Description:
Left msg for Teresa to call me- want to know when will be a good time to stop by her office


Description:
As per Dr. Hogsette's request, mailed thirty (30) membership kits to office. I also included a listing of Allegacy's educational seminars.


Description:
S/W Tracy Wainright in reference to payroll.  Staying w/ADP for this year.  Need to contact in March to get in on bid process.


Description:
Spoke with Elaine-- they have 2 more wks of their summer finance program. She will be sitting down with the employees this Wed/tomorrow to determine which, if any,  of Allegacy's smart choice seminars they would be interested in attending.
Will get back to me before the end of this wk.
I emailed Elaine Jennifer's contact info just in case I don't hear from her by Friday.


Description:
Mailed Tom Coop Payroll leaflet as per his request for some info. Will f/up with him before end of August.


Description:
Called to f/up with Tom wrt to meeting with Coop Payroll. Left vm msg to call me.


Description:
Left vm msg for Susan-- could we stop by to drop off some info for them? Need any? Will try  again to reach her before Friday.


Description:
Took some pens, popcorn as well a few flyers for SmartRate & Smart Choice seminars. Spoke with Vickie-- > a couple of the senior mgt had been experiencing (personal) problems & as such, they are now getting sorted out. They will be bringing on new employees in the fall.

Marked Jennifer's calendar for Oct. 15th to f/up with Vickie about onsite visit.


Description:
Spoke with Jodey== she's checked around with the employees to find out who has questions/concerns about membership; she got very little interest. They experience very low turnover, so it's the same employees from when Allegacy visited last. She mentioned that they prob would have us come out to present sometime towards the end of 2008.

Marked Jennifer's calendar to check in with Jodey late November.


Description:
Emailed her Smart Choice seminars flyer, SmartRate flyer along with Jennifer's contact info.


Description:
Emailed Colleen thanks on behalf of Allegacy for the onsite visit invitation.


Description:
Regina left vm msg == she did receive the materials I dropped off for her on 8/18. However, they are in the process of hiring several new employees. Would rather we come out once that's all settled. She will contact us when they have finished the hiring.


Description:
Mailed 70 pay-envelope stuffers to Regina as per her request. Next Thursday is payday for them.


Description:
Emailed Jeff  & Richard 'Thank You' for inviting us out to meet with the employees today.
Also included contact info for Jennifer & Paul.


Description:
Called for Ruth to f/up on them offering Allegacy to employees. Was told by Margaret that she's out till Monday. Marked Jennifer's calendar to check in with her next wk.


Description:
Emailed Theresa Paul & Jennifer's contact info.


Description:
Tried reaching Johnna to inform who that after today, she can contact Paul. No answer, no vm msg left.

Emailed her instead with Paul's contact info. Marked Paul's calendar to f/up with Johnna 1st wk in September.


Description:
Called for Johnna. No vm msg left. Will try again before end of wk.


Description:
Onsite visit:
2 New, 2 Chkn, 2 PD, 1 DD.


Description:
Emailed Laura to get last contact with Cindy:

She did meet with Cindy over at Van Davis and also sent them some follow-up information.  Hasn't heard back from them though.  Laura had offered to do some workshops for their employees and had sent them a list of workshops, but doesn’t think they were ready to do a retirement plan just yet but she did give them information on some different plans as well.


Description:
Hold enrollment on Tuesday 26 & Wednesday 27th.


Description:
Paul and I held enrollment and had 9 new mbrs, 7 dir dep, and 4 pay ded.


Description:
LMTC w/ Kathy about relationship building.


Description:
Met w/Samantha Hefner to discuss affiliation.  Very positive but is ultimately not the decision maker.  Will discuss with Jeff Dickerson (owner) and Steve Bailey (VP of Operations).


Description:
Emailed Samantha to thank her for meeting last Thursday and ask how her personal move went over the weekend.


Description:
Mailed note to inquire on status concerning affiliation.


Description:
Terry emailed to let me know they are working with JBA (I missed that they were 1 of there clients).  Will F/U w/Julie @ JBA to let her know of our conversations.


Description:
S/W Sherry @ JBA as we have not seen paperwork for affiliation.  She works with Lisa Venable in HR & has not had any conversation concerning affiliation.  Sherry will F/U w/ Lisa and I will wait for her direction.


Description:
Called to talk to Rhonda about credit union affiliation. She said they have aquired a new company Shaw EDS and will not be sending any info out to employees until late September early October. The credit union roll out will be a part of their roll out program for employee discounts. She asked me to call back in September.


Description:
Rcvd call from Heather stating that the benefit fair has been changed and will last until 6:30.  I told her that would not be a problem.


Description:
Emailed Randy asking for available dates to come and share the news about Allegacy.


Description:
Emailed Betty to ask when she would like us to come out and chat with the group about Allegacy.


Description:
Follow Up with Jennifer about a time for us to come out and chat with her.  She has mentioned to BW that she would us to come and chat with her first.  Waiting for a response.


Description:
Shannon is the reginal manager and is the Ashboro office as well.  That number is 629-9919.

scheduled an appt to meet with him on 09-18 @9:30


Description:
Spoke w/ Shannon and scheduled a relationship building meeting with him for 09-18 @ 9:30 at the greensboro office.  He is going to send me an email with his locations so I can do the co op's, CU ervice Center's.


Description:
LMTC w/ Phil about the move int o another location.  Also stated that we are willing to help in any way that we can.


Description:
Emailed Cynthia about schdeuling an enrollment, believe it or not it has almost been a year.  Also spoke about doing some relationship building.


Description:
LMTC w/ Tracy about voice mail that Belinda rcvd about Payroll.


Description:
Enrollment: 1 AIG, 11 Sav, 8 Chk, 4 PD, 10 DD, 2 HC.


Description:
Requested meeting w/Joe Fulk to discuss affiliation.


Description:
Called to S/W Donna; out of the office today.  Will contact again tomorrow.


Description:
Saw location while prospecting, they have less than 15 Ees.


Description:
Jennifer & I stopped in to S/W Shanna and/or Barry.  Shanna was not in and Barry was tied up as they had people on vacation.  Asked me to give him a call next week.


Description:
Sent F/U email to plan time to get together.  Attached brochure & SmartRate flyer for review.


Description:
Paul and I went to meet with Shannon who did not show up so we met with Elizabeth Goad.  She is expecting and is due in Dec.  We went over relationship building spoke about smart rate cking, educational seminrs and such.

Fed Ex membership kits, and a Allegacy Tumbler.
Emailed educational seminar list.


Description:
Clark called and asked if we could come out to the wellness fair on 09-19 from 1:30-5.


Description:
LMTC w/ Evette about relationship building.


Description:
Called and scheduled a meeting w/ Leah appt is at 3:15 in the teachers meeting.

Emailed flyer & smart rate flyer.


Description:
F/U w/ Ruth and she said that she received the word from corporate to hold off.  Marked companyu as lost


Description:
emailed Lisa letting her know that we will have to reschedule due to Miser Training.


Description:
LMTC w/ Lisa about us having to reschedule for tomorrow due to Miser Training.


Description:
LMTC w/ Dee about scheduling an enrollment.


Description:
Deborha Jewel contacted me about sending them some packets for new hires. I called to see if we could come out and do updated enrollment.


Description:
Called and told June that they had been approved and scheduled enrollment for 10/07 @ 1:00.

Sent flyer


Description:
Called and spoke w/ Carolyn about an enrollment.  She said that she would check with the minister and let me know.  I have marked my calendar.


Description:
UPS'd packets to Deborah at her request.


Description:
Jodey attended the FSA seminar provided by JBA.  She filled out a survey and said she was interested in enrollment.  Called her today and she said that she is really busy to check back later.


Description:
registered for annual benefit fair. It is November 5th. They are expecting 5000 employees to attend that day. We are giving premium items and a drawing for traget gift card to admin to give away.


Description:
Anniversary Celebration:

week one Sept 22 Spa theme. Product focus smart rate checking accounts. Giveaways relax cds massagers, silk road package.

Week 2 Sept 29th Game Theme. Prduct focus webbanking. Giveaways water bottles, ymca passes and Wii with fit bundle.

Week 3 Music Theme. Product affinity debit card. Giveaways cd cases, music download card grand prize Bose Dock with I tunes card. 

Week 4 Travel Theme. Vacation club focus. Giveaways qwik lube coupons, luggage tags and travel kit. Grand prize GPS


Description:
I met with YMCA president Curt to discuss partnership with Allegacy and YMCA. We are going to partner with Reagan High School to pomrote and build new YMCA near school that they can use.


Description:
Called & L/M for Samantha.  F/U on affilaition discussion.


Description:
Cold call.  S/W Barbara Martin about affiliation.  Emailed brochure & SmartRate checking.


Description:
Emailed Letter of Request & Factors to Consider documents to follow up on conversation from 9/23/08


Description:
I called Regina to see if we could do an enrollment in late November early December. Left her a message.


Description:
Called to see about holding enrollment for staff.


Description:
Called Mr.Jordan. L/M to follow up on affiliation.


Description:
Called & S/W Randy Cockerham (HR).  Have 30 or so employees in W-S and folks in Wilmington & Virginia.  Discussed SmartRate.  Emailed info and will F/U in 2 weeks if he's not gotten back in touch.


Description:
Cold call.  S/W Maxine Smith at front desk.  Left info for Charles Jordan.


Description:
Emailed Charles Jordan to F/U on info on affiliation.


Description:
Called & L/M for Charles Jordan on affiliation info.


Description:
Mr. Jordan returned my call.  L/M that they have several initiatives going on right now & will not be looking at anything else right now.  Sent email thanking him for returning call & providing update.


Description:
Call Blitz (JGM)- Spoke to receptionist about who to get in contact with. Melinda Woods is the HR & Accounting rep. Will Follow up with on week 8/12


Description:
Mailed info & letter to Ian Atwell for C U affiliation.


Description:
;left voicemail for Kristy about credit union offering.


Description:
called to check in on Greg. Left him message.


Description:
I called to talk to Chirs (female) about cedit union offering. They are a JBA client and have expressed interest. She is out until Friday for training. I left a voicemail message to call me back.


Description:
discussion with michael about changes in payroll psting time of day. Will still post prior to start of business but hours later than they are accustomed to. Part of a compliance initiative.


Description:
Called and spoke w/ Tim and he said that they have done a lot of changes, and he would like us to hold off until after the holidays.  Call back in Jan/Feb.


Description:
Called & L/M for Samantha to return call.


Description:
LMTC w/ David about scheduling an enrollment.


Description:
gave Michael two tickets to the Wake WSSu basketball game. Also talked with him about payroll changes.


Description:
Cold call.  S/W Vicky Forbes.  Kelly Toole is contact at corporate.  Initial interest in offering CU benefit.  Will F/U w/Kelly (Vicky will contact as well).


Description:
Met w/Laura Boggs.  Interested in doing enrollment/educational seminar but would like to schedule it in January.  Salemtowne is dealing with economy as well. Not rehiring non-essential at this time.  I will contact after New Year's to schedule.


Description:
F/U email to Kelly Toole in corporate about conversation w/Vicky Fobes in W-S. Attached brochure and will contact after T-giving holiday.


Description:
called and left voicemail for Rhonda about letting the employees know about Allegacy.


Description:
Seg was added as payroll client. He is only interested in our business checking account. I referred to Gwyn Meyers. He does not want an enrollment for the employees.


Description:
sent email requesting a meeting to discuss student run credit union location and update them on their numbers.

Martha retired last year. New headmaster is Roger Wiles. He would be my contact person for the student run. Sharon sent my request to him for consideration.


Description:
I contacted Rhonda to see if she is available to go to lunch one day this week or next. I would like to meet with her face to face to try to get her to introduce the credit union benefit.


Description:
new lead from Chad Huff and Laurie Duncan. I am meeting with Julie on Friday to sign her up for credit union membership and to provide her with the info to offer employees the credit union. I will attend their staff meeting on Tuesday, January 27th at 11:30.


Description:
I have contacted them and mailed informational packet to Suzanna Veneble. She stated that the company is taking a downturn and will not be able to add anything new right now. She asked me to check back toward the summer months.


