# tblActivities

Description:
Wendy replied to email saying that haven't been able to review the paperwork and would get back at a later time.


 


Follow up in January


Description:
Stopped by with Hall Roberts during Mount Airy call blitz. Received name and left message but has been unresponsive to calls through December


Description:
Sent intro email asking to schedule a meeting to discuss how to roll out the SEG benefit to employees


Description:
Have been trading emails in December with Kristen to try to get a coffee meeting set up to discuss Allegacy


Description:
Have sent emails through December trying to schedule a meeting with Ben and his wife


Description:
Updated SEG MGR to show true location, results of call; rep


Description:
Researching for 2020 plan shows the store has closed


Description:
In research for 202 determined 2 miles closer to Spartan Village.  Need to reach out and visit with $5 cards


Description:
Received an email from Jonica Eveland. Brooke Meekins is no longer with NBCC and Jonica is the contact now. Updated contact info


Description:
Approved in December as a SEG. Came on as a benefits client.


Description:
Board approval as a SEG. Updated with SEG ID


Description:
Had a good meeting with Kristen and Larry Cozza. They are growing very quickly and have a very small HR department. Currently only one dedicated HR employee, but they are adding another. They recently introduced benefits. Reach out to Kristen in March once they have new person in place and they've calmed down from the benefits enrollment


Description:
Company has shut down and reorganized under Twin City Bio; updated SEG MGR as closed


Description:
Visited office, the 2 names we had have both moved on; updated with Regina's information


Description:
In researching the company online it was listed as closed; visited and verified; updated profile


Description:
Inresearching branch companies, listed as closed; visited to confim and updated profile


Description:
Cleaning up SEG MGR for 2020 and found out during visit that David has left the team; updated with Stepahnies contact info and that she is over Kernersville too


Description:
Cleaning up SEG MGR for 2020; visited and confirmed that Kit is still the contact and obtained email address


Description:
Stopped by to confirm contact info; office has moved; updated address  and will visit to confirm contact info next week


Description:
Cleaning up SEG MGR and found no contact info in this one.  Knew that Mr. Burge had his own practice elsewhere.  Visited to confirm closed.


Description:
Cleaning up SEG MGR for 2020 an dvisited upon seeing  the expansion listed online; updated to reflect new info


Description:
Emailed Landon about a January on-site, new branch opening


Description:
Reached out to discuss reschedule of on-site in January


Description:
Connected with the owner on Linkedin and will reach out on 1/6/20


Description:
On-site with Russ Parmele; brought Biscuitville


Description:
Changed name from 'Amy V. Harper O.D. PLLC dba Harper Eye Care' to Triangle Visions Optometry of Kernersville


Description:
Met new accountant at the the gym with her husband, Ben Vernille in Allegacy's IT department.  Prior CEO has left company to her daughter.  Trying to line up visit with Brandie Vernille and new CEO.  Updated SEG MGR


Description:
Investigating new contact; deleted Quen Howard. Retaining Stephanie Ward but looking to possible new contact


Description:
January Flynt sent me two new Health Savings Account applications. Tori had put me in touch with her in November and they regularly just email over the forms when they have new hires or employees want to open an account. Offered to come out for an on-site and she said look at a Thursday in the end of January (23 or 30).


 


Also, updated employees numbers from 19 to 30 and confirmed contacts are still in (Trotter, Gordon, Flynt)


Description:
Spoke with Keoleian about getting in touch w/company and getting onsite.  Greg is to touch base end of January and get back with me.


Description:
Visited company and met Sandra at the front desk.  James Guthrie has sold business to the Jones family.  Updated SEG MGR with new owners and contact information.  Emailed following day to try and set a time to talk.


Description:
Stopped by to try & update contact information and get ok to add to email distribution list.  Spoke w/Virginia and got Tracy's card.  Emailed to clarify who if we could email amd let them know Jon moved back to Charlotte.


Description:
Met with Regina, Fred, and HR rep from Rochelle, IL Mike Youngs.  Addressed wuestions to go totheir board and team for review.  Very interested in Lifestyle Lending to assist with Business aquistion.


Description:
SEG paperwork receieved for board approval, awaiting factors to consider


Description:
Spoke w/Maru and comfirmed/planned iitial onsite for 2/4@11AM at their office.  Big emphasis on health and retirment planning from their side.  Reaching out Dillon for AIG to see if he wants to join.


Description:
Stopped by to introduce myself as Jon Rivera has left.  The address is their retail shop to sell the goods made by the millwork shop.  Reached out to David via email for a follow up appointment as he was at the mill.


Description:
Received email from Parris; wants me to bring by 20 packets (they have moved to once a month onboarding). Also wants to introduce me to Samantha Kramer (new HR contact)


Description:
Attended Spartan Orientation, Advising, & Registration (SOAR) for the spring semester with Benita Howell.  Handed out $5 cards to students and parents.


Description:
Dropped off $5 cards with Valoree, got business cards for owners and emailed about doing a morning on-site


Description:
Landon reached out with on-site options for morning of either Feb 10 or 11


Description:
Had a meeting with Jonica to discuss the Health Savings Accounts. Walked through the paperwork and answered some additional questions. They want a secure means of transmitting, so I'll reach out to Deposit Ops about how to get an email set up. They are holding their open enrollment fair on Jan 22 and I'll try to get a spot in that event.


Description:
Met with Daniel Garner, financial analyst, for drinks to check on history and try and set a visit or meeting with management. It was determined that a visit was held shortly after they became a SEG.  They were an Allhealth Lite client that didn't take advantage of the product fully.


Description:
Companies Founder and President, Judy Boggs, passed away in February 2019. Determine the status of the company and find a new contact


Description:
Emailed Ericka to try and set appointment to talk about Allegacy and the company.


Description:
Followed up on December call with a voicemail


Description:
Received message from Regina that they want to move forward with SEG element and want to do a Wednesday morning on-site once approved. Sent over paperwork.


Description:
Emailed Paul Howard to make sure we are up to date on contact information.


Description:
Verified President name & contact via website; reached out via email to ry and set appointment


Description:
Reached out to Barry Leonard after verifying his contact information to try and set a time to talk.


Description:
Reached out via website email(contact us) to try and set appointment.


Description:
Reached out to kathy via Linkedin to discuss Allegacy and Hugh Chatham


Description:
Emailed Susan to try and set an appointment.


Description:
Communicating with Carol and Tracey Flynn(CPA)for Pivot Ministry and they are now ready to proceed with the commercial relationship based on email received today.  Carey Furr will now take the lead and loop me in when needed.


Description:
Added email for SEG rep via research on the website


Description:
Spoke w/ Dawn in Benefits; serious issues with Aetna; don't call for a bit.  Controller name is correct; Vicky Love is HR rep/main contact.  4/1/19 AOR transfer!!!


Description:
Found the HR rep online and reached out via Linkedin to try and set appointment.  Garrison York Schmidt


Description:
Joe & I reviewed together.  John retired years ago, sold book of business to another person.  Not transferable.  Marked as closed.


Description:
Joined Gene Lowder and Greg Keoleian at the WFU BBAL game/dinner


Description:
Stopped by their office to confirm that compnay is cosed as Google shows.


Description:
Stopped by during GSO SEG check-ins. They have a pretty strict and clear no solicitation policy in the building. Give a call to Debbie.


Description:
Stopped by location at Northline Avenue and there are no more HR folks located in Triad locations (larger office appears to be on Federal Drive near Palladium. Rita Davis was let go about a year ago and all of the HR staff is in either Florida or NJ. Woman at Northline location gave me number to call for HR staff (866-697-8378)


Description:
Stopped by and spoke with Curt Odem (Senior Field Maintenance Manager). He said anything like that would run through Rocky Mount, where the corporate office is located. Ron Thomas is the VP of HR and can be reached at (252) 937-2464


Description:
Stopped by to introduce myself and see about an on-site. Ursula wasn't there (works from a different location) but left card. Follow up with an email.


Description:
Visited the office and spoke with Iliana the recptionist.  Got biz card for Bart Triplett and updated his email/phone number.


Description:
Stopped by location (go around to the back of the building) to talk to Tom and follow up on Tori's communication. He was at a different location at the time but left a card and info.