Description:
visited and talked with Robin Upton and Erica Baker. They have had some issues on their accounts since conversion. Robin is the assistant manager for Darlene. Left some membership kits for the new employees and talked with them about offering signups for the staff. I assigned Paul to fix issues on the membership accounts.


Description:
Met with Scott to introduce Ira. We talked about holding individual staff meetings for each department in their location. Scott said they have 6 different locations now. Excel imaging is owned by Novant health 60% ownership. They also own Forsyth Radiology. Scott asked me to send him information on the educational seminars that we currently offer.


Description:
Introduced Scott to Ira Williams. Met with him aout credit union offering.


Description:
Met with Randy Sisk to introduce Ira Williams. He asked me to call him next week to schedule enrollment visit.


Description:
Met with Billie about Allegacy offering. Tara recently applied for a mortgage bot application.


Description:
Belinda went to visit w/ Ira and the name of the company has changed and it now is Twin City Pediatrics.  The address has changed as well, and have updated accordingly.


Description:
01-22 Belinda and Ira went to visit.  They have changed their name to BreakThrough Physical Therapy.  New rep named Jeff Chandler.  Sent an email to Jeff requesting a name change letter.


Description:
Belinda and Ira visited company 01-22.  Gave updated packets.


Description:
met with them today to discuss payroll, insurance. Refered to Ralph Mille for investments and 401k


Description:
introduced myself to new contact Joe Childers


Description:
Benefit Fair Wednesday, November 3rd 2-4


Description:
meeting with Samantha Howell. She is the VP of Human Resources. The meeting is to discuss all of Allegacy Product offerings and Business Services. Taking Soug Brewer with me to meeting.
Update profile


Description:
contacted Clare to see about face to face meeting.


Description:
LMTC w/ Beth about meeting for coffee or lunch.  Wanted to chat about what we can help with in the upcoming year.


Description:
LMTC w/ Debbie about scheduling a meeting.
Update profile


Description:
Called Ken Boyles Cfo to arrange meeting. Want to take Doug Brewer out to meet him.


Description:
called Janet Mullins HR Admin to see if we could schedule appt to go over employee participation


Description:
met with Lee Ann today, gave her package for payroll introduced her to Doug and JBA.


Description:
Belind and Ira visted on 01-21.  They have a name change and I emailed to req a letter to submit to NCUA.


Description:
Belinda & I went out to chat with SEG about Smart Rate, give updated Packets, talk about enrollments, and promoting Allegacy.  She was unavialble at the time.


Description:
Belinda and I went to visit w/ Tim about Allegacy.  We educated him about our reloc product, Realty, Smart Rate.  We learned that there is going to be some expansion and over the course of the next 9-12 months and lots of changes.  Gave him updated packets, and will send email about enrollment.  Told him to keep us in mind during the process b/c we would love to help as much as we can.


Description:
Belinda and I went and met with LaShawnda who is the new rep.  She knows about Allegacy now, as well as our Smart Rate Cking.  She was concerned about employees that could not get a cking account told her about easy cking as an option.  She was interested about enrollments, emailed her available dates.  Gave her some updated packets.  

Side Note.. She has 2 sons, lives in Kernersville and is very involved in basketball.   Youngest son wants to go to West Forsyth.  She lives in Kville and husband works in Clemmons.


Description:
Introduced Ira to front desk.  Vonda was not available at this time.  Left updated packets and our business cards.


Description:
Ran by to introduce IRA to Chip.  He is semi-retired and only works on Wed.  I gave updated packets to front desk, with our business cards.


Description:
Ira and I went to drop off updated packets and introduce him.  Spoke to another tenant and they moved.


Description:
Took Ira and introduced him to Joan.  Explained he was the branch manager.  She is satisfied with Payroll Solutions, and educated her about Smart Rate Cking.  Told her that I would mail a few flyers so she could tell the rest of the office.  There is only 3 employees.  Not interested in an enrollment.


Description:
Dropped by and introduced Ira to Kathy.  Gave her updated packets, spoke about smart rate.  Told her that I would mail them some Smart Rate Flyers.  She has heard no complaints from the conversion.  She said that she is satisfied.


Description:
Went to introduce Ira to SEG.  Vickie was unavailble.  Left updated packets and business cards.


Description:
Took Ira to be introduced to Christy.  She said that they are doing fine.  Mentioned Smart Rate, gave updated packets, & busniess cards.  She mentioned she has Smart Rate herself.  She is satisified at this time.


Description:
Took Ira to be introdeced to Thomas Kangur.  He was unavailable at that time.  Gave Pat updated packets, & business cards.  Pat mentioned she had a 403B that she needed to do something with.  Told her to go and see Ira and he would take care of her.


Description:
Change of Rep to Vicky Love.  Introduced Ira to her, gave updated packes.  She said that they now have 24 employees.  She said that there was not a need for an enrollment at this time.  Explained Smart Rate to her.


Description:
Rcvd an email from Dana req 10 pkts. 
Fed-Ex'd to her.


Description:
02-19 new alert stating that Emerson would be hiring 328 employees.  

Fed Ex 50 new pkts


Description:
Rcvd health fair invite, and registration forms.  Faxed back in stating we would be attending.


Description:
received communication that Robin Pixler is our new contact. Updated in seg manager.


Description:
held new enrollment at WSHC radiology department. 12 employees in attendance, all were members of Allegacy. Updated them on smart rate checking account and mortgages.


Description:
LMTC for Cindy about scheduling an enrollment.


Description:
Called and talked to Michael Cartwright to see if him and cheryl were available for breakfast one day next week. I would like to introduce myself and tell her some of the options that Allegacy has available such as paycard.


Description:
emailed to ask if anyone was going to attend the SEG luncheon.


Description:
emailed to ask if anyone was planning on attending the SEG luncheon.


Description:
emailed to see if anyone was coming to the SEG luncheon


Description:
Updated email address as well as name for them per letter rcvd, email Jen and asked for a name change on company letterhead so we would submit to NCUA.


Description:
Ice Cream Socal today for Targacept and Bio-Tech employees.

Handed out several mbrship kits and about 50 smart rate flyers.


Description:
Fed Ex'd 100 pkts to Kim Beauchamp per her req


Description:
Fed Ex'd new pkts tp Kim Brewer per her req


Description:
Dropped off new pkts for Cheryl McKinny per her req.


Description:
Dropped off new pkts for July McGuire per her req


Description:
Dropped off new pkts for Karen Googe per her req
update profile


Description:
Dropped off new pkts for Debbie per her req


Description:
Scheduled an enrollment for 08-19 w/ blue ridge ice creams attending.  Aprox 55 ppl.


Description:
emailed Julie to see how everything was going for her.


Description:
Scheduled enrollment for 08-12 @ 11:30 and 2:00


Description:
LMTC about new pkts and also enrollment.


Description:
Called and informed Glenda that they were approved in the last board meeting.  Asked her if we could come to a staff meeting, and they do require dir dep.


Description:
Dropped off new pkts, and left a little note about enrollments.


Description:
Dropped off New Pkts, and letter talking about scheduling enrollments.


Description:
Dropped off New Pkts and left a letter about scheduling enrollments.


Description:
Went to drop off updated pkts and was informed that they do not use Allegacy as their FI.  I asked who they were using and they said that they would rather not disclose that info.  Left my business card and said if they ever need anything to let me know.
Update profile


Description:
LMTC about enrollment, as well as chatting about the overall plan


Description:
LMTC w/ Regina about coming up w/ a plan.


Description:
Attended their annual golf tournament. I met with Henry Hendrix and Larry Holomon. They are very aprpeciative of Allegacy's premier sponsorship. Did some referrals while we were there to Carlos Pereiera for new membership and car loan.
Update profile


Description:
Rcvd return mail and updated address that was given


Description:
Updated address per returned mail.
Update profile


Description:
LMTC  about being approved for membership.  Also mentioned about scheduling an enrollment.
Update profile


Description:
Went to assist doctor with opening savings, checking, car loan and purchase.


Description:
held enrollment employee appreciation lunch.


Description:
Fed Ex 50 pkts to james Spalling per his req


Description:
Called about scheduling an appt for VA Loans


Description:
Called and LMTC about offering Allegacy offering VA loans now.


Description:
Met with Sarah Murry Stephney. Introduced Kelly gwin so she could share with her Retirement options. Sarah is also interested in payroll they currently use ADP. She also would like to do lunch and learn sessions for her employees.


Description:
Kelly Winn called and spoke w/ Carolyn and she wants to discuss retirement/403B options.  She is also interested in Lunch and learns.  Currently they have MMBB (Ministers & Missionaries Benefit Board) set up for the benefits.  Which is only offered through the church, but is open to options.  Scheduled revisit next week and will ask employees what topic they are interested in learning more about.  LMTC 10/20 and said to call me back with what products they employees want to learn more about.


Description:
Kelly Winn called but was unable to determine extension and sent her an email.


Description:
Kelly Winn called JoAnne twice but could not leave message.


Description:
Kelly Winn Called and found out that Dr. McCain retired and Dr. Kent Nastasi will replace him as SEG rep.  She LMTC
update profile


Description:
Kelly Winn called and LMTC w/ Shannon to ask Debra to call her back.


Description:
Kelly Winn contact group and said Robin is no longer there, and Carol Beaundry will be her replacement.  Currently she is on vacation and will be back soon.  LM


Description:
Gave Stephanie Vestal basketball tickets.


Description:
Visited w/ Shannon and CEO of company.  Their main office is out of Michigan, they had ADP and they are not interested in getting any quotes at this time.  I emailed flyer, and she is going to post at the time clock letting employees know of the new benefit.  Fed Ex packets to her as well.


Description:
Met w/ Monica and went over all the products and services and she was going to relay to staff.  Due to their line of work, she said there was no way to have an employee meeting.


Description:
Held initial enrollment, opened 6 new accounts, and 2 cking.  4 with Payroll ded.  

Was able to attend staff meeting over all perspective went well.


Description:
Kelly Winn visited company and referred them to JBA.  Their renewal date month is November so JBA will contact in Sept.
Update profile


Description:
Received notification from Kelly Winn that company is no longer in business.


Description:
RCVD info from Kelly Winn that company is out of business.  Marked as inactive


Description:
Per Kelly Winn, company was interested in business banking.lending services.  Referred to Gwen.  Also interested in Payroll services.


Description:
Per Kelly Winn she spoke w/ Pamela Tucker yesterday and she indicated that they were interested in info from JBA.


Description:
LMTC w/ Chris about offering membership info to staff.


Description:
Kelly Winn went to visit Theresa and she said that she was interested in Payroll option at the end of May.  Also, wanted workshops on Mort or Auto buying.


Description:
Received info from Kelly Winn that Lisa Snider is not the new SEG Rep.  I called and LMTC about scheduling an enrollment.
Update profile


Description:
Travel Solutions have went out of business and I have marked as inavtive.


Description:
Recived info from Kelly that Sandra was interested in having Bus Dev out to speak about membership opportunities.

LMTC w/ Sandra about scheduling a meeting to chat about membership opportunities.


Description:
Rcvd an email from Kelly Winn, Angel shell is the HR Admin and expressed comparing rates, on Health Care.  Renewel is coming up in a couple of months.

Payroll is ADP
401K through Chris Austin

Sent Angel an email with my contact info.


Description:
Kelly Winn went and visited w/ Ann and she mentioned she was interested in Bus Dev coming out.  I called Ann and chatted about membership opportunities.  Two possible dates, April 14 or 28 for breakfast meeting.


Description:
Received from Kelly Winn that this company is out of busniess.  Will mark as inactive.


Description:
Rcvd from Kelly Winn that this company has went out of business.  Updated in SEG Mgr and marked as inactive.


Description:
Received info from Kelly Winn about intested in workshops and membership info.  Called and LMTC about Belinda and I taking him to lunch.


Description:
Called and LMTC with him about Belinda and I taking him to lunch to discuss membership opportunities and workshops.


Description:
Printed Profile and sent to Kelly per Ray.


Description:
Jere Curtis is new SEG rep, updated and she is coming to SEG luncheon.