Description:
Stopped by and confirmed Jackie Wills is still the contact. Got phone number and email address, left my business card


Description:
Stopped by the office to confirm the info obtained via the website.  Spoke with Debbie for a few minutes.  Left her a couple of $5 cards for a new teammate and their family.  Will revisit a visit this summer.


Description:
Visited company today and obtained biz card for the new manager.  Updated info in SEG MGR and emailed him to thank the staff and try to set an appointment.


Description:
Stopped by and met new contact, Ryan Burditt. He is the HR Manager. There are 4 people that work out of the office but 400 locally. They have a staff meeting on Mondays, so I sent info for Ryan to follow up with his manager about.


Description:
Try to call first to reestablish relationship. Location is a little sketchy and probably don't want to be poking around there without an appointment.


Description:
Stopped by the office to obtain contact information.  Janice Norton at the front desk was very kind.  Anna from the back office came up to speak and was very skeptical.  Got the email from Janice and left a few $5 cards for the team.  Sent email to follow up upon return to Westbrook.


Description:
Office appears to be a house on Elm Street. Call, rather than visit.


Description:
Stopped by and made contact with new rep. Geoff Horn hasn't been with them for about 5 years. Updated records and got information for new person in charge of location. Reginald Johnson (336-327-6751)


Description:
Stopped by and got information for Wendy May and Cheryl Bennett. Follow up via email


Description:
Received email stating they don't promote businesses; marked in active:


Description:
Stopped by and got the contact info for Will Ragsdale and Troy Tyner. Send email.


Description:
Stopped by the new office.  Code to get in the building; emailed Chris to try & set an appointment.


Description:
Stopped by office and they have a sign on the door that says it has moved to 607 Idol Street, High Point. 


 


Contacts listed:


Carlitha Matthews - Manager of Outreach Admission - 336.882.4141.8534


Wanda Devone - Manager of Career Transition Services -


336.314.3943


 


Listed online as NC Works Career Center


Description:
Stopped by and spoke with Francis at the front desk. It is her second week and she said RJ is the office manager. RJ is Robert J Webb. Left some $5 cards and my info,


Description:
Called and left a message with Kendra Kahn (HR Specialist). Debbie Brady appears to be with Pella Windows & Doors


Description:
Left Ron Thomas a voicemail. Number provided is a general line.


Description:
Followed up with call to 919 number and it forwarded to the Colfax location. Left a message with Alan (whom I spoke with when I went there initially)


Description:
Followed up with Wanda via phone and caught at a bad time. Scheduled a call for lunch on 1/28


Description:
Spoke on the phone with Dana. Their office is in fact a house and an on-site would not be possible because their employees are contractors working at various locations. I mentioned the $5 cards and on-boarding packets but she said they are not in need of any. Send follow up email with my contact info but otherwise, no real follow up needed at this time. Updated employee information.


Description:
Sent email follow up from pop-in to Wendy and Cheryl, asking for an on-site


Description:
Via email correspondence with Wendy May, discovered they have a credit union (HealthShare CU) and wouldn’t be able to promote Allegacy or host an on-site. Will continue to send marketing materials but no on-sites for the moment.


Description:
Scheduled on-site for February 10. Will bring Chick-fil-a. Plan for 23.


Description:
Stopped by to get a card and contact information as it had been removed from SEG MGR.  Spoke with Dr. Side and updated information.  All is well, loves us, no needs at the moment for an onsite.  Told him we will put him back on the email distributiona nd bring him some $5 cards for the team's family.


Description:
Met with Jason Schulman as his teammates had asked him to reach out to us. Spoke with him and shared the new SEG flyer and $5 crads for each teammate and 2 family members.  Will follow up in March to see how the visit was received.


Description:
Visited site today and obtained new contact information for the new director. Emailed to try and set an appointment.


Description:
Invite to lunch accepted and appointment set for 1/29/2020 with Lori and myself.


Description:
Stopped by the officec to confirm contact information and the second office in Mt. Airy.  Hall is to stop by and leave his cards there next week.


Description:
Met with Anna & Julia.  Confirmed that Julia is our best contact to share information and reach out to about onsites/events.  They weren't aware of the affiliation and are excited.  Updated SEG Mgr, emailed introductory document for then to share with the department managers, and mailed some more $5 cards to share with the team.


Description:
Visited office today.  Unable to obtain updated information.


Description:
Visited the Lyndhurst location.  Very busy so I went to the new building I saw while visitng another compnay earlier in the week.  Spoke with gentleman at the door who advised they had moved to this location while maintaining the Lyndhurst location.  He gave me the Kim Mack name which I verified via Linnkedin.  Updated SEG MGR and will reachout when new teammate joins us.


Description:
Visited salon and got email address fo r the owner and her daughter.


Description:
Visited new address today; unable to enter building or lot as parking lot is locked.  Looked like empty building.  Will do further research.


Description:
Spoke with Wanda on the phone and really wasn't interested in chatting or learning about Allegacy. It sounds like it was something that was signed up because of a connection by a previous rep and with her gone, there isn't really any interest in doing anything. Frankly told me they aren't interested at this time.


Description:
Met with Lauri to review SEG benefits for the team.  Left her $5 cards along with Joey Warren's cards.  Sent her a link to the Auto Buying sercice per her request.  Just missed a team meeting opportunity but will revisit at the beginning of next season when they meet again.


Description:
Stopped by the office on behalf of the King Chamber. Realized that they are no longer run out of the address we had in SEG manager. Updated the address and added the owner's name to it.


Description:
Spoke with Mary Ann and caught her at a bad time but she asked that I send her a few dates to get a meeting with Mark.


Description:
Sent follow up email to Sue about an on-site in Janauary/February


Description:
Received and submitted paperwork to board for approval


Description:
Approved by the board as a SEG; Hall Roberts working on an on-site.


Description:
Spoke with Hall Roberts at Mount Airy branch and the owner of Eagle (Alicia Torres) is skeptical about doing an on-site and having us in there. The benefits renewal was even tough. Touch base with Hall/Benefits before contacting them directly.


Description:
Followed up on December on-site with email to Ruffin. He had expressed interest in doing an on-site after we got through the holidays.


Description:
Sent email introduction to Oralia and Susan


Description:
Met with Valerie and gave her $5 cards and Choose Allegacy flyers. She asked that we draft an email to send to all of their members (list on website) to notify them of their benefit with Allegacy.


Description:
Emailed Kim about the wellness fair; bounced back that she had an out of office reply from December 24.


Description:
Have been playing phone tag with Kylee White. She called back on behalf of Matthew Kyle and are interested in learning more. They initial asked for a meeting but then backed off because of a busy schedule and requested an email of information. Sent it today.


Description:
Stopped by to introduce myself; updated information that Michelle Loye is no longer there, updated info with Angie as HR contact.


Description:
Spoke with Stephanie Sedore after Kim's email got an out of office reply. Kim is back this week but Stephanie asked I send her the email as well. The Wellness Fair is May 15.


Description:
Received interest from Stephanie on a lunch and learn. Sent referral to Lori Timm to discuss next week. 


 


Updated information of 48 employees to 85


Description:
Email correspondence with Sue turned up that a devoted on-site wouldn't be possible because of their security. Sue is friends with Andrea Lawson with Allegacy Investment Group, so she suggested I give her some $5 cards and have Andrea deliver them. Sent them via interdepartmental mail.


Description:
Visited the group along with Dillon Leech from AIG for a lunch and learn meeting with thte team.  Meeting broken up into 2 meeting so the team could remain on the phone and open for business.  Sent email with editable membership application and ROTH IRA information per agreement to help educate/sign up those interested.  BIZ DEV and Palldium will be point on this account due to location!!


Description:
Spoke with Joseph, updated from 82 to 120 employees, they have 14 locations.


Description:
Met HR director and his trainee to replce him, Lara. Fox Hollman.  Updated they have 4 locations now.  Took 15 HSA packets to them and we set a plan to help them open the new accounts and fund them via Palladium.


Description:
Sent email to Brian Simpson (CFO) and Joanna Stone regarding setting up a meeting to discuss shared branching, the mobile app, and working with employees who aren't near one of our branches.


Description:
Parent company is located in Greenville NC.  They have 4 locations now.  HQ is in Greemville, NC.  Signed them up to handle any new acquisitions.  Already getting first HSA's from SC branch.  Dick Roche is the main HR consultant who is overseeing the onboarding/implementing of new teams/companies.  ACME sample and ASB Graphics are located in High Point.  Delivered 15 packets which have been handed to team there.  Derek and I have already sent new packets. Derek and Palldium branch are handling directly as the company is funding the accounts now.


Description:
Contacted AES trying to reach Lisa Johnson, following up on October call. She is no longer with AES, left a message with Stacy Burns requesting on-site.


Description:
Followed up on January call regarding SEG paperwork


Description:
Sent introductory email to Rick along with a request for an on-site.


Description:
At my request, Michael sent email to Rhonda requesting dates for an on-site. Said we could coincide with a Sam's Club on-site. Don't do smoothies this time; too messy and heavy.


Description:
Spoke with Ruffin and got an on-site scheduled for 11am on March 31. They have a break during the day from 11:20-11:50 and that works best for them because their normal hours are 6am-3pm, so a breakfast or lunch on-site wouldn't make a ton of sense.


Description:
Ryan Blackburn reached out in January to discuss them as a benefits client. I told him to keep me in the loop for an on-site. Followed up with him via email today.


Description:
Sent follow up email to Wendy requesting SEG paperwork. They had a change in leadership in the fall and it probably lacked priority on their end.


Description:
Reached out via Linkedin as current listed rep has retired.  Invite accepted.  Set time on calendar to reacu out next week.


Description:
Reached out to Katie via Linkedin to try and set appointment.


Description:
Called Angela's number and got Rhonda Bunker's voicemail.  Left her a message to try and set a time to talk.


Description:
Attended morning on-site with Larry Cozz and Michael Williams. Good engagement with a number of employees taking $5 cards. Had conversations with the owners regarding commercial accounts. They said to follow up with 'the girls,' which means Valoree Wingler and another teammate.


Description:
Held on-site with Larry Cozza and David Martinez. Was held from 9:30-11:30 and we went to two separate breakrooms (first break at 10am, second at 10:30am). Brought Chick-fil-A. Signed up a member, got a car loan refinance referral and a mortgage referral.


Description:
Holding meeting with Lori Timm at Westbrook with Bill Hubbard (Chamber treasurer) to discuss a financial education program that he implemented with the WS Black Chamber with Truliant.


Description:
Meeting with Larry Cozz to discuss holiday clubs, financial education with Mary Ann Esque and Mark


Description:
Registered for Davie County Health Fair on 5/6/20.


Description:
Confirmed on-sites through Michael Williams for Feb 18 and 19. Larry Cozza will attend on 2.18 and I will attend 2.19. Ralph Miller and Michael Williams to attend both dates.


Description:
Followed up and called again as Kim was out of town last week for a swim meet with her daughter.  :Left a message as she was not in her office today but back in town.


Description:
Stopped by with Russ/David Martines and left $5 cards and followed up with email and conversation with Ryan from Benefits.  Supposedly there are a few members that have HAS accounts from enrollment that may not have been coded correctly.  Researching w/Amy Goodrich to verify.


Description:
Stopped by to see Maria in the morning but she was out of the office. On Wednesdays and Thursdays, she is at the Green Valley location. Left a card for her to follow up for an on-site.


Description:
Visited the group for lunch with the team and Kevin from Northwest Motorwoks.  Referred hiim to Connis Shoaf for Autobuying Services


Description:
Very odd visit. The address now takes you to Southfield Furniture but if you chat with them, they point you next door, which is unmarked and doesn't appear active. I went in and spoke with what appeared to be a worker or contractor and he said he'd give my info to Crystal. Definitely follow up with her via call.


Description:
Stopped by to introduce myself and Leah was not available. Left card to discuss on-site.


Description:
Dropped by their office and couldn't find an easy way to speak to someone. No one was at the front desk and the doors from the lobby were locked. Call via phone.


Description:
Visited with Larry Cozza. Teresa Bailey was out of the office, left a card regarding on-site. They are in the process of moving to a new location; same general office park but new building.


Description:
Left message with Rhonda at the front desk for David in response to message he left with Debbie.  Russ & I are going to reach out to bring him member packets.  Russ will be bringing packets in the AM to them.


Description:
Stopped by with Larry Cozza to chat with Jennifer Hardy. She was at lunch.


Description:
Checked in with SEG. Edie Long is gone and has been for some time. The company was formerly The Hearing Clinic and had three branches (High Point, Greensboro, Asheboro). Spoke with Kelly up front and she said everything runs throug the corporate number (630-303-5380).


Description:
Visited to introduce myself and Patricia is still the contact but she was returning the following Monday. She also works out of the East branch (925 New Garden). Call as a follow up.


Description:
Held phone call with Lori Timm to discuss financial education and May 15 Wellness Fair. Confirmed hours and participation of Wellness Fair.


 


Lori will host quarter financial education on-sites. The lunch and learns will be 12-1 but warehouse workers also go 11:30-8, so could do multiple dates. Fridays best. Open enrollment is in November.


Description:
Note for David Martinez: Spoke with Lee Meechum about scheduling onsite


Description:
Note for David Martinez: Email to Krystal Neil to schedule onsite


Description:
Stopped by Griswold location and discussed with David how to enroll folks. Dropped off 10 new member packets.They do payroll bi-weekly and do orientation weekly. They only do direct deposit, so he wants to make sure we can turn around applications quickly and get him the account and routing numbers if folks open an account with us. 


 


Updated contact info from Kate Mooney to David Lee. Employees from 125 to 175.


Description:
David Martinez sent email to Jay Rivera (jayrivera@debbiesstaffing.com) regarding an on-site. David is new to the team and Jay is his cousin.


Description:
On-site scheduled for February 27. No food or beverage, pulling folks off the floor, so want to keep it as quick as possible.


Description:
Visited the North lunch room at the Mocksville Campus.  Joined eventually by Michael Williams and Ralph Miller.  Traffic down a little possibly due to the holiday the day before.


Description:
Visited the southside lunch room today for an onsite visit with David Maratinez, Michael Williams, and Ralph Miller


Description:
Received SEG paperwork from benefits. They are coming on as a SEG because they are moving to an HDHP and need access to a health savings account product. Up for March approval.


Description:
Working on Health Fairs via IAB vendor and discovered that Trulian is going to theirs on 6/11/2020


Description:
Received call from Lee informed that Lisa Warner is still a point of contact and also  Emily is their HR rep, will schdule something in the upcoming days to drop off cards and meet with HR rep.


Description:
Sent Email to Jackie Frazier in Audit department about coming out and dropping off some business cards as well as membership cards.


Description:
Dropped off Business Cards as well as Membership cards for Lee to distribute at other locations.


Description:
Spoke with Krystal Neal in regards to email I had sent out, said she would follow up with me to set an onsite. Gave my business card as well as membership cards for her to distribute at other locations.


Description:
Stopped by to introduce myself to David he was not at the location dropped off business cards.


Description:
Stopped by the location the office was closed, but did see that they have a non-profit account at BB&T.


Description:
Stopped by to speak with Sharmin, she is at a Second location in Winston-Salem.


Description:
Stopped by with David Martinez; left SEG flyer with office manager.  They are owned by an equity firm in Ohio, The HEH Group.


Description:
Follow up via phone call with Brenda regarding SEG paperwork


Description:
Sent message following up on February conversation regarding the March meeting


Description:
Pamela reached out with interest in professional (business checking, merchant services) and personal (home, auto, retirement) products. Referred her over the Pam Kline and Carey Furr, trying to set up a call with each for their respective focuses.


Description:
RECEIVED Email from Seg Rep to remove from marketing and distribution list. Spoke with Larry rep upset due to mortgage [re-qualify


Description:
received email from Melissa Kiger prior SEG rep, informed me that she is no longer in the HR department and gave new rep name as Megan Carter mcarter@cornerstone-bb.com. Sent intro email to new seg rep to schedule future on-site visit


Description:
received automatic reply that Katie Madanat was no longer with the company. Got HR rep listed as Kristin Salisbury kristin@commercialrealtync.com. Sent intro email to schedule to meet with her and speak about fututre on-site visits


Description:
Reach out to Sharmin via linkedin letting her know that I didn’t catch her when Larry and I stopped by precision.