Description:
LMTC w/ Laura about SEG Luncheon invite.


Description:
Spoke w/ Carol and she will NOT be attending.


Description:
Spoke w/ Debbie and she is not coming to SEG Luncheon.


Description:
talked with Tom Runser regarding payroll services. He will be contacting me the first week in June to discuss.


Description:
Called and LMTC w/ Barry about enrollment with staff.


Description:
LMTC w/ Clark about enrollment and meeting to discuss Allegacy Services.


Description:
Fed Ex'd 100 membership kits to Julie Garners attention.


Description:
Novant laid off 47 workers today including the administrator for Medical Park Hospital. The medical group is located at 2000 Frontis Plaza blvd. has 305 physicians, 1,999 employees, 80 pysician assistants and 518 nurses. The chief administrator is Michele Grier and And John phipps.


Description:
WFUBMC Community Physicians have 41 physicians, 184 employees, 4 pas and five nurses. Chief administartor is Mark Pashayan


Description:
3155 maplewood Ave. 32 physicians 265 employees. 4 pas and 2 nurses. Top administrator is Kip larson Robert Varnell.


Description:
20 physicians, 175 employees. 10 pas top administrators Scott Guyton and David Janeway


Description:
20 physicians, 71 employees 4 pas and 43 nurses. Top adminsitrator is Marlene Fulp


Description:
10 physicians, 85 employees 2 pas and 15 nurses. Top administrator is Peter Donaldson


Description:
10 physicians, 72 employees, 1 pa 13 nurses Cheryl Fatzinger top administrator


Description:
7 physicians, 40 employees, 3 pas and 20 nurses. Top administrator Casey Conner
update profile


Description:
enrollment scheduled for Sept 9th at 8:30 am with Debbie Walker.


Description:
ISP sporrts has been sold to IMG Worldwide Ince. They are going to keep ISP local.


Description:
called to offer four tickets to Wake Forest Football game
update profile


Description:
Mail was returned to us.  I updated address per postal service.
Update profile


Description:
Rcvd returned mail.  Looked up new mailing address and updated w/ phone number.
Update profile


Description:
Rcvd return mail.  Updated address per google.
Update profile


Description:
Rcvd return mail.  Updated address per Google.
Update profile


Description:
Rcvd return mail.  Did some research and they filed for Chap 11 Bank.  Changed to inactive


Description:
visit scheduled with Laura with Doug Brewer


Description:
Met with Cathy Spates and took doug Brewer out to meet her.


Description:
sent to Laura the information on our debt consolidation program that she requested and also the mortgage seminar lunch and learn information. Waiting to hear back from her and what they want to do.


Description:
Took Chris out to lunch, and invited Doug Brewer to attend.  She mentioned the benefit fair that is usally held in May has been moved to Oct.


Description:
LMTC w/ Carol about a meeting to go over participation.  Offered to take her to coffee.
Update profile


Description:
LMTC w/ Evette and asked to schedule a meeting to discuss participation.


Description:
Benefit Fair is Scheduled for May 4 2011
update profile


Description:
Spoke w/ Cathy and she said that they are not interested in scheduling a meeting for her employess to discuss Allegacys offerings.  She said she would call us, if she needs us.


Description:
LMTC w/ Cynthia about scheduling a meeting to discuss participation.
Update profile


Description:
Chatted w/ Jenny and she said that her husband has a small business.  They are looking at options for a checking account, they are being charged high fees where they are.  I referred her to Gwen and they discussed options.  I also talked with Jenny about enrollments, and other Allegacy Services opportunities.  She said that she would get with Sharralynn and get back with me.
Update profile


Description:
LMTC w/ Regina about scheduling an employee participation meeting.
Update profile


Description:
LMTC w/ Amy about scheduling a meeting to talk about participation and Allegacy Services.

Updated HR rep to Amy Heath


Description:
LMTC w/ Michelle to schedule appt about participation, and Allegacy Services.
Update profile


Description:
Spoke w/ Tim and he said that they do not need an onsite visit at this time.  Everything is running smoothly and they are still handing out our packets when new hires are hired.  

Spoke w/ Deborah, and she req 50 new packets to be mailed to her attention.


Description:
Spoke w/ Sallie, told her I would like to schedule an onsite visit.  She is going to touch base with me on Thursday/Friday on dates.
Update profile


Description:
LMTC w/ Angela about scheduling a meeting about participation and Allegacy Services.
Update profile


Description:
Contacted Angel and asked to schedule a meeting to discuss participation and Allegacy Services.  She said that they are not interested in making any changes at this time, and she would notify us if anything changed in benefits or payroll needs.


Description:
Mailed updated packets to Monty Swicegood, they already use Co-Operative and JBA.
Update profile


Description:
Called and LMTC w Cathy about Feb meetings to inroduce Allegacy to employees.


Description:
Spoke w/ Janice and we are going to schedule an enrollment on a quarterly basies.  She is going to contact me back after speaking to the supervisors.


Description:
Sent Joanne an email to schedule a meeting to discuss the participation bt Allegacy and Salvation Army
update profile


Description:
Emailed Cathy for dates for Feb.  She emailed me back and said that she was going to check with Tim Trembly and would let me know.


Description:
RCVD a call from Billie at Cancer Services asking about merchant services, and how close to Health Savings Accounts we were.


Description:
Rcvd email from Noel about attending Wellness fair on 03/31


Description:
Filled out paperwork to attend Wellness Fair, and emailed back to Noel.  Formed a committee to work on a financial check up for the employees.  Meeting w/ Jenni on 03/15 for idea after the questions are received.  Next step put together the survey and email to Noel see if this is something she will be on board with.


Description:
Rcvd an email to send packets for new hire orientation.. I went and personally dropped them off to Ann Ingram.  She is having her second grandchild in May.
Update profile


Description:
Sarcanda set appt for 03/18 @ 8:00am.  I met with Amanda and explained the CU offerings.  They do not offer dir dep, looking to offer ACH.  They were going to meet with Doug/Gwen & Sam as well.  

Gave her sales packet and explained the process and paperwork.


Description:
RCVD name and number from Tony, and was asked to call regarding SEG opportunity.  

Called 3/15 LMTC w/ Amanda

Called 3/18 LMTC w/ Amanda


Description:
RCVD email stating wellness fair on 04/05.


Description:
Wellness Fair on April 5 from 10-3, in Benson Room 401.


Description:
Requested check for registration fee for $300.00.


Description:
RCVD notification the check was made to the wrong person, so she is mailing the check back.  Once rcvd check, will ask May to recut check made payable to Wake Forest.

Update profile


Description:
Carey and I delivered coffee and mu. Updated seg information. This seg is over two locations


Description:
Rcvd a voicemail from David Taylor, returned call and LMTC.

Updated:  Rcvd phone call back, updated Seg Rep to David Taylor from Chip Morgan.


Description:
Rcvd an email from Niki req updated packets.  Will drop them by 50.  Mentioned we would like to come onsite and talk about benefits of Allegacy as well as specific topics.  She took my direct number down and said she would consider this.  She said that the challenge is choosing a time and everyone attending.  Since there is ALWAYS some afternoon activities.


Description:
LMTC w/ Julie Garner to invite her to DASH Baseball game on 08/05 or 08/26.


Description:
LMTC w/ Sandy to invite her to DASH game on 08/05 or 08/26.


Description:
Sent an email to Debbie inviting her to a DASH game on 08/05 or 08/26.

RCVD return email, address was wrong.


Description:
Invited Chris to DASH baseball game but she will be out of town.


Description:
Invited Janice to go to the DASH baseball game.  She will be out of town.


Description:
Sent email to Theresa inviting her to a DASH baseball game.


Description:
Emailed Lori and invited her to the DASH game.

Accepted for August 26th


Description:
LMTC w/ Susan inviting her to DASH baseball game.

Rcvd phone call back and she is not interested in going to a baseball game.  She said that they are 'good' at this point.


Description:
Emailed Cathy invited her to DASH Baseball game.

She Accepted and is going Friday, Aug 5th.  I will drop tickets off next week to her.


Description:
Emailed Karen about tickets for the DASH for August 5th or 26th.

Karen is going to the game on the 26th.


Description:
Emailed Pam and invited her to DASH suite for Aug 5th or 26th.

Rcvd email back, she wants tickets for the Aug 5th game.


Description:
Emailed inviting her to the DASH games on Aug 5th or 26th.

Accepted for Aug 5th.  Sent her son to the game, her sis in law is ICU @ Baptist.


Description:
Emailed Melanie about tickets to the WS Dash games on Aug 5th and 26th.


Description:
Asked Kathy is she would intersted in DASH tickets, she said she will be out of town this weekend.


Description:
Called and invited Cathy to DASH game, she accepted.  I gave her 4 tickets.


Description:
Mike and I visited this seg,  Left coffee mug. Will check back,


Description:
Mike and I visited th is Seg. Did not get chance to talk with Julia as she was on phone. Need to check back with her another time.


Description:
Mike and I visited this seg…talked with Quida Campbell. Company was bought out by Advanced Draining Systems out of Hilliard, Ohio in April 2010….left information with Office Manager. Need to check back.


Description:
Mike and I stopped by for relationship building. Left a mug and pens. Would like some packets given to them.


Description:
Lisa and I took cookie tray to relationship build with seg. She prefers not to have materials laying around. Does like the emails with the flyers and specials.


Description:
Mike and I took coffee mug and pens to them. They do not need anything at this time.


Description:
Denise & Jennifer took pastry tray to this seg.


Description:
Lisa & I visited this seg and treated them with cookie tray. They would like some packets and flyers.


Description:
Emailed Marc req a letter of name change so I can submit to NCUA.

Also, asked for the date for the benefit fair.


Description:
Rcvd email regarding benefit fair, it is confirmed for November 1st.


Description:
I called and LMTC w/Oralia Johnson (maybe new Celeste?)  about discussing Allegacy's & Remington partnership.

Played phone tag with Oralia, finally spoke w/ her.  Planned a lunch meeting on Friday, September 9th @ 12:30.


Description:
Denise & I visited this seg with a tray of goodies. The seg rep mentioned they have 2 events a year.


Description:
Denise and I went to this compamy and no one answered the door. May need to call this one.


Description:
Denise & I visisted this seg with a pastry tray. They were happy to see us. Need to send updated packets and updated phone list. They had some really old info.


Description:
Densie & I visited this seg with a pastry tray. Mr Patterson was a little stand off ish. Didn't have much to say to  us.


Description:
Denise & I visited this seg. Mary Ann Hehl said we can come anytime and set up in break room. Will call in two weeks.


Description:
Denise & I visited this seg with a pastry tray. Stated they had benefits fair end of October. Wachovia and BB&T will be there. Need to call back and  schedule to be at Benefits Fair.


Description:
Renee & I took a tray of goodies to this seg. We may have to do some damage control with them because it has been quite some time since we have been there.  Renee did receive an email from Sharon stating they would be in contact with her to set up date for open enrollment.


Description:
Renee and I took goodies to this seg and spoke with store manager about coming in for a staff meeting.She is going to check on dates and be in contact with Renee. Staff Meetings are from 12 am to 2am.


Description:
Renee & I took goodies to this seg. On 8/31 Renee phoned and asked about staff's open enrollment.


Description:
Renee & I took goodies to this seg. Spoke with Peggy Winiarczyk the clinical supervisor.


Description:
Renee & I took doughnuts to this seg and spoke with girl in office. Bryan was not there that day, office girl would give him info. Renee lft message


Description:
Renee & I took doughnuts to the seg and spoke with Linda Mason….very good conversation. She called Teresa Carter admin at Medical Park to let her know we would call to talk about their enrollment over there.. Teresa"s number is 718-0790 or 0290. She also wanted to know why we didn't have an ATM at Medical Park as many employees go there to eat lunch during day and there is no ATM in the Building.


Description:
Renee and I took a tray of goodies to this seg and got to speak with Jackie. She was very receptive to us coming in September to the new hire orientation. We have a visit scheduled for 9/6 to set  up and talk with new hires.


Description:
Renee and I took tray of goodies to this seg. She was very receptive to our visit and we have scheduled a visit for 9/22


Description:
Renee and I took goodies to this seg. Sent Renee an email that at this time no one needs or is interested.


Description:
Renee and I took goodies to the HR department of health care…not in the same building. They have sign ups every other week and we sent an email  on 8/30 requesting a date for sign ups.


Description:
Lisa and I took cookie trays to this seg.


Description:
went to visit seg with pastry tray from Salem Kitchen


Description:
Joey and I  attempted to visit with seg manager. She is out of office until 9/22. They had an employee benefit August.Need to follow up with email.


Description:
attempted to visit with Seg Manager-unavailable-obtained business card.


Description:
visited with seg manager=she stated they do not offer health benefits at this time to employees-may want to have someone from JBA call. They prefer to give out info at employee meetings. Not receiving any info from AFCU through email.


Description:
visited with seg-seg manager was out of office-obtained business card. Need to follow up with email


Description:
Tommy & I visited this seg, took Salem Kitchen tray. We did not get opportunity to talk with Mark. Need to follow up and see if we can come in and talk with employees.


Description:
Tommy & I took pastry tray from Salem Kitchen. Got a chance to talk with Dana St Claire has taken on the role. He agreed to let us come in and do presentation soon. Need to follow up.


Description:
Tommy & I visited tand spoke with president. They do their own payroll and JBA does their benefits. Told him would love to come and talk with employees if they have a time.


Description:
Tommy & I delivered goodies tray and spoke with David about doing something for employees. They get together with employees who are nationwide in April.


Description:
Tommy & I visited this seg….did not get to speak to rep. They have benefits presentation in  July.


Description:
Latoya & I visited and left goodie tra,.did not get to talk with rep. Will follow up with lunch.


Description:
Latoya & I had converation with Dennis. They are now managed by Liberty out of Wilmington. Still partners with Novant though. Very imformative meeting. Uses Allegacy at Benefits Fair.


Description:
Latoya & I visited this seg and left goodie tray.   Did find out that Beth Sanders is the new contact and Teresa Bell is no longer there. Very brief interaction.


Description:
Latoya & I visited this seg and did not get to talk with owner. She was not in.


Description:
Lisa & I visited this seg with tray of goodies. Don Angel sold this Super 8 to Mark Kothadia. Need to take packets and flyers of specials so he can share with employees.


Description:
Carey and I stopped in to visit this seg and leave a mug with goodies. The Seg rep Donna Francis is also the rep for both Huntersville and Concord.  This medical facility is with Novant and will be part of the Novant Fairs in October.


Description:
Carey & I visited with Seg and talked about the October Novant Fair. They are part of Novant and will  be involved.


Description:
Carey & I visited with Seg. Seg rep out of office until 9/20. Left coffee mug with Carey's business card.


Description:
Carey & I tried to visit company…no longer located in Huntersville. Website did not show any locations in NC. They have offices in Texas and california.


Description:
Carey & I attempted to visit with seg rep. They would not provide office manager info and not open to discussion. This is a Novant-Presby seg.


Description:
Carey & I spoke with receptionist  Donna in the parking lot. She stated Kim Brewer is still the contact and would see us by appointment only. Gave her cookies, coffee mug and Carey Business card. Carey will follow up in 3weeks for appt.


Description:
Carey & I visited this seg. Will only see by appt. Charlie is still our contact and Carey will follow up with call in 3 weeks. Left cookies and coffee mug with Althea, receptionist.


Description:
Carey & I visited this seg and spoke with receptionist, left coffee mug and business card. Tom our rep will only see by appointment. Need something on letterhead as the name of company has changed to Toyota of North Charlotte. Will check back in 3weeks.


Description:
Carey & I visited this seg and spoke with Phyllis. Gave her 2 membership folders and coffee mug. She stated that Alain was just complaining about BB&T nickle and diming them after all the years they have banked with them. She also stated they do borrow money when they add newspapers. Sent email to business services about possible opportunities.


Description:
Carey & I visited and spoke with Pam Tesh. Left coffee mug and cookies. Pam made the comment you still have no locations around here..


Description:
Carey & I visited with Seg and spoke with office manager. They are part of Novant and will be at the Novant Fair. They have moved and I updated the address.


Description:
Rcvd a call from Cathy about opening an account for the PTSA at her childs school.  I f/up w/ her via email and told her I fwded her info to Angela Wallace.  I then emailed A Wallace and asked her to cotnact her about her req.

Acct has bee opened and they are pelased.


Description:
Eugene & I stopped and left some doughnuts for seg.According to seg rep the best way to get them info is by newsletter. Have had several employees leave and will be hiring soon. Most existing employees are members of Allegacy according to Barbara.


Description:
Eugene & I visited seg and left doughnuts. Best way to give info is at lunch or before 7:30. They have 4 full time and 2 part-time employees.


Description:
Eugene & I dropped off doughnuts and a mug. Eugene phoned all his segs and best to give info face to face or mail with handout.


Description:
Eugene & I dropped off doughnuts to seg. Eugene had called all his segs and this one said is is best to do a lunch presentation. Need to follow up and schedule a presentation


Description:
Eugene and I visited seg and left doughnuts. He had already talked with Marian and best wat to give info is in staff meeting. They will advise on a date to Eugene. They have 12 employees.


Description:
Tommy & I visited this seg and left goodie tray. Spoke with Sherrie about coming and talking with employees. Need to follow up with email


Description:
Joey & I visited with Seg. Updated some internal info. They have had a name change to Solstas.   Called and asked for letterhead with name change. They do their own payroll.Linda Swaim is receptionist…very helpful and an Allegacy member.


Description:
Latoya and I visited this seg and left a pastry tray. Alicia was not available to speak. Left tray with Judy. This co had a name change to Oak Forest Nursing Center. I called and left message with Alicia asking for letterhead with company name.


Description:
Eugene & I visited this seg with doughnuts. According to phone call made prior to our visit the best way to receive info is with newsletter. This company has had a name change to Break Through Physical therapy Services.Phoned and asked for them to fax something with name on letterhead.Recieved letter head9/27


Description:
Oralia called and cancelled.  I have LMTC to reschedule lunch with her.


Description:
Took Cathy to the Dash game and she did not act very interested in chatting with me.  She is still no interested in scheduling a meeting to chat with her employees about the HM and Allegacy partnership.


Description:
Took a dessert tray to Barry and dept.  He was not there but gave it to Amy Leonard.  They were extremely thankful.  Rcvd 'thank email from Crystal Spicer (who does there payroll).


Description:
Emailed Melanie to invite her to lunch to discuss the upcoming benefit fairs.


Description:
Took a dessert tray from Salem Kitchen to Kathy and staff to enjoy.  She mentioned that we would need to chat about setting a date for an enrollment.


Description:
Mailed quarterly Bus Dev letter, announcing new campaign.  Addressed and signed each letter, and mailed bus card.


Description:
Carey and I visited this seg, met with receptionist in parking lot. Carey will follow up with email in three weeks.


Description:
Carey and I visited this seg. Charlie Furr is still seg rep and will see us only by appointment. Carey will follow up with email in 3 weeks.


Description:
Latoya and I provided salem kitchen tray for seg….spoke with Rhea  Teague who manages off University and Kernersville. Also met Gail Miller the clinical supervisor. Their corporate office is in Charlotte. CME physician is payroll provider. The next team meeting is December 4th. Need to follow up with email and set up a time for us to come in and talk with staff.


Description:
Left tray with receptionist, Chris was traveling.


Description:
This company moved to Robinhood Road…need to follow up and possibly reassign to Trey.


Description:
Lisa and I took desert tray to seg. The seg rep was not in…Vanessa and Sue offered very little info. She did not want to talk to us. Will follow up with email to Vanessa.


Description:
Lisa and I visited this seg.and delivered pastry tray Did not get to speak with seg rep but talked with office assistant. Asked if we could come and set up to talk with employees. Since seg rep not available need to follow up with email.


Description:
Lisa and I delivered pastry tray. Did not get to talk to seg rep but spoke with office manager. Need to follow up with email. Did find out they do in-house payroll


Description:
Delivered pastry tray and spoke with lady at front desk as seg rep was not in. Did find out they do payroll in house and business acct currently at BB&T. They do their benefits renewal in June and July. Need to follow up first of year with email.


Description:
restaurant inside the Brookstown Inn. Mr Angel owns the Brookstown Inn. General manager of hotel  is Steve Lawson. Need to follow up with email to Claudia who is over the Cotton mill res. Need to follow up with email


Description:
Tommy and I delivered pastry tray to seg. Spoke with Gail and she mentioned that JBA was wonderful and had been there that week. Need to follow up with email to see if we can come in and do presentation.


Description:
Tommy and I delivered pastry tray to Bill and got to speak with him. Told him we would love to come and talk with employees. Need to follow up with email and packets to him.


Description:
Trey and I delivered pastry tray to seg. Did nto get to speak to seg rep but with receptionist. Let badge pulls and pens. Trey sent follow up email and thank you. Need to see if we can come in and set up and talk with employees


Description:
Tommy & I visited with seg. Only two employees. Spoke with receptionist about car loan and che cking. Tommy will follow up with email to try and capture lower rate for mbr on car loan.


Description:
Tommy and I delivered pastry tray and they had just lost a long time employee. Will follow up 1st of November to see if we can come in and talk with employees.


Description:
Tommy and I delivered pastry tray and spoke with seg rep and president about Allegacy. Asked about credit cards and also told them we may be able to save them money on business services. Need to follow up with email to Steve to see if we can talk further.


Description:
Tommy and I delivered pastry tray tp isp. Seg rep out of town, spoke with receptionist. This seg has had a name change. Need to follow up with email to anna barton. Did receive envelope with new name and forwarded to Jenn in BD.


Description:
Denise and I delivered pastry tray to office. Linda our rep did allow us to come in and talk with her. They are affiliated with Baptist.


Description:
Presentation 1. Met with approx 30 employees to present credit union. 10-12 came up to talk with us about AFCU. Discussed mbshp, checking, mortgage and consolidation loan. Had a mbr come in and apply for mortgage,checking and mbrshp.


Description:
Renee' and I visited and spoke with Al Height as David Taylor was not in.  Renee' followed up with a email and David said he would let her know if they needed anything from us.


Description:
Renee and I delivered doughnuts to them. Have changed seg rep to Rebecca Southard. Also followed up with email and they requested some packets and brochures.


Description:
Renee and I delivered doughnuts to seg.  Did not get to talk with seg rep but sent email to her next day. She has not responded to email as of yet.


Description:
Renee and I left doughnuts for seg rep Tom who was at lunch. Followed up with email and at this time no response


Description:
Renee and I took doughnuts and spoke with Cindy Martin the clinical secretary. She stated she would give messge to Debbie. Renee followed up with email and have not heard back yet about seg visit.


Description:
Renee' and I took doughnuts to this seg and had a chance to speak with chris leggette who gave us a name ofSarah DiGloria and her email. Chris is going to get back with us with a date to come in and talk with employees.


Description:
Denise and I deliverd pastry tray to dealership. New contact name-Brenda Armstrong. Said she would talk to boss and thought it was time for us to come speak with employees as they have some new folks who are not aware of AFCU. Need to follow up with email.


Description:
Denise and I delivered pastry tray for seg. Rhonda Bunker the seg rep was too busy to speak with us.Looks like we may need to email and set up appointment to speak with them.


Description:
Carey & I delivered coffee mugs. Spoke with office receptionist as office manager had just left for meeting. Will follow up with email.


Description:
Carey and I delivered coffee mug gift set and spoke with receptionist. Sherry was out for lunch. They now have five locations. Will followup with email to see if we can talk with employees.


Description:
Carey spoke with Tracy. They rarely have employee meetings but have lunch and learns in past and are open for doing more of them…she is just concerned about our locations being inconvienent. Told her about remote options. Fax, email and service centers.


Description:
Carey and I visited seg and spoke with HR manager Larry…who was the nicest AFCU supporter I have spoke with.  They are trying to get another health fair approved for this year as he is hiring about 40 employees soon. Took updated packets to him and will follow up with email or call


Description:
Denise and I took pastry tray to  this seg but rep did not have time to talk.They had no idea who we were and said they did not have benefits fair but would not mind if we came and set up to talk to employees. Will follow up with email /call


Description:
Denise and I delivered Pastry tray to seg and spoke with new rep Kim. She was very interested in us coming in. Will follow up.