Description:
Received auto reply that our seg contact email is no longer active got contact info for cilent related matters to reach out to jacqlyn.mcintyre@silkroad.com, sent intro email and ask for seg rep contact update


Description:
Left message with Shannon regarding on-site, following up on conversation that they only had a single BOA location for banking in their community.


Description:
Reached out regarding a 2020 on-site and what schedule works for them


Description:
Contacted Business at main line, Update new HR rep info. Bonnie no longer with the company. Becky is the new HR rep sent intro email over, will follow back up after she comes back from vacation.


Description:
Visited Tarrant Road address. Company is now Amada but have also built, opened a new location on 2565 Penny Road, High Point. Opened in December 2019.


Description:
Attempted to call and the number was disconnected. Emailed the contact on file to see if the office is still open in High Point.


Description:
Sent intro email to Teresa, received automatic reply that email is no longer active, tried calling main line to get no HR rep contact information, was not able to get anyone on the line will follow up in person to get updated information.


Description:
Left message for Jennifer Hardy regarding an on-site


Description:
Left message regarding Allegacy benefits, introduction


Description:
Left message following up email earlier in the month


Description:
Contacted company on main line, James Robinson email got returned as undeliverable was able to speak with James and update email on file, sent introductory email, will reach out to schedule future on-site visit


Description:
Contacted main number and left a message with Kim in order to udpate HR rep, intro email sent to Deborah got a automatic reply that email no longer active


Description:
Spoke with Kim Beck she is rep from business services and informed her what we did with Deborah, did not seem interested in what we offered, got email address will follow up with quarterly letter.


Description:
introductory email sent, automatic reply that email undeliverable contact main office to speak with Bart unavailable left message with office assistant to return my call.


Description:
Sent introductory email to Cathy came back undeliverable contacted main office got new rep name Gina Brannock email: ginabrannock@smileland.com


Description:
Gaarrison replied to David's introductory email to make sure we were still on.  Let her know all is well and that David is here to help us with her team.


Description:
Received invite to their golf tournament.  Reached out to the CEO of Brunswick EMC to see if he wanted to partner and/or play in the sponshorship and team.  To follow up after the meeting today with Chad Huff and benefits


Description:
Introductory email sent, Simon Johnson no longer with the company contacted main line and was transferred to a Tonya Belinger, left vm to return my call.


Description:
Intro email returned undeliverable, contacted main office spoke with stephanie confirmed that angela is still there email address had to be updated, updates have been done to profile, email sent out.


Description:
Spoke with William Swift who advised me best to call back the first of May.  Booked time on the calendar to do so.


Description:
Visited today and spoke with 2 of the 3 owners.  California company has bought the business park and is raising the rent on the tenants throughout the park.  Their neighbors, Castke Shirt Company moved.  Need to track them don as I have spoken with them in the past about SEG possibility.


Description:
Emailed Frankie & Donna to try and set an onsite for April.


Description:
Emailed Debbie Hooker to see if we might visit the team in April for an onsite.


Description:
Contacted main line no answer, left voice mail so we can update profile and schedule a future on-site visit


Description:
Introductory email returned, spoke with Darlene she is still at the office but is not in charge of scheduling on-site visits, she stated best bet was to send info via mail and she if Mrs. Trujillo. Will pay them a visit in the following weeks to speak with her in person.


Description:
Conducted introductory on-site, got three member applications, left a stack of $5 cards for Josh. Josh is a huge supporter of Allegacy.


Description:
Joseph responded to earlier email and said he'd be in touch regarding either of the April or May meetings.


Description:
Meet with finance officer and HR manager to discuss WellQ further.  Not able to offer to the staff & faculty att he moment.  KSS to review the conversation and follow up with email to answer questions and set up next steps.


Description:
Made a visit to Debbie's Staffing to make sure contacts are up to date, receptionist was unsure of who prior reps were, tried to reach an HR personel but was unable to, left my business card and membership cards, will follow up next week regarding contact for future on-site visit.


Description:
Made visit to right at home, was able to speak with Shanita Dobson regarding on-site she is very interested and we are working on scheduling something for the beginning weeks of 

March. Left business card & membership cards for employees


Description:
Stopped by to speak with Rita and make sure she is still our SEG contact, she is still with the company was unable to see her as she was in a meeting, left my business card and membership cards will follow back up with her via linkedin to schedule future on-site visit.


Description:
Emailed Bill Dotson (Marketing Manager) regarding their events schedule and what may make sense for us to attend. Asked if they had a monthly meeting for us to also present at.


 


Bill responded quickly. Have a staff meeting on 1st Tuesday of the month and he'll try to get us in the April one.


Description:
Introductory email sent returned undeliverable, did some research online and looks like the company moved to a new address 8075 North Point Boulevard, Suite J Winston Salem, NC 27106. Will make a call and see if I can update rep contact if not will pay a visit and drop off business cards.


Description:
intro email returned undeliverable, did some research online on their website and it looks like the have relocated to a Winston-Salem location, address on site is 


90 Piedmont Industrial Drive, suite 90 Winston Salem NC 27107. Will pay them a visit to update contact information


Description:
Introductory email returned undeliverable to both Amy and Pam, went on to their website and they have relocated their office in Winston Salem to 200 S Marshall St, Winston Salem NC 27101. updated profile will try and contact main line to get new rep name if not drop off business cards to get in contact with an HR rep to schedule future on-site visit


Description:
Teresa responded to intro email that she's enjoyed the customer service at the Palladium and that they're posting our information monthly. I told her once things settle from the move that we'd love to visit them for an on-site.


Description:
Stopped by to speak with Daniel and introduce David Martinez.  He informeds us that after 5 years he had finally mived over his BIZ accounts


Description:
Received and submitted SEG paperwork from ABS. Account created.


Description:
Paid a visit to the Inn and spoke with Steve Lawson who is the new General Manager, Steve informed me that Pinnacle holds their business note and they do on-site visits for their employees, according to Steve Pinnacle is giving their employees $100 for opening savings accounts. Left my business card and membership cards.


Description:
Paid a visit to location with Larry to speak with Teresa, Teresa still works there but we were not able to catch her at the office, left business and membership cards with Heather Wilson, Marketing Director


Description:
Emailed Norm to attempt another roll out for the Allegacy benefit. Offered $5 cards and member packets for new employees without checking accounts.


Description:
Spoke with Alyssa White VP/Owner, We left her membership cards and remind her that they are a SEG, she referred us to Sherry Jager & mentioned that we need to speak with George about commercial accounts. We wrapped up the conversation letting her know that we would email Sherry and reference her instructions on George & would copy Greg Keoleian from commercial.


Description:
Did Lunch with regional manager Ryan Hendrick for Greensboro and Winston Salem area, left him the membership cards and offered to do an on-site with his team, he mentioned they were looking for a recruiting tool/asset and was thankful for the cards. Follow up date for end of April to reach out again.


Description:
Sent follow up email to Kristy Cardwell regarding Greensboro on-site after she never replied to previous request for reschedule.


Description:
Meeting with Joe Clark to discuss additional space opportunity HQ has.


Description:
Emailed Anne Sergent regarding setting up an on-site.


Description:
Carolina Rapids merged with Discoveries Soccer Club and Lake Norman Soccer Club to form Charlotte Independence Soccer Club in April 2019


Description:
Followed up on December meeting with an email to Kristen to discuss becoming a SEG


Description:
Followed up with Mary Ann. Sounds like they are considering a few options and still not high urgency due to an audit they were undergoing. Follow up in April.


Description:
Spoke with Brenda. They are almost through with their changes. Hopefully get paperwork soon, she's excited for the Yadkinville branch. When introduced, make sure we have a bilingual speaker


Description:
Reached out to Kris via email to introduce myself, discuss on-site.