Description:
Jennifer Lee is our new contact.  Chris Halterman is no longer employed.  Updated info and called and LMTC to take Jennifer out to lunch.


Description:
Mailed New Hire Pkts per Sharon King Req.  She is over New Hire training.


Description:
LMTC w/ Tracy Ashby about catching up with her about CU offerings and the Budd Group.


Description:
LMTC w/ Quinton, my intentions are to get an enrollment scheduled.


Description:
Chatted w/ Cathy and we are trying to coordinate a lunch.  They are so busy with the aqusition.


Description:
LMTC w/ Amy Brown about catching up with Allegacy and John S Clark.


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LMTC w/ Angela about partnership with Logan and Allegacy.


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LMTC again w/ Angela about partnership.  I am going to do a 'drop' by with goodies next time.


Description:
Invited Barry to the DASH babseball game.
He had a conflict, said 'Thanks!'


Description:
Dropped off Updated new hire packets as requested.


Description:
Learned that Barry is no longer employeed by Medcost, I am not nore sure who my new contact would be.  I sent an email to Chrystal Spicer and asked her to lead me in the correct direction.


Description:
Dropped off cookie trey for her and her staff to enjoy.


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LMTC w/ Stephanie about partnership with Allegacy.


Description:
LMTC w/ Stephanie again.  I will drop by a goody next time.


Description:
Had lunch witl Melanie, she is expecting in January.  We chattedf about the savings opportunity a little more.  Employees are taking hardships out of the 403B or loans.  Some are not paying the bills at all.  Talked with her about our savings account with pay ded options.  

Met w/ Jenni and asked for some materials about savings accounts and pay ded flyers for benefit fairs.


Description:
Had a meeting this morning about Novant loan brochure.  Cheryl Grant, Chrytal, Ken, Erin, Sam and myself attended.  Larry McGee sits on the board and approaced Ike with this opportunity.  The loan we are going to offer is a PU loan, and Sam is going to come up with a sample or example to go in the brochure.

I called and spoke w/ Melanie about the questions and she sent to to Travis ext 6635.


Description:
Chatted w/ Cathy and she requested some badgepulls.  I dropped them off to her.


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LMTC w/ Clark about chatting with partnership of Allegacy.


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LMTC w/ Oralia about rescheduling lunch, I really think there is opportunity here if we can ever catch up.


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LMTC w/ Janice about partnership with Allegacy.


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LMTC w/ Nancy about partnership w/ Allegacy and Summit.


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IceCream Social for Targacept.  Got to see about 100 people and talk about Allegacy and the products and services that we offer.  I think we will get some good business out of this.

Gave Lori 50 new hire packets.


Description:
Emailed Lori a flyer to post on their intranet to promote Allegacy.


Description:
LMTC w/ Sandy about partnership with Allegacy


Description:
Invited Sherry to the Dash game, she was unable to attend.


Description:
Karen request 13 more flyers to send to other branches.  I mailed these to her and told her he would send 13 out for now on.

She noted that there will be 16 total after the first of the year.


Description:
Exchanged some email convo with Cathy and we chose a date for the enromment to the employees.  11-10.  I will take doughnuts to the event.


Description:
Mailed some new hire packets per Janice request.


Description:
Joey and I visited seg with trays from Salem Kitchen. They do not allow partners to come into new hire orientation because they don't have enough time. Would like badge pulls and Allegacy at work packets.


Description:
Joey and I took desert tray to Seg. Have had name change to MHA of the Triad. Will let us know if they need something


Description:
Joey and I took desert tray to seg. Debbie stated they do employee company benefit in Nov , early December. Need to follow up with email and see if we can attend. They also have 4 other locations.


Description:
Joey and I visited this seg and Linda Whitaker the seg rep was not available . Need to follow up with email


Description:
Renee  and I delivered trays and spoke with one of the ladies in the office, office manager was not in. They were all AFCU employees and very positive about CU. Renee will follow up with an email.


Description:
Renee and I visited with trays from Salem Kitchen. Spoke with Kathleen Sides. They have a very small office…. She  stated they are happy with theirn FI right now but  will keep us in mind if anything changes.


Description:
Renee and I delivered trays from Salem Kitchen and spoke with Heather. Renee will follow up with Heather and she will get with Angela the seg rep.


Description:
Renee and I delivered trays and tried to talk with Pat our contact. She stated they were good at this time. Told them we would be glad to come and talk with employees anytime/


Description:
Renee and I delivered  trays and spoke with Christy the office manager. Renee will follow up with email.


Description:
This is a one person office. Delivered trays  and spoke with Joan, she is usually the only one in office.


Description:
Renee and I took trays and spoke with John at front. John said our contact is Bruce Winfrey. I have update info and we will follow up with email to Bruce.


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Renee and I delivered tray and spoke with Sandra who is our contact there.


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Renee and I delivered trays to them and did not get to talk with Seg rep Leonor. Sent follow up email and got out of office reply.


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Mailing of Introduction Letters to all companies


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Cathy and I met with Ed Kelly to discuss his group affiliation with Allegacy. He is a friend of Ike Keeners. We told him about our program and he told us about his business. He told us to check back in january 2007.


Description:
RCVD an email from Kelly Cozart stating Herman Denny requested more mbrship kits packets.

Fwded the email for Denise, and mailed new pkts to him.


Description:
Left message for Rhea with Robin doesn't have vm to transfer me to


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Spoke with Heather about the Benefits program and Courtney Cardwell handles this now she will have her to give me a call to schedule lunch/meeting


Description:
Spoke with Jodi and she will get with Beverly to look at schedule so that we can look at lunch next week will email me back today


Description:
Left Message for Shannon to return my call looks as though he covers GSO and WS


Description:
See notes on GSO Bayada Spoke to Shannon Scheduled on the 26th at 11:30 to talk in Winston


Description:
Emailed Debbie to schedule a time to meet

Scheduled Visit for employees 7/11 Lunch and Learn Get Financially Fit with Allegacy! 12-12:45
Will contact 2 Day Before to get the RSVP on that Monday


Description:
left a message for Barbara to return my call


Description:
Spoke to Pragna and she stated that things are just to busy right now to call back and look at scheduling time around September will add to calendar.


Description:
Natalie Cook is no longer with the company Website needs to be updated Helen Rhein Handles Benefits Administration and Payroll lm for return call


Description:
Spoke with Jordan Alred, picked up paperwork for a new HSAaccount took to Dep Ops to open. Kathy Goliszek emailed me regarding a physician wanting to switch all banking to AFCU, called Physician back and she had no voicemail, emailed her to set up appointment.


Description:
Met with Rob Spaugh, along with Doug Brewer, to refer contact to business lending. Rob is interested in letting someone from AFCU to speak at their monthly meetings at the Piedmont Club. Also, he is going to let us put a reminder of the Credit Union benefit into their montly newsletter, we want to highlight Business Solutions since they are a group of Small Business Owners. I put in a marketing request 1/28 for that verbage.

Doug has followed up on the lending piece for our contact and will keep me posted on the progress.


Description:
Met with Amy Phillips and Glenn Flaherty regarding our relationship with them. They had LOC questions and I had Judy Cobb contact Amy to resolve. They had a meeting scheduled with Bob Sari to discuss business lending. Amy expressed concerns with our wire process and I followed up with Deposit Operations to ensure that we are offering her the most help we can.


Description:
Scheduled Meeting w/ Pat Olsen for Friday 02/1 @ 10:00

Met with Pat and he gave me some useful information for the SRCU.  I am going to attend the Reynolds Review on Monday, February 11th @ 6:30 to promote the SRCU.

He mentioend that I would be able to set up a table at the quad during the month of April, I will add this to my calendar.


Description:
Met w/ Rodney Bass at North to chat about SRCU ideas.


Description:
Went and met with owner, Debra to discuss business accts. Scheduled visit in February with employees. She asked about payroll and also expressed colonial penn offered individual insurance and afflac for her employees. Sent email to Julie with some questions.


Description:
Met with Kim Flippin. She provided me with a list of updated members that she has via payroll. She also requested 4-5 new member packets which I will drop off Monday 2/4. She is interested in doing workshops, both for the employees and the administrators.


Description:
Met with the adminstrator, hr admin and payroll admin. They are very interested in AFCU being on site to do lunch and learns and service employees. Also they are contracted through this year for their benefits, but were really impressed with all the services we have to offer. Dennis is taking this to the board on the 20th of Feb and they will be in touch. Also I asked Cyndi for the list of employees as they are no longer part of Novant and I would like to code them with their group. I will follow up with her in a few weeks.


Description:
Dropped off candy jar to Lisa Cain, spoke with her briefly. She is wanting to do another workshop/membership sign up in late spring/early summer. I will follow up with her in late April.


Description:
Dropped off Candy Jar, was not able to talk with Sherry Quate, will follow up with an additional email.


Description:
Met with Amanda Gordon to update information and introduce myself to her. We are going to plan another workshop for mid-April. She would like to do these quarterly. I am going to send new member packets with Sarcana (JBA) on Feb 13th since they have a meeting. Also, Ralph Miller administers a Simple IRA for them. I am going to get numbers from him to update/recode members so that stats are correct. Amanda will also let us onsite at benefits renewal, we will piggy back on JBA/AIG to also let employees know about the CU benefit.


Description:
Name has changed to Siemens, I called and asked to meet w/ Vanessa about the partnership between Siemens and Allegacy.  She was quick to mention that she would need to speak to her manager and invite her.  I offered to take them to lunch if that would work for their schedule.  She said that they put our info in the new hire training and asked if we still needed to meet.  I said yes, that it would be great to still meet and introduce ourselves and talk about all that Allegacy has to offer.  She said that she would call me back after she spoke to her manager.  I did mention I am sure that our info has changed may I get her some updated info, she said yes 100.  I will drop these off and hope she calls me back.


Description:
I asked Tony if he would be interested in Wake basketball tickets for Sat Feb 9th @ noon.  

He replied and said that he has plans.


Description:
I emailed and asked Crystal if she would be interested in going to the Wake basketball game on February 9 @ noon.

She replied and said that she already had plans, thanks for the invite.


Description:
Offered Wake basketball tickets to Susan.


Description:
Sspoke with accountant at company. They were getting ready to buy a company car and called me. I have sacheduled lunch with her at end of month and invited Gwen to go along.


Description:
Dropped off candy jar with Ralph Miller, wanted to speak with David Taylor about workshops, however he was out to lunch. We left information and I will follow back up with him.


Description:
Offered Wake basketball tickets to Kathy and they already had plans to keep her in mind.


Description:
Offered Wake basketball tix to Nancy, and she already has plans this weekend.


Description:
Sent email to Al to see if I could take him to lunch and talk about what AFCU can do for Calvary.


Description:
Delivered candy jar to company. Carrie Stankwytch was not in. Receptionist told me that they are merging with Graphic Vision Solutions and moving to Greensboro.


Description:
Delivered candy jar to Gale Marett. She was really busy. Will follow up with an email.


Description:
Delivered candy jar for Debbie Alford. She was not in. Did talk to receptionist about auto buying and our auto loans. Follow up with an email to  Debbie.


Description:
Delivered candy jar fro Tiffany. She was not in. Talked with receptionist. Need to follow up with Tiffany. .


Description:
Delivered candy jar to Liz. She stated she was really busy. She had the email I sent and said she was going to have me come in the spring to talk to guys. May need to be breakfast time before they go out.


Description:
Emailed Lyn about scheduling a meeting to discuss out partnership and options.


Description:
Met with Joe Childers to share ideas for driving membership, he is very excited about our involvement with the school.


Description:
I ran into Ran at Target and chatted with her for a few min.  She said everything was well.


Description:
I ran into JoAnne at Target and chatted with her for a few min.  Everything is well at work and she will keep me updated if she needs anything.


Description:
Rfecieved email from Al stating at this time they did not need to meet with us or need anything.