Description:
Sent follow up email to Ron Thomas regarding on-site; he replied quickly saying "not at this time" so I responded with a one-sheet PDF on the benefits, that they already hold it and its free, and to reach out if anything changes


Description:
Followed up to try to schedule on-site from January conversation.


Description:
Ursula reached out with interest in a car loan for her business. Referred over to Carey Furr.


Description:
Stopped by business today and it looks like they are running business out of a home, will follow up Kristi today to confirm that this is the location.


Description:
Dena responded to monthly email with 'unsubscribe'. Moved her email into Key Information and secondary contacts but removed it from the SEG Rep. Sent an email clarifying why she was included on the email and saying I was available for an on-site.


Description:
Contacted Rick regarding an on-site for 2020. He asked to defer discussions until later in the year once the coronavirus outbreak has some clarity.


Description:
Held on-sites with Russ Parmele, Pam Kline, Ingrid. Held three over two days to cover all shifts.


Description:
Called to speak with Michael.  Was advised he is no longer there.  Rojetta came to the phone.  We scheduled an onsite for 3/18.  Will get updated numbers and hopefully meet the new plant manager.


Description:
Scheduled on-site for April 30 with January Flynt. Lunchtime on-site.


Description:
Received unsubscribe request from Johnelle; moved her email to Key Information and sent follow up email to her letting her know to contact me if she needs anything.


Description:
Dropped off cards for Dr. Sides, he does not work on Thrusday's


Description:
Stopped by to business and spoke with Bart, Updated total employees from 9 to 15, had questions on car financing, looking to expand current location, referred to commercial. Left new business card as well as membership cards, will let me know in the future regarding on-sites.


Description:
Visited location, Dr. Trujillo was not avaliable got his business card best time to contact is after 1:30 pm


Description:
Paid a visit to business address, looks to be closed will do more research


Description:
Jonica reached out to me this week because she would like a manifest of those using our HSAs. The reasons she couldn't get that from payroll are unclear although we suggested that. She still wanted us to provide one, so working with deposit ops to provide the information.


Description:
Held call with Carey Furr to discuss the commercial elements of Pamela's request. Additional referral possible for profit sharing to Carla Hooker


Description:
Researched more obituary came up no information on office moving or anyone taking over, office was empty when we paid a visit, closing seg


Description:
SEG paperwork reviewed and approved by our board in February. Activated today, sent inquiry about introductory on-site.


Description:
Stopped by to see If I could get in contact with Jon Bowman since email weren't going through, spoke with receptionist and she informed me that he is primary in Kernersville. Updated email to jbowman@salem-one.com, will contact to obtain rep info of who handles on-site visits


Description:
Went to speak with Patrick regarding on-site vists, he was not in the office left my business card, will follow up this week


Description:
Stephanie reached out saying that due to company policy regarding the CORVID-19 outbreak, they will need to postpone the education event. Responded that we will follow up in a couple of months to reschedule, offered $5 cards.


Description:
Met with Kristin over lunch and explained to her the benefits of being a SEG partner also spoke about future on-site visit for the employees. Usually meet quarterly, Kristin was unsure if they had already had one she will reach out to me to see about future visit.


Description:
Emailed Wendy Strader following discussion with Derek Carte. We had reached out to them during the call blitz last August. Wendy is a member. We also acquired the card of Ted Shalek during the call blitz (contact info in contacts list)


Description:
Spoke with Jon Bowman re on-sites he is no longer in charge of that gave Jocelyn Garcia as rep in charge off on-sites


Description:
Sent Maria a follow up email discussing the SEG benefit and how she's using it.


Description:
Sent introductory email to Anne regarding how she's using the SEG benefit and on-site


Description:
Visited location with Larry, Spoke with front receptionist Michelle. Nicole was in a meeting and not available to speak but Michelle was able to give me a direct line for Nicole. Left my buisness card as well as membership cards.


Description:
Visited location as email to Wade were coming back undeliverable, spoke with Shane Dakin new General Manager for workout anytime and was open to setting up an on-site visit for later this month if not early April. Updated contact in Seg manager will follow up with Shane to schedule On-site visit.


Description:
Googled aramark and two winston salem locations came up on google search, 315 Cassel St and 950 Reynolds blvd, Cassel St location belonged to flowers bakery and the resource but building was not in use. Second Location is a reynolds building, speaking with front security she informed us that Aramark is no longer in the building. Marked as inactive.


Description:
Visited location with Larry, spoke with front receptionist Dailene, Julie or Scott were not in the office today. Left buisness cards and memebership cards with Dailene, will follow up with either julie or scott via email to set up future on-site visit.


Description:
Visited location today with Larry, Spoke with Pam. Just following up making sure our contact information was up to date, Introduced myself to Pam and let her know that I was the rep that would be servicing her area. Left business cards as well as membership cards for her employees, will follow up with pam in a couple of weeks to see about scheduling future on-site visit.


Description:
Received phone call about documents for SEG affiliation that I emailed yesterday.  Received docs 2 houtrs later.  Submitted to Joe for baord prep.  Updated to pending and changed to Russ in SEG MGR so he can maintain the relationship once we do the initial onsite. Updated contact info.


Description:
Visited location with Larry. Was able to introduce myself to Kathryn and let her know that I was the new rep working her area. Gave her my business card as well as Membership cards for employees. Spoke about a future on-site visit in April, seem open about scheduling an on-site once virus news settles down. Will follow up in a couple of weeks to check on her and see where we are.


Description:
Stoppede by and spoke with Amanda to follow up in scheduling the lunch with WellQ and Amanda & Samuel.. Emailed her upon return to Westbrook for 4/15 or 4/29 appointment with reviewing calendar along with KSS.


Description:
Stopped by office and picked up an application, dropped off $5 cards, and discussed way to work with the SEG during the COVID-19 outbreak


Description:
Working with Ray Perry to try to get scheduled an opportuntiy to speak with staff prior to their monthly meeting. Tentatively scheduled for April 7.


Description:
Sent a follow up to Matt James regarding contact to plan a late spring on-site.


Description:
Visited location with David, Spoke with receptionist Heather explained that David is new business rep working her area left David business cards as well as membership cards, will follow up with Brandie via email.


Description:
Larry fwd email he received from Brandie said she has spoken to Marianne current CEO and she is not interested at the moment, Brandie said if Marianne ever changed her mind she would reach out to us, will follow up in a couple of months.


Description:
Spoke to Valerie Benton Smith and she provided email addresses of members and interested members. Will send out an email focused at discussing the benefits of joining and small business products. Their March meeting was postponed and moved until May 7.


Description:
Matt replied and put me in touch with Kippi Stevenson, someone new with their organization that will be handling the on-site. Emailed her to set up a phone call for introduction.


Description:
Shared information related to new ITM in Yadkinville and COVID-19 to Landon


Description:
Sent Veda information related to new Yadkinville ITM and COVID-19 via email.


Description:
Sent Valoree information related to new Yadkinville ITM and COVID-19 via email.


Description:
Emailed Jim to offer any help we ould and shared the ITM new from our Marketing team.


Description:
Sent an email checking on the team and shared the news aout the ITM


Description:
Linkedin message back & forth with Maru.  They're working remotely for the next two weeks.  Offered assitance to the tem via our remote offer from initial onsite.


Description:
Followed up with Regina regarding rollout of Allegacy benefits. Let her know much of what we can rollout is digital or via phone.


Description:
John Thacker's email bounced back earlier in the month. Removed from account.


Description:
Betty Cain's email bounced back. Removed from profile.


Description:
Updated name from Golden Touch Car Wash to Tidal Wave Auto Spa of Greensboro. Put in a ticket in MISER


Description:
Visited company today as Dan Bernabe wanted to be able to send clients there; got update and advised of referral to Dan.  Staff wearing gloves to handle client documents.  Very nervous with outsiders visiting.


Description:
SEG approval by board on March 19, activated today within SEG Manager


Description:
SEG approval by the board on March 19, activated in SEG Manager today


Description:
SEG approval by board on March 19, activated in SEG Manager today


Description:
Received unsurprising email from Missy saying April 7 was off (wasn't planning to attend due to coronavirus anyway). She said to touch base once things have calmed down.