Description:
Rcvd a request from Pam about options for Education Savings accounts.  I fwded the request to Dan in the investment group.


Description:
Offered Wake tix to Cathy and her boss Kathy Lackey took the tix.  She attended the game and was thrilled.


Description:
Renee and I delivered trays and did not geat to speak with manager as she was out of office. Renee will follow up with email.


Description:
Renee and I delivered trays to seg and did not get to speak to rep. Followed up with email and waiting on response.


Description:
Renee and I delivered trays and got to speak with Frances of payroll.. She stated she would contact the two managers I in Winston and one on University to see if we could join one of their managers meetings. Both of those folks in front office had questions for us about AFCU products.


Description:
Eugene contacted this seg . Best way to contact them with info is through News letter.Stated they have had several employees leave. Will be hiring soon.


Description:
Eugene phone and best way to give info is at lunch or before 7:30.


Description:
Eugene phoned and best to give face-to -face or mail with hand out.


Description:
Eugene phoned and best way to give employees information is at lunch presentation.


Description:
Eugene phoned and the best way to give employees info is to join a staff meeting. Eugene will follow up with an email.


Description:
Eugene phoned this seg and they stated best time to share this info with employees would be at lunch or before 7:30am


Description:
Delivered coffee cup and coffee to seg rep Felicia who is out of iffice until 9/20/11. Carey left business card. Need to follow up with email.


Description:
Carey and I delivered coffee and mug to seg rep. Spoke with receptionist in parking lot. She stated Kim is still contact and would see up by appt only. Carey will follow up with seg re[.


Description:
Carey and I delivered coffee and mug to seg rep. Will see by appt only. Carey will follow up with email.


Description:
Carey and I delivered coffee and mugs. Spoke with Larry for 45 minutes. He is an avid AFCU supporter and would love for us to come in. He will check and see if he can make this happen. Also mentioned he had about 40 employees he is getting ready to hire.


Description:
Carey and I delivered  coffee and mug and cookies . Spoke with Pam still commented on no locations around them. Did not seem very interested in AFCU.


Description:
Carey & I delivered coffee and mug with business cards. Spoke with receptionist. Tom Wilbur will see by appt only. Carey will follow up with email in 3 weeks.


Description:
Carey and I delivered coffee and mug. Spoke with receptionist. The office manager Sandy had left for a meeting. Left Carey's business card.


Description:
Carey and I delivered coffee and mug. Sherri the seg rep was not available. We spoke with receptionist, they now have 5 office locations with approx 80 employees.


Description:
Carey and I delivered a coffee mug set and left Carey's business cards. Spoke with Tracy and they rarely have employee meetings, but they have done lunch and learns in past and open to doing more of them. Their concerns were about our inconvenience/meaning locations for them. Told her about remote options: fax, email and service centers.


Description:
Lisa and I delivered trays to seg. They are currently in the remodeling process. She will call if she would like us to come nack and speak to employees.


Description:
Lisa and I delivered tray s and spoke with Verna Shore. She said she would like for us to visist on a payday. They are paid semi- monthly on 10th and 25th. Shift changes at 3. Checks given out at 2.


Description:
Lisa and I delivered trays and spoke with Jackie Wilkins who is sthe new admin. Very nice. The club is now owned by Textgron Financial. Oasis Outsourcing are theie benefits, payroll is also outsourced.


Description:
Lisa and I delivered desert tray and spoke with Michelle Jones. Home office in Salisbury. Direct Deposit required for employees. Bi weekly payroll need to set up time to go out and be on site…should be a payday.


Description:
Latoya and I delivered trays and spoke with receptionist Glenda. We received Kathy's card. Did not get to talk with Kathy.


Description:
Latoya and I delivered tray and spoke with owner. He had questions about his rent checks he takes to her location. He did work for AFCU when he transferred from RJR.


Description:
Delivered cookie tray to Seg. They use JBA % cooperative already. Angela in HR is contact person.


Description:
Delivered pastry tray and spoke with owner who was working on a car. Tammy our rep was not in. Left a packet, business cards as well.


Description:
Latoya and I delivered pastry tray and spoke with Debbie. Updated info in seg manager as well


Description:
Lisa and I delivered desert tray and spoke with Anne Ingram. She is the HR Admin. This Clemmons staff has 11 employees. Their HR department is in Piedmont Plaza.


Description:
Lisa and I delivered pastry tray. We were not able to speak with Shelia but did receive her email


Description:
Lisa and I delivered pastry tray and spoke with Liz. They currently have business loan with BOA tied to bonds. Checking acct with BOA. Seemed interested inAFCU's money market and CD's


Description:
Lisa and I delivered a pastry tray and spoke with  manager. Told them we would be glad to come out to a company meeting.


Description:
Lisa and I delivered a pastry tray and was not able to speak with Roberta. Need to follow up with email. Did get some basic info from front desk.


Description:
Joey and I delivered pastry tray andspoke with Randy Bray. They do meet on occasion where all staff gets together. Need information to hand out to employees


Description:
Joey and I delivered trays. Collins Fulcher was unavailable. We obtained business card. Need to follow up with email


Description:
Joey and I delivered pastry tray and spoke with Rebecca James the HR Manager. She gives our information to new employees. They do not have meetings.


Description:
Joey and I left pastry tray as Cynthia was unavailable. Joey obtained her business card. Need to follow up with email. Her line is 299-4400 x4309.


Description:
Joey and I delivered a pastry tray.Cheryl Loso-Admin/Acct Mgr was not available. Need to follow up with a phone call.


Description:
Carey and I delivered coffee and mug. Also gave her some membership folders she requested. She is a memberand will share them w/staff at their staff meeting.


Description:
Carey and I delivered coffee and mug to Cheryl at front desk. She was very interested. Carey will follow up with phone call/email and ask about attending an employee mtg


Description:
Carey and I delivered coffee and mug to staff mbr. Carey called and left a voicemail for Barbara to introduce herself.


Description:
Carey and I delivered coffee and mug. Did not get to speak with Julie as she was not at this location


Description:
Carey and I delivered coffee and mug. Spoke with Reggie, practice manager and offered to attend employee meetings. Will follow up with email.


Description:
Carey and I delivered coffee and mug to seg rep/ Had a good conversation with Pat who was very interested in AFCU and immediately offered to put posters up for their employee area. Rarely have meetings because of different shifts.


Description:
Carey and I delivered coffee mugs and spoke briefly with someone at front desk. Trish was not available. Will follow up with email/phone call.


Description:
Carey and I delivered coffee and mug to practice manager. She was very nice and interested when we offered to attend one of their employee meetings. Will follow up with email.


Description:
Carey and I delivered coffee and mug. Barbara is the rep for both Randolph ped Associates. Check notes on other seg


Description:
Emailed Vicki 09-30 to introduce Allegacy to her employees.


Description:
Emailed the Federal Holiday schedule communication.


Description:
Renee and I delivered goodies tray and spoke withLinda Wooten the practice manager. They are part of Novant but have separate benefits fair. Renee will follow up with email.


Description:
Renee delivered goodie tray to seg. Seg repeas not available. Will follow up with email.


Description:
Renee and I delivered goodie tray. Pam Cecil was not in but spoke with receptionist and she said their payroll and benefits are at Thruway and they have meetings every Thursday. Will follow up with email to see if we can come in.


Description:
Renee and I visited with this seg and delivered a goodie tray. Spoke with Eileen and they stated they would let us know if they needed us to come.


Description:
Renee and I delivered goodie tray to this seg. They have a new contact and are part of Novant. Renee will follow up with an email to Tammy. Updated info in Seg manager.


Description:
Renee and I delivered a goodie tray to this seg and spoke with our contact. Updated info and Renee will follow up with email.


Description:
Renee and I visited this seg and spoke with new contact which I updated, Joy Budkey. Left some packets and will follow up with email.


Description:
Renee and I visited with this seg and delivered goodie tray. Spoke with Michelle McMinn who is now the contact. Renee will follow up with email.


Description:
Renee and I delivered goodie tray and spoke with receptionist who was very cordial. Renee will follow up with an email.


Description:
Renee and I visited with this seg and spoke with several employees who were interested. Cindy was not there. Delivered goodie tray and Renee will follow up with an email.


Description:
Met with Sean the owner and delivered a goodie tray. He is very pro Allegacy. Renee will follow up with an email. Left some new packets.


Description:
Renee and I delivered a goodie tray and spoke with Heathet. She will speak with Angela our contact and Renee will follow up with an email.


Description:
Presentation 1 with Health Savings Account


Description:
Renee and I visited with seg. Spoke with Kimberly and she was very Allegacy and praised us.Will let us know how we can help them. She requested new packets and we delivered them. Will follow up with email.


Description:
Renee and I visited this seg and delivered goodie tray. That had a party going on so we did not get a chance to speak with seg rep. Spoke with Sellina the receptionist. Will follow up with an email.


Description:
Renee and I delivered goodie tray to this seg and spoke with receptionist. There are only 3 employees in this office. Will follow up with email.


Description:
Renee and I delivered goodie tray to Mr Calaway and asked if there was anything we could do for him or his employees and he said not at this time. It almost looked like he was moving.


Description:
Renee and I visited with this seg and delivered goodie tray and spoke with the owner. He told us he would be retiring in Jan 2012 and gave us the name of new rep. Left packets and told him if he needed anything to please contact Renee. Mbr came in next day and opened checking, and did $10K loan.


Description:
Renee and I delivered ggodie tray to this seg….they have had name change. Got copy of letterhead and gave to Jen to send to NCUA. Mr Barlett was unavailable. Will follow up with email.


Description:
Abby and I visited this seg and did not get to speak to rep. This is medical office and part of Novant. Will follow up with an email.


Description:
Abby and I visited this seg and delivered goodie tray. They were extremely busy and we did not get to talk with rep but spoke with receptionist. Will follow up email to Sue Overman who is the supervisor.


Description:
Lisa and I visited this seg and delivered a goodie tray. Debra is owner and did not speak as she was very busy. Lisa will follow up with an email.


Description:
Lisa and I delivered goodie tray to this family owned business. Sue Miller leaves every day at 2:30 and we missed her. Need to follow up with email.


Description:
Lisa and I delivered goodie tray and spoke with Doug Anderson for quite awhile.Very positive about Allegacy. They will be reviewing benefits in January, need to follow up with email to see if we can be part of their benefits enrollment.


Description:
Lisa and I visited with seg and spoke with tiffany. Delivered goodie tray and updated info in seg manager. Need to follow up with an email.


Description:
Lisa and I delivered goodie tray to this seg and tried to follow up with new seg rep. Betty was not availlable so we need to follow up with an email.


Description:
Joey and I visited seg and delivered goodie tray. The new HR generalist is Sara Whatley….must call her to schedule appt as she was unable to see us today. Obtained letterhead for name change to Multi Packaging Solutions. Need to follow up with this seg.


Description:
Abby and I delivered goodie tray and spoke with the seg rep. She was open to us coming in. Need to follow up with an email.


Description:
Abby and I delivered goodie tray to employee standing outside who was new. Need to follow up with email.


Description:
Abby and I delivered goodie tray and spoke with seg rep about coming in and talking to employees.Need to follow up with an email.


Description:
Abby and I delivered goodie tray to seg and spoke with receptionist. Updated seg info. They have had a name change to Thomasville Foot and Ankle(Cornerstone)


Description:
Abby and I delivered goodie tray to seg. Did not get to speak to seg rep but front desk gave us name of rep and how many employees.


Description:
Abby and I delivered goodie tray to seg. Jennifer and I were at their benefits fair in October. We did not get to talk with Janet Leonard who we were told was the director of HR.


Description:
Abby and I delivered goodie tray to seg. Spoke with seg rep Glenda. Explained the changes in bd and told her Abby would be her contact if they needed anything from AFCU.


Description:
Abby and I delivered goodie tray and spoke to guys at front desk. Let them know they could be part of CU and left packets with them. We talked about our car loan rates and possible membership with a couple of them.


Description:
Abby and I delivered goodie tray to seg and spoke with seg manager. She was very pro Allegacy and very interested in us coming for a possible lunch time sign up. Need to follow up with email.


Description:
Abby and I delivered goodie tray to seg and tried to talk with seg rep. They have a door and phone you have to ask for someone. The seg rep didn't have much to say.


Description:
Abby and I delivered goodie tray to seg rep and left packets for the HR assistant. Need to follow up with email.


Description:
Abby and I delivered goodie tray to seg. Spoke with Susan and she requested member packets.


Description:
Abby and I delivered goodie tray and spoke to lady in their office. We received the treasures names and received a Thank you email immediately from them. This is not  a seg we need to visit.


Description:
Abby and I delivered goodie tray to seg. Did not get to speak to seg rep or email info. Talked with Allison and Brandy about switching to AFCU. Need to follow up with an email.


Description:
Abby and I delivered goodie tray to seg and spoke with Joanelle Kelly. She did not see a need for us now but asked for new packets as they have two new employees. Need to send new packets.


Description:
Carey and I visited seg. They have had name change. Did not have letterhead but gave Carey card. Spoke with receptionist, left coffee mug and was told Tom only sees people by appt. Need to call and follow up.


Description:
Abby and I visited this seg and delivered goodie tray. There was only one person in the office. They have had name change to Pat and Coyne co. Updated email info


Description:
Lisa and I visited this seg rep and delivered goodie tray for another seg visit, so we did not visit this particular seg. This is one of many companies that the owner is one in the same.


Description:
Abby and I delivered goodie tray and spoke with seg rep. Made changes in system. Miss Peppers did not see a need for us right now.


Description:
Renee and I visited seg and updated info. Did not get to speak with anyone. Vickie Browning our contact was not in. Did receive her business card and I have updated what we have.


Description:
Trey and I visited this seg and delivered goodie tray. Yvette was very excited to see us. She would like for us to visit next year during their benefits in the first quarter. Need to follow up.


Description:
Trey and I visited this seg. Updated seg info as she was in meeting when we arrived. Trey sent thank you letter and follow up.


Description:
Trey and I have tried to visit and he has sent emails and letters and no call back.


Description:
Carey and I visited seg and left coffee mug/w pens and badge pulls. Spoke with Debbie Mullins and she told us Marquita Dixon would be our contact and they were open and excited  for us to come in some time fist quarter of next year. Carey will follow up with email and I sent new packets to them.


Description:
Carey and I visited this seg. Had to speak with Leslie over phone as she was in another building. Leslie was very busy and willing to set up an appointment to meet at a later date, after holidays. Left coffee mug and pens at desk for her. Will follow up with email and mail updated packets.


Description:
Carey and I  went to this seg and spoke with Ann the receptionist. She was a credit union person and we talked about our business services. She mentioned that we may want to talk with Mike Gunter(attorney) that negotiates rates for ins and Deborah Isley was also involved in the insurance part of it. Ceridian does their payroll. Carey sent followup email and I sent updated packets.


Description:
Carey and I visited this seg and left coffee mug and spoke with receptionist. Nikki our contact was not available to speak with. Carey will follow up with Nikki and I sent updated packets.


Description:
Joey and I visited this seg and got to speak to a Paige Moreno who is now HR Coordinator & Contact. They now have offices in NC, SC, TN. We delivered a tray and had a very short visit. Need to follow up with email.


Description:
Shipped Holiday Basket of fruit from Harry and David.


Description:
Shipped Holiday Basket of fruit from Harry & David.


Description:
Shipped holiday basket of fruit from Harry & David.


Description:
Shipped holiday basket of fruit from Harry and David.


Description:
Carey & I went to talk with Leslie about the CU. She made the statement that we were scheduled to come to their benefits fair last year & did not show up. Apologized and will send something to Leslie per Chrystal and see if we can market her employees. Will follow up.


Description:
Shipped Holiday basket of fruit from Harry and David.


Description:
Shipped holiday basket of fruit from Harry and David


Description:
Shipped holiday  basket of fruit from Harry and David


Description:
Shipped holiday basket of fruit from Harry and david.


Description:
Shipped holiday basket of fruit from Harry and david


Description:
Shipped holiay basket of fruit from Harry and David


Description:
Shipped holiday basket of fruit from Harry ande David.


Description:
shipped holiday baskt of fruit from Harry and David.


Description:
Shipped holiday  basket of fruit from Harry and David.


Description:
Shipped holiday basket from Harry and David.


Description:
Renee and I delivered goodie tray and spoke with Deborah. She stated not sure if letter is on file for Allegacy as Seg as LabCorp bought them.


Description:
Renee and I  visited this seg with a goodie tray and tried to talk with Susan Brady….wife and secretary. She said they have no email…no time to talk and not very friendly.  She was the only one in the office.


Description:
Appt on January 19th, to discuss DRC w/ Gwen Meyers.


Description:
Confirmed enrollment date 01/25 @ 10:00am; emailed flyer announcing onsite visit, and A@work flyer.

Jamie Hyland is another contact when wanting to schedule an enrollment.


Description:
Had a lunch meeting with Chrystal at Firebirds.  Good meeting learned some things about the CPS break away.  Discussed an onsite visit, after W2's and such are mailed out.


Description:
Crystal Spicer is the new contact for ALL Medcost names.


Description:
Rcvd an email from Amy Cain stating Lyle is doing a mort & KR loan with us and he is interested in us coming onsite to visit his employees.  I called and LMTC w/ Lyle about an onsite visit.


Description:
Rcvd a phone call from Heidi in Auto Buying about going out to visit Sharpe.  Her sister works for Wrangler and she referred him to buy a car with Allegacy.  Heidi assited him with the purchase.  She talked Zach (owner son) into letting us onsite for a visit.  Heidi, Beveraly and myself attending meeting.  At the meeting he showed us around, and introduced us to 'Mattie' his bulldog.  Scheduled enrollment for 12/20


Description:
Enrollment was held today took bagels from Panera. Heidi, Debbie and myself were in attendance.  Saw 5 people some of which were Allegacy owners.  No one signed up at this time.


Description:
Received an email from Terri asking if we would be interested in quoting on a truck loan for their business.  I replied and told her thank you for thinking of us, and told her I was forwarding her info to Bob.  Bob reached out to her and asked her for some info, and then also requested them to be a business member, and also a personal member in order to apply for the loan.  Bob said that he would keep us in the loop.


Description:
Rcvd a phone call from Jennifer Smith, SEG Rep asking for some packets to give employees.  She is seeing new employees and they do not have an account with anyone and they only offer direct deposit.  I told her that I would drop 25 packets off to her, and also reminded her that would would be more than happy with the partnership that we have to come onsite and assist employees with the paperwork.  She said that possibly for the future but for the time being only packets would be good.  Told her I would come by and pick up the completed ones.

She reminded me that Liberty Cinnibs has purchased them.


Description:
Emailed Cathy about taking her to lunch, and discussing partnership.


Description:
Invited Jennifer to lunch so we could meet and talk about the partnership.

Rcvd email in return and she said mid January would work better.


Description:
Gave 4 basketball tickets to Stephanie Vestal to raffle off.


Description:
Went onsite and held enrollment.  We had 14 people stop by the table and ask questions.  We had the following for new business:

4 savings
4 checking
1 dir dep
3 pay ded
1 mort
1 auto

Gave all paperwork to Laura Holby to process.


Description:
Company Visit:
Held enrollment.  We had 14 people stop by the table and ask questions.  We had the following for new business:

4 savings
4 checking
1 dir dep
3 pay ded
1 mort
1 auto

Gave all paperwork to Laura Holby to process.


Description:
Delivering open account info on 01/27 to new members with debit cards.


Description:
Phoned Tim about Wake Basketball tickets and he was interested.  I will deliver them to him before Feb 11th.


Description:
Sent Kathy an email asking if she would be interested in Wake Forest Basketball tickets.  Will deliver before Feb 11th.


Description:
Rcvd an email asking us to attend their Wellness Fair day on Feb 24th from 12-4:30.  Told her we would be able to attend, and also invited her to lunch before then to catch up.

Lunch @ 12:30 @ Chili's.


Description:
Follow-up with Jennifer about lunch so we could discuss our partnership.


Description:
Renee and I visited this seg with tray from Salem Kitchen. Spoke with Christi and updated information. They did not need anything at this time. Had work packets on hand


Description:
Renee and I visited this seg with a tray from Salem Kitchen. Got to speak to owner but he wasn't interested in talking with us and said they were fine now. Only have 4 employees at this time.


Description:
Renee and I visited this seg with a tray from Salem Kitchen. They are no longer part of Novant. Since Cornerstone has taken over we no longer do their payroll….Conerstone does it.


Description:
Rene and I deliverd a tray from Salem Kitchen. Spoke with Jennifer and updated ifo we had . Also Jennifer mentioned that they would need some new packets soon. Liberty does their payroll and they are not affliated with Novant.


Description:
Renee and I delivered a tray from Salem Kitchen. Spoke with sherri and at this time they are alright with work packets. Their payroll is with Novant.


Description:
Renee and I visited this seg with a tray and spoke with Kathy. Their corporate office does their payroll. There are 4 in office and 160 in the field. They all spoke highly of AFCU…also informed them of our Sat hours at WB.


Description:
Renee and I visited this seg with a tray from Salem Kitchen. They are a Novant affliate and Kathy the seg rep works here and satelite office in Charlotte. At this time they did not need anything from AFCU


Description:
Renee and I visited this seg with a tray from Salem Kitchen. Updated our information in seg manager…but at this time they did not indicate they had a need for us to come out.


Description:
Renee and I attempted to visit this seg and could not find them…phone disconnected….fax # not working and nothing listed in yellow pages. I have now coded them as inactive.


Description:
Renee and I delivered a tray and spoke to the receptionist who was quite busy when we stopped by. We were able to obtain name of our contact and updated info.


Description:
Renee and I attempted to visit this seg and could not find. After checking yellow pages this company is in High Point. Updated information that I found in yellow pages.


Description:
Renee and I visited this seg and delivered cooke tray from Salem Kitchen.  Did not get to talk with Seg Rep who is Lenora A Ver Halen but were given a card.


Description:
Renee and I visited this seg and delivered a tray of goodies from Salem Kitchen. Did not get to speak to  administrator but got her card and was able to update some information.


Description:
Renee and I went to visit this seg and delivered a goodie tray of cookies. Tricia did tell us that they are at 3 locations and they have had a name change. To Twin- Ciaty Pediatrics And are affliated with Novant. At this time did not need anything but will get her work packetss.


Description:
We have nothing on this company…nothing in yellow pages either I am moving this company to inactive


Description:
Mike and I stopped and visited this seg. They said they did not need anything at this time and their employees have declined. Will follow up at later date.


Description:
Mike and I visited this seg and they really had good things to say about AFCU. At this time they need flyers to put up and member packets. I am mailing 25 packets to them today.


Description:
Mike and I visited this seg. They are very small with only 4 employees. The information we had is correct and at this time they did not need anything.


Description:
Mike and I visited this seg. They were appreciative of us coming and asked if we could send some member packets to them.


Description:
Shirley emailed and asked that we change email address for payroll communication. I have updated the emails per shirley hairston's email request.


Description:
Delivered  25 updated packets as requested.


Description:
Delivered 25 updated packets as requested.


Description:
Delivered 25 updated packets as requested. Summit school  is aquiring Triad Academy and they wanted these to offer the new folks.


Description:
I had lunch with Pam today.  Going to send her 50 packets.  Chatted about their Wellness Fair, they have Aetna for Health Ins, American Fund for dental, and 401K BB&T.  Payroll is done in house using CAT system.  Owner mentioned to her she may be able to start looking at outside payroll options year end if the economy starts to pick up.


Description:
sent follow up email to see if we could get on site to help with their benefits fair.


Description:
Returned mail for incorrect mailing address.  Looked up address and updated.


Description:
Rcvd return mail, address is vacant. Looked up new address, and updated.


Description:
I rcvd return mail from this company, researched the address.  There is not a location in Charlotte the closest one is in Mebane, and VA.  They have not let us on since 2004, and were not very open to Allegacy.  I marked the company as in-active.


Description:
Rcvd return mail, looked up new address & updated address.