Description:
Pam responded and let me know her hsuband was in the hospital w/heart attack.  Will revisit onsite during the summer.


Description:
Spoke with rep for Pivot Ministries anwserong mortgage/financial questions for the group.


Description:
Spoke with Ruffin Price and said that we would need to reschedule March 31 on-site due to coronavirus concerns; he said it was totally understandable. Will reach out in a few weeks.


Description:
Working with Connie Shoaf to get an on-site. She has a relationship with them via lifestyle lending.


Description:
Emailed David and let him know we were still open and available if they need us. Being in home healthcare, they serve many at risk populations for COVID-19.


Description:
Attended on-site with Russ Parmele, brought Panera


Description:
Attempted to check-in on ReMax and couldn't find their location; find again with more time to look.


Description:
Updated name and contact info to reflect Dr. Li purchasing the practice. Went from David J. Barabe, DDS, PA to Advance Family Dentists. Sent ticket to update on MISER.


Description:
Called on Jim Warren to discuss SEG benefit they hold, left message


Description:
Merged with Gardner Denver Holdings out of Milwaukee. Will result in two companies: Ingersoll Rand, which would create compressors and industrial pumps, and Trane Technologies, which will focus on environmental innovation in HVAC. Both operate out of the Davidson plant for the time being.


Description:
Set calendar appointment for David/me to connect as SEG Rep works for a bank in Lexington now; need to update after CoronaVirus


Description:
Emailed Leigh Grimes to discuss doing an on-site.


Description:
Received email from Susan Mitchell saying they would need to reschedule due to the COVID-19 pandemic. No date set yet.


Description:
Updated from Temas Eye Center to Carolina Eye Associates. Put in ticket to update in MISER


Description:
Spoke with Debbie Brady regarding IR and Trane Technologies. They are currently closed due to COVID-19 but had layoffs recently independent of the virus. IR had laid off 150, Trane had laid off 300 with IR likely to have additional ones. Debbie says that long-term, IR will likely move but that Trane will stay. Once the plants have reopened, we need to work to get in front of the new executives with Donna Hennessey.


Description:
Email bounced back and Google says they are permanently closed; research shows the company filed bankruptcy in December and ceased operations following decrease in freight demand and indictment of President and COO.


Description:
Sent out COVID email and updated contact info from Brenda Hudson (retired) to Stephanie Page and Stephanie Hicks


Description:
Appearance at staff meeting postponed until COVID-19 issues thaw. The dealership has adjusted hours, closed entirely on Tuesdays and Wednesdays.


Description:
Sent out COVID-19 email and Ben Sutton's replied that he is no longer monitoring the email address. He left IMG in 2018 and started Teall Capital. 


 


Old IMG email - ben.sutton@img.com


Current gmail - ben0sutton@gmail.com


Description:
Spoke with the team to confirm they are available for business under COVID19 rules before marketing promotes; they are good and good with it!!!


Description:
Shared the Health Savings Account form with Jonica, as well as information regarding Allegacy membership in general.


Description:
Spoke with Debbie Hooker; they were affected by Covid-19 before the stay at home orders due to Chinese clients, airline and cruise ship partners; much difficulty with unemployment and health insurance.  Will reschedule onsite.


Description:
Larry Cozza and I discussed and it appears that this SEG has moved its Winston-Salem offices. Need to drive by once more and confirm they are gone and make them in-active.


Description:
Reached out to Debbie Davis, who works most closely with Lee Comer, to get a since of their structure prior to the COVID-19 outbreak and to formulate a plan to approach them once social distancing measures are relaxed.


 


They were only operating the Iron Hen at the time of the pandemic. She is struggling big time right now and it would be best to wait until we get through this before approaching her about the SEG element. She works closely with Debbie Davis and Tom Peters. Currently employees changed to about 12


Description:
After Bettina's email bounced back from the COVID-19 Financial Advisor hotline, I did some investigating. It looks like Jill Biggs may be a good person to start with to renew the partnership.


Description:
Gave a call and got information for Corlis Harris, new HR rep. Left message with her.


Description:
They are currently closed due to COVID-19, at least until April 30.


 


Updated account to include Bill Norman's email address.


Description:
The club is closed for an indefinite amount of time due to COVID-19


Description:
Gym is closed for indefinite period of time because of COVID-19


Description:
Center is closed for indefinite amount of time due to COVID-19


Description:
Jennifer asked about a WellQ membership for her husband, who has been furloughed because of COVID-19. Sent to Karen Sigmon-Smith


Description:
Updated contact information from Brooke Gibbons to Kate McAllister as Assistant Director


Description:
Email bounced back and online research doesn't suggest it is still open. Check in once COVID-19 allows to determine whether they are functioning.


Description:
Updated Lisa Purcell email from lisa@wsfoundation.org to lpurcell@wsfoundation.org


Description:
Research indicated that Katherine "Kit" Broadhurst has retired. Updated with Rebecca Nelson's contact info


Description:
Research reflects new contact is probably Charles Gwinn as Senior General Manager (charles.gwinn@cblproperties.com)


Description:
Research suggests that Patrick Casstevens is probably now the contact as Director of HR/Safety (patrickc@omegaconstruction.com)


 


Spoke with Dawn Fink at Allegacy Benefits Solutions and while they've lost them as a benefits client, these were their most recent contacts


Greg Marshall (gregm@omegaconstruction)


Lisa Singleton (lsingleton@omegaconstruction)


Description:
It looks like Robin Yates is gone as a Managing Partner. Not clear if there is a similar role but Christine Chambers, Accounting Office Manager (christine.chambers@netunlimited.com; 336-765-0023, ext 121) looks like she would be a good person to start with


Description:
Research suggests that Joey Messer is no longer the General Manager and that it is now Steve Lawson (slawson@sh-hotels.com)


Description:
Left VM with Brenda regarding SEG paperwork


Description:
Working with Merrill Shaw & Donna Hennssey, determined that Jill Lackey is the current contact. David will reach out to Donna for an introduction and contact info


Description:
David Foster made initial contact to bring James R Malton on as a SEG. Sandy is their assistant


Description:
David made four contacts regarding becoming a  SEG. Got an agreement today to become a SEG. Received paperwork for August board meeting


Description:
Belinda Wilson made comment that they were approved by the Board


Description:
David Foster went to an on-site and spoke with five employees, signing up two. Morning meeting from 9:30-10:30


Description:
Jennifer Betson working with the SEG, attempts to call for an on-site, sending marketing emails


Description:
Kanta Fleary working with the SEG, attempts to call for an on-site, sending marketing emails


Description:
Working with the SEG, attempts to call for an on-site, sending marketing emails


Description:
Received SEG paperwork via Chad Huff at ABS. Submitted for board approval.


Description:
Received confirmation back from Wendy Strader that Kristie Catlin is the correct contact. Reach out to her once the anxiety surrounding nursing homes subsides due to COVID-19.


Description:
Called Blanca Pearce's extension and got "Jennifer in HR" but no last name. Left VM requesting she call me back.


Description:
Called and left a message for Dawn Schultz; not exactly sure what Tori's message from last means, but Dawn and Deanna are both still there. Updated contact information


Description:
Called main line, spoke with Debbie and she said I should speak with Ben Holcomb (CFO). Left a VM.


Description:
Marked inactive because they are affiliated with Wake Health; already in field of membership and cannot be actively recruited


Description:
Asked Larry Cozza about SEG affiliation since we work with them so closely with Wellness; he said they have declined because of close affiliation they have with BB&T/Truist


Description:
Dontay Mitchell reached out and said he was now the contact and Jonica Eveland was no longer with the NBCC. Updated contact info.


Description:
Loretta Smith (loretta.smith@bermudavillage.net) replied to monthly email and said Verna Shore is no longer with the staff. I asked for new contact and deleted Verna's contact info.


Description:
Niki requested that we remove her from the email list. Put her email in the contact section after reaching out to see who the right contact would be.


Description:
contacted accounting office first number disconnected, Called number we have on file with Charlotte area code, spoke with rebecca and stated that Carols number is 856-778-4402 updated numbers.


Description:
Outbound call checking on possible direct deposit isses; spoke wit Laura for 15 minutes about a variety of things while she checked with payroll; may want to attetnd the CISCO webex w/Chad Huff


Description:
contacted Angel was not available so I left her a message regarding an employee deposit that was not made due to tech upgrade over memorial day weekend


Description:
Sent email to contacts requesting information on how their employees are working and they are coming back to work.


Description:
Sent survey to contact regarding how their employees are working and being reintroduced back into the office; FYI it bounced back because of some weird things related to their SPAM filter. Be mindful that if you get similar bounceback in the future, it may not be because Josh is gone.


Description:
Sent survey to contact regarding employees working and being reintroduced back into the office


Description:
Sent out survey on return to work processes for their company


Description:
Sent out survey on return to work processes for their company.


 


Kristie replied and said that Denise Watson was no longer with the company and that Angie Cagle was now the Sr Dir of HR. Updated contact info.


Description:
Sherri Scott reached out to Karen because she is a close friend. Sherri said that she is very excited at the prospect of us coming during their open enrollment in a few months.


Description:
Susan responded to email with information stating they were back in the office but outside visit were suspended at the moment.


Description:
Called and did research on the office. It appears the Battleground office is now a Century Complete office. Called number and selected HR (Kendra Kahn) and left a message.


 


Larry recommended checking with Westbrook location if no response. Local branch manager named Glen Craig is an option to try.


Description:
Left message for Carol Lee to confirm contact information.


 


Spoke with Carol on 6/22 and got info. Going to email her the SEG benefit information. Follow up in September if no word from her.


Description:
Spoke with Mary Ann for the first time since February. They remained open through the shutdowns and avoided layoffs and furloughs. Still interested in the SEG membership and will discuss with Mark, but a decision is unlikely before the end of June due to inventory. Said to follow up in July, it would coincide nicely with open enrollment.


Description:
Spoke with Brenda for the first time since the pandemic started. They have been in the process of restructuring a lot of their manufacturing and that process is mostly done. They did not lose anyone due to layoffs or furloughs during the pandemic, actually are in the process of increasing their workforce (up to 230 in Mocksville). Dust should be settled by the end of July, so interested in rolling out in August. Contact her at the end of June to try to get for the July board meeting.


Description:
David had a call with Arem Martinez regarding via the call center looking for financial institutions they can offer to their employees starting from overseas. Confirming that he is the correct person to work with. 


 


Arem Martinez - HR Administrator


Ph# 336-393-3014


Arem.martinez@volvo.com


Description:
Spoke with Missy via email that she hasn't been able to do the paperwork due to increased duties related to COVID and that obviously we cannot come out until it is safe to do so. Door is still open and I let her know that if she can do the paperwork once things have settled down, we can be ready to go once it is safe to get back out there.


Description:
Spoke with Hall and he mentioned that prior to the COVID shutdown, we were close to having an on-site. Will be reaching back out once we are through COVID


Description:
Called and left Stacey Allen (HR Generalist) a message at the main line. Trying to find a new contact.


 


Follow up on 6/30 as well


Description:
Left another voicemail for Jennifer regarding new contact information


Description:
Spoke with Shirley Lawson on the phone. She is still there but has a new email; updated phone number, email, employee number.


Description:
Called HR and got Cindy Smith's updated email address. She is still the right person to speak with. Sent follow up email to Cindy


Description:
Left voicemail to try to bring back up getting paperwork and having REEB become a SEG


Description:
Called phone number and it sounded like it rang directly to a cell phone. Spoke with who I assume is the owner (Mark Angel) and he said they don't provide benefits or have much of an interest in receiving information from Allegacy.


Description:
Spoke with Akeico on the phone, gave my contact information and emailed the Intro doc


Description:
Left voicemail with Jennifer West to introduce myself and update contact


Description:
Spoke with a woman in payroll and got Joanelle's email; she is working from home as the office manager


Description:
Called for an updated HR contact and was directed to check in with Suzanne Tabor (who appears to be the CEO); left a message.


Description:
Spoke with Mary Knight on the phone. Jean Moser has retired. Updated contact information. She said that we came out last year and no one was interested. Send contact info and Intro


Description:
Called and left another message for Tom. Gentleman on the other end of the line wouldn't give an email.


Description:
Called and got new contact (Trip Smithdeal) as the Director. Updated information from Stephanie Zananiri.


Description:
Emailed Austin McKim regarding June/August SOAR programs. Included Austin and Natasha Toussaint's contact info in 'Contacts' tab


Description:
Fred spoke at a Mount Airy Chamber mixer (virtual) and it reminded me to follow up with Connie on how they are using her lifestyle lending. She said they have the brochures and info and she has gotten one loan from them.


Description:
Sent out Back to Work email and received news that Foothills Eye Care was acquired by Eye Care Center. In the process of transitioning, which could take a couple of months. Two fo the doctors left, leaving Dr. Walker. They have another coming on board and will get a third eventually. New Office Manager is Frankie Yates; give her time to get settled and contact about SEG piece.


Description:
Sent out Back to Work email and learned Rusty Reynolds is no logner the Executive Director. Updated information to Autumn Weil.


Description:
Contacted Durham office and got the new contact (Felicia Hudson). Sent email.


Description:
Back to Work email bounced back so called the main office and got contact info for new VP HR - Patty Thomas


Description:
Updated contact info to make Ashley Riggs the SEG Rep. Sherri Scott spoke with Barry Sams and he provided her contact info.


Description:
Colleen responded to survey email, saying they had reopened with temperature checks and social distancing. Said they all had checking and direct deposit (i.e. not interested in further interaction). I replied with the Intro post and said if he anyone had questions, please email.


Description:
Sarah Eidson responded to the email by saying they never shut down. Appears they are still allowing guests on-site. Responded and said we'd love to come back out once the public health allows, maybe during open enrollment.


Description:
Mike Wager sent response to Return to Work survey saying they remained open due to being an essential business. Replied with intro email and reminder that we could work with any folks with questions.


Description:
Communicated via email with Norm Potter regarding Back to Work survey. They never closed but have never been set up for a traditional on-site. Requested means of signing people up digitall and also asked about financial literacy. Responded with next steps to set them up. Awaiting response.


Description:
They have not closed but it sounds like they've had cuts in hours due to need for social distancing. Offered virtual communications and financial education.


Description:
Karen responded to Return to Work survey and said they were working entirely remotely with no return to the office scheduled. Said the office would be closed to visitors when they do return


Description:
Left message for Stephanie; it appears that Caterpillar is now Progress Rail. Re-establish the contact and then adjust the name.


Description:
Spoke with Kristen and they are all still working remotely and she, understandably, has not been able to discuss with the CEO and President. President will soon be out on maternity. Give until the end of August before reaching back out. They were not able to get an HR Department set up prior to COVID-19 shutdown.


Description:
Follow up email sent to Arem regarding introducing the SEG piece


Description:
January responded to back to work survey. Sent them intro PDF.


Description:
Lauri responded to Return to Work email. Responded with intro PDF.


Description:
Rojetta replied to Return to Work email; they never closed. Reschedule on-site once we are able to attend safely.


Description:
Debbie replied to survey. Replied back with intro and letting her know we are available if needed.


Description:
Left voicemail for Julia Landreth, Benefits Manager, at corporate HQ in Greensboro


Description:
Received OOO reply by Allison Ray that she would be out for an extended period fo time when sending out Back to Work message. Message included Melissa Craven's contact info, so sent the email to her, too.


Description:
Beth Starling provided new contact information for Amy Greene. Previous contact as Lori Tadlock, who had to resign following an arrest in March 2019. Follow up with Amy via phone and discussed SEG benefit and sent info to her.


Description:
Spoke with Rick to check in on how they were doing. He was pretty frustrated at the pandemic situation as a whole (not with us). Pretty tense conversation but nothing really we can do. Continue to serve as a resource to them.


Description:
Followed up with Carey Furr on how March's conversations went. She said they applied for a loan but they were not approved (COVID influenced it due to suspending elective procedures but it was not the primary cause). Carey is not sure if the Merchant Services stuff went through.


Description:
Spoke with Dr. Strickland. They have been getting back up and running following COVID shutdowns. Sent contact information and said to contact if they have any needs.