Description:
Rcvd return mail, and updated address from return to sender sticker.


Description:
Rcvd return mail, looked up new address and updated.


Description:
Scheduled lunch for 2-23 w/ cathy to discuss our partnership.

Rcvd notification from Cathy she is out sick today and needed to reschedule.


Description:
I visited this seg rep Wanda and delivered some updated packets . They have half the staff they did and are no longer a payroll processing center. They are a mail house. Their Corporate office does their payroll out of Atlanta. Did discuss the credit card we are offering on 3/1 and the seg rep was really excited.


Description:
Delivered tray to seg rep. She stated that they are down to 6 employees besides the two safety officers. Their Mational headquarters takes care of payroll which is Primepay. Left updated packets and  told her if she needed anything we were here for them. Also left auto and credit card info.


Description:
Took pastry tray out and spoke to Tony. His issues with me coming out is they cannot stop machines for us to come on site.  There is another division Hanes Geo that now has 2nd shift. Legget and Platt does their payroll. Told Tony I could be the concierge service is he or any employee needs anything.


Description:
Reched out to Mr Jones and with a phone call and let him know AFCU was here for him an his employees if they needed anything. Sent him an email as asked so he would have my information.


Description:
Went to seg with pastry tray and was not able to speak with seg rep-in class offsite. Will follow up with an email.


Description:
Took pastry tray and talked with Joe the hr manager. Let them know we were here if we could assist the employees with any services. They let me know pretty quickly they had a strong banking relationship with BB&T. I told them it was always good to have both Credit Union and Bank as you never know who would have the best rate or service for the individual.


Description:
went to seg to visit and they have been bought by Jeff Sigmon. He also owns Jersey City Sports shop on Robinhood road. He does payroll himself. Will try and reach out to him via phone/email


Description:
Took pastry tray and spoke with Todd.  Their location has changed and is right down from AFCU. They do payroll in house. I will follow up with an email as Todd didn't have much to say.


Description:
Took pastry tray to seg and seg rep was in meeting. Spoke with girl at front desk. Told her about all the new products and services. Will follow up with an email to seg rep. Left product info with front desk.


Description:
Went to visit Jennifer, and she was unavailable.  Dropped off green bag w/ goodies and updated packets, retail overview, with post cards of debit consolidation and visa credit card.


Description:
Went by with pastry tray and could not speak to the seg rep. Did leave some info and will follow up with an email.


Description:
I phoned Jennifer to follow up from the goodies I left last week.  I rcvd her VM and asked her to return my call.


Description:
Stopped by with a pastry tray and seg rep was not in. They are needing to hire around 38 employees. Will follow up with an email, but did tell the lady I spoke with if we could be of assistance with her new hires to please keep me in mind.


Description:
Rcvd return mail, researched new address.  All research sends me back to Baptist main address.  I updated address.


Description:
Stopped by with pastry tray and seg rep waqs not available. Will follow up with an email.


Description:
Went to see Chris, he was at lunch.  I dropped off green bag with goodies, and updated packets/postcards.


Description:
Went to see Tim, and he was unavailable.  I left green bag with updated packets, retail overview sheet, up to date postcards.


Description:
Went to this location, and no name was on the building.  I went to the door it was locked, but there were 20-25 card in parking lot.  I called the number and it said a different name.  Going to do research on this company.


Description:
I went out to chat with Melissa about Allegacy.  She was unavialble at the time, so I left green bag, with updated packets/retail overview, and postcards.  Will followup via email w/ Melissa.


Description:
Presentation to staff of new Benefit.  Took Dunkin Donuts for breakfast.


Description:
Took Edie to lunch, to discuss Allegacy and benefits that we offer.  Edie has 2 sons, and 1 granddaughter.  She lives in Lexington w/ her husband.  She has worked at Lowder for 12 years.


Description:
Gene Lowder came in to open his County Commisioner cking account.  He want to NC State.


Description:
Rcvd incoming mail from Gina Murphy, letting us know that Marty was no longer with the company.  I have updated the information and added Gina's info per the documentation.


Description:
Took pastry tray by and spoke with seg rep Carol. She told me they are affliated with the state and I could speak with Mike Britt. I will follow up with an email.


Description:
Took pastry tray. Seg rep was with a students parent and did not have time to talk. I spoke with Shayler Harrell at the front desk…left some packets and info with her. Will follow up wit an email.


Description:
Took pastry tray and met with seg rep. Also left Business and Member packets with her. They have L B Consulting a local guy who does their payroll and they really like him. Also bank with Newbridge but will keep me in mind.


Description:
Took pastry tray and spoke to Nellie =Griffin at front desk. Updated employees and verified email. She would not give me much information. Did find out they bank with Wells Fargo and someone pay????does their payroll.


Description:
took pastry tray and met with seg rep. Took updated member and business packets. Suntrust is who they bank with and does their payroll. Told her we also do payroll and share a few of our business benefits. She will share with Billy the head master.(her son is getting married in June, daughter in may. Anna Rae cheered with her daughter.


Description:
Took pastry  tray and spoke with seg rep Chad Trader. He is interested in taking another look at Cooperative-had three years ago and Suntrust had a better offer. Also interested in talking with someone about benefits. They have company cars and aare closing ona retail building in about a week at 611 Coliseum. Johnsnon insurance in Mocksville is who he is with now and not that happy.Need to have JBA speak to his mother Billie Trader Litwin and Cooperative speak to Chad.


Description:
Attended the wellness fair, and their was great participation.  85% of the people that we saw were already members.  We talked about visa credit cards, debit consolidation, auto loans, and other products and services.  

Emailed Paul about 2 car loan referrals and 1 equity referral.


Description:
Spoke with Doug at Alternative Brands. Will be onsite on 3/26/2012 for employees


Description:
They are moving in a new building, I took a plant 'Conrats on your new building'.


Description:
Referred Lifestyle Lending Product to Paul Philips

Update:  
Paul contacted Megan Blessings our contact, in regards to ofer a lending method for customers in need of financing to for Gwyn services.  It was a success, and Eric and Paul are working with Megan on this!


Description:
I dropped Deweys Bakery cakesquares by and learned Debbie Boyles is no longer with the company.  Corporate was in, so new rep was unavilable.  I will  followup.


Description:
Dropped by today w/ Deweys cakesquares.  Our rep was OOTO but chatted to the front office lady.  Chatted about the info that I left for her, (which was new owner kit, smart rate, Business owner, and debt consolidation & car loan rate).  I referred her to Mary Pickard, she is working on debt consolidation for her.  Will follow up.  ADP does payroll.


Description:
Dropped by w/ cakesquares for Cindy.  She was at a different location today.  I left the goody, Membership/Business kit with collateral for her with business card.  Will follow up!


Description:
Stopped by with cakesquares for Scott.  Found out Scott is no longer employeed.  Carrie would be our contact, (which was Scott asst)  chatted with her on the phone and she said that they are OK, at this time.  They are now part of Novant and of course can only have onsite things during benefit time.  I left the updates marketing collateral and owner kits.

Executive Assistant to Jette Drummond


Description:
Rcvd email from Carrie, asking about the Community Room to host an intergration meeting.  I fwded info to Betty Ann, they have set a date/time and are ready to go.

Dropping by paid off, to show our partnership.


Description:
Stopped by to visit w/ Megan.  She came out and we went over the Owner kits, & marketing collateral that I provided.  I mentioned the company picnic and that we would like to be invited.  She stated it would be in May/June/July, and will keep us in the loop.  

Chatted about offering a financing option to their customers.  I will get this lead to Paul Phillips.

Paul contact Megan and they are onboard with the life style lending piece.


Description:
I stopped by with cakesquares but Angela was unavilable.  Left goodies and marketing material w/ front desk.


Description:
Rcvd email from Angela thanking me for the cakesquares, and updated material.


Description:
Dropped in and gave Cathy cakesquares and updated marketing collateral with 'Owner kits'.  She said that they are 'good at this time'.


Description:
Dropped by with cakesquares for Kathy, and updated marketing materials.  She requested some badepulls and also dropped those by.


Description:
Rcvd a phone call from Jenifer Faustine, and she is over ALL the HR divisions.  She asked for me to send her updated info for their intranet site.  I sent her the 'new' retail overview sheet.


Description:
Rcvd an email asking if someone leaves can they still obtain their mbrship at Allegacy, I responded.  Told her that once a member always a member.


Description:
Attended Wellness fair.  Handed out 100 + premiums with Visa accordians.  Referred 1 mort, 1 equity and 2 car loans to appropiate folks upon return.


Description:
Onsite enrollment, had access to limited staff, but brought back 2 visa applications, and 2 membership packets were given out.


Description:
Reached out to Amy Brown about the article in the bussiness journal.  I LMTC mentioning we are there to help any way we can..

Updated:  I have phoned Amy about 4+ times hoping to catch her in but have not left messages.  Offering our assistance.


Description:
Melanie Hill our contact had her baby on 01/21.  She will be out of the office through March.


Description:
Rcvd email from Melanie that she is back to work.  I emailed her about lunch, and we are working on available dates.


Description:
Phoned Judy about Novant paystubs still saying Credit Union: RCFCU.  I left LMTC about this issue.


Description:
Rcvd benefit fair is scheduled for April 3rd

Updated:  Benefit fair is $300.00 for 2012


Description:
All day benefit fair at Benson Hall 401.
Handed out 150+ premiums with Q2 collateral.  Handed out Membership owner kits.

Rcvd notification that we need to resend the check made payable to Wake but sent to Gallagher Service.


Description:
Attended benefit fair, handed out material and owner kits.  Had a lot of members state that they were members and loved Allegacy.  Senn Dunn ran the fair.


Description:
Went and introduced myself to Gine, and she was very intersted and mentioned most of her employees were members.  Tood cakesquares, and updated material.  Not interested for an enrollment at this time.


Description:
Updated new address from hoovers and # of employees


Description:
updated employees from Hoovers and suite number for the address


Description:
no new address on file for company no information on hoovers to update rts


Description:
rts updated the address from google information


Description:
RTS CHANGED THE ADDRESS FROM GOOGLE WEBSITE


Description:
rts changed address from google information


Description:
Maint updated employees from hoovers telephone number is current


Description:
maint added number of emp from hoovers all other information is current


Description:
maint emp from hoovers all other information updated


Description:
Spoke with Tripp to confirm the address was current and the number Tripp stated he was an Allegacy Owner


Description:
Added physical address from hoovers all other information is current


Description:
Called to verify address and number is current


Description:
Updated address on system as well as the employees per hoovers


Description:
Updated the address as well as the employees from calling the company number no information in Hoovers


Description:
updated employees per hoover all other information current


Description:
Updated employees per hoovers no other changes


Description:
Spoke with Joan updated the employees and the company formed info


Description:
Called to make sure address and phone number is correct verified through automated system


Description:
Updated information on the account through calling company nothing listed in hoovers


Description:
Spoke with Sabrina and information on file is current


Description:
Called the number listed to update info since nothing in hoovers updated


Description:
called to update info since no info in hoovers info all updated


Description:
Updated information with company no changes


Description:
phone number is correct however couldn't verify address nothing showing on hoovers and no one available to verify address


Description:
Spoke with Diane and verified all information still correct


Description:
Spoke with Rita all information still current


Description:
Spoke with someone at GC and information is correct


Description:
no info in hoovers to update phone or verfiy address


Description:
Verified wih employee that the address was still current


Description:
Spoke with employee and asissted me with the main number and address for Hawthorne


Description:
Spoke with Susan and we updated the information for the company


Description:
Contact was still correct wasn't able to verify address.


Description:
number is correct no info in hoovers to verify address left no message


Description:
Information is current on the system updated


Description:
Called Tammy and got her vm so good number is on file didn't leave a message


Description:
Called 2 times number busy both times unable to verify info


Description:
no info on hoovers did call # listed and ext is available for Andy Watts wasn't able to verify address


Description:
per hoovers updated the employees and all other info is correct


Description:
updated information with rep from ws delta


Description:
wasn't able to update # keep ringing no vm to verify if correct info


Description:
called 2 times number busy wasn't able to update info


Description:
updated info on the company per rep at company