Description:
Left message on her office line (336-769-5603)


Description:
Left message with Centrece. Appears they may now be AdaptHealth.


Description:
Researching for Yadkin branch opening, discovered they have partnered with Wake Health, bringing them under their field of membership requirements for Allegacy


Description:
Ricardo responded to return to work survey. Replied to let him know we are available remotely if they have questions.


Description:
Following Mt Airy Chamber Zoom call, sent an email to Sandra with Larry to discuss a SEG opportunity. Mt Airy Newspaper is owned by Adams Publishing Group, which holds five properties in areas we hold a branch (Yadkinville, Elkin, King, Mt Airy x 2).


Description:
Left message with Angie Cagle introducing myself and discussing new branch in Yadkinville


Description:
Brenda has moved to the Asheboro plant. No longer at extension 5104 (now Rhonda who is in Mocksville).


Description:
Sherri Scott and I held a Zoom meeting with Michelle to discuss 2020 partnership opportunities. Talks had stalled because of COVID-19. We agreed to enter a partnership where we would contribute dollars to cover membership dues of those who won't be able to pay due to impact from the pandemic on their business.


Description:
Rob responded to the return to work email with their details. I thanked him and shared with them the information for new SEGs and that we recently opened the branch at Palladium.


Description:
Left message following up on the return to work email


Description:
Listed in DNA and Instant Open as "Radiotherapy Simulators"


Description:
Left message with Jennifer following up on Return to Work survey


Description:
Followed up with voicemail on Return to Work email survey


Description:
Mary Ann said they had a "hiccup" this week and weren't able to discuss SEG piece. Said to give a call first week of August if no word.


Description:
Called to speak with Orielle Hope, receptionist said she is no longer with the company so I asked to speak with Donna Schimmenti found on linkedin, she transferred me and I left a VM with my number so she can return my call.


Description:
Had joint call with Larry Cozza and Sandy Hurley to discuss SEG benefit. Went well and she will be checking in with her HR person to make sure there is no conflict in something they already hold.


Description:
Received a referral from Valerie via one of GGBCC's members. It is Folasade Scott from FolaSun LLC. She has interest in a business checking account. Referred to Debbie Davis.


Description:
Spoke with Gregg and introduced myself. They were essential, so no COVID shutdown but have introduced safety protocols. Will send him my contact info and make sure he has updated information. Mentioned $5 cards and that we can open accounts for free for their employees.


Description:
Spoke with Pauline. They are mostly back to normal in the office. Requested us to send some information and my contact information. Updated staffing from 13 to 14.


Description:
Michelle is going to put a note about membership available to all companies and their employees in their next mass email and it will be on their website on the Member Benefits page.


Description:
Called Wendy Oliver. She said she no longer handles the employee benefit piece, referred me to Heather Key. Updated information


Description:
Reached out to Deborah Lunsford regarding SEG benefit. Suzanna Scoggins (HR Manager) reached out and said they will not be doing business or promoting Allegacy in the future. She had a very bad experience that involved an Allegacy employee behaving immorrally a few years ago. Apologized on behalf of the credit union but not really anything that can be done until Suzanna is no longer in that role.


Description:
Spoke with Jason on the phone and at this time they aren't interested; offer a couple of different financial institutions already. Reiterated it is free and we could revisit it if interested.


Description:
Visited Yadkinville branch and spoke with Cindy Foster and Darian Hester. Darian knows Jeff Mickles (336-679-3755) and Cindy knows Smitty Williams (336-679-3741)


Description:
Company filed Chapter 11 for the second time in three years, putting the future of the plant in Madison in Jeopardy. From the Triad Business Journal, August 6, 2020:


 


Remington has filed notice with the state of North Carolina that it will permanently close its facility in Madison and lay off 103 workers.


But whether workers lose their jobs or the facility actually shuts down will depend on whether the company finds a buyer or investors during its Chapter 11 proceedings.


Description:
Spoke with Mary Ann. Mark is uninterested in adding thing at the moment, despite it being free. Maybe try to revisit once the pandemic is cooled a bit. They said they just had too much going on, so hopefully next year will be less stressful for them.


Description:
Called to speak with Lisa Cain. They said she is still the correct person that I should reach back out in September. Updated address from 4510 Weybridge Lane to 4508 Weybridge Lane


Description:
Spoke with Arem Martinez on the phone. He had called into our call center in May, inquiring about how to have credit union membership for foreign new hires that need financial institutions. I told him they were already eligible and spoke a little about Allegacy.He said that between COVID travel restrictions and general downturns, the need isn't there like it was earlier in the year but we can partner in the future. Sent him contact info and Allegacy info. Follow up in fall if things are better.


Description:
Phone via the Yadkinville call blitz and let her know that the branch was now open. She didn't need any additional info from us but let me know she would send out a memo to staff.


Description:
Called via the Yadkinville blitz. Interested in setting up a call regarding a commercial account


Description:
Called Jim via the Yadkinville call blitz. Excited to hear the new branch had opened and would pass along info to staff. Sounds like they may be in the market for new commercial account due to the Suntrust, BB&T, First Horizon issues but not yet. Wants to give them a chance first.


Description:
Left message with Landon via the Yadkinville call blitz that the branch had opened


Description:
Left message during the Yadkinville call blitz with Kim re: SEG membership


Description:
Called Kimberely as a part of the Yadkinville blitz and let her know that the new branch had opened.


Description:
Called via the Yadkinville blitz and let her know about the new branch. Not much interest on her end.


Description:
Left message with Terri Brooks via Nicole on the Yadkinville call blitz.


Description:
Left message with Karen Hardy in the Yadkinville call blitz regarding SEG benefit


Description:
Left message on Yadkinville call blitz with Kathy Poteate regarding SEG benefit


Description:
Spoke with Elisha via the Yadkinville call blitz; they are essential and never shut down. They are not allowing folks on-site, so any inclusion would need to be remote. Asked that we send over the information on SEG membership and follow up in a couple of weeks.


Description:
Updated as closed; website says the doctor has has taken a position at West Virginia University


Description:
Research suggests organization closed in 2018


Description:
Received return mail notification, contacted main line and updated physical address


Description:
Received return mail notification, contacted main line number is disconnected. Google search revealed new address


Description:
received return address notification. Contact # and got updated address from receptionist


Description:
Had a telephone meeting with Carey Furr and their owners Valoree, Clay, and Glenda. Warner was out of the office but is the fourth owner. Had interest in Business Checking, Money Market Savings, and business credit cards. No loans currently outstanding. Lease building and occassionally buy trucks, some of which are financed.


Description:
Joint call with David Martinez to Samantha Mcnair. Was not able to get her on the phone left a VM for her to return my call, will follow up in about a week or so If I don’t hear anything back.


Description:
Left VM with Matt to invite to Davie County Chamber Pro Scramble golf tournament


Description:
Board approval of SEG on August 20, 2020; SEG profile created. Referral via ABS to use for Health Savings Accounts. Initial onsite done in early August for open enrollment.


Description:
Board approved on August 20, 2020. SEG profile created. SEG was referred by ABS to help with opening HSAs via open enrollment


Description:
Board approved as a SEG on August 20, 2020. Profile created. Referral via ABS because they will use Health Savings Accounts with open enrollment


Description:
Received message from Twyla Kidd that she is no longer with Pfeiffer. Updated info to Robin Leslie - CFO


Description:
Susan reached out to clarify what the Kemper workshops are. Said they were similar to All State benefit but had some new benefits.


Description:
Myron Pearman appears to no longer be with Charles Aris. Sent email to Karen to see who the new contact may be.


 


Karen updated that Danielle Bowman was the new point of contact. Updated contact info.


Description:
Requested 20-25 member packets. David Martinez mailed them with Choose Allegacy, checking account brochures, and $5 cards. I followed up with an email that spoke of new Yadkin branch and Kemper promos.


Description:
Spoke with Lisa to promoted Chad Kemper health webinar


Description:
Spoke with Garrison to promote Chad's kemper webinar


Description:
Spoke with Lisa to promote Chads kemper webinar


Description:
Spoke with Honesty to promote Chads kemper webinar


Description:
Spoke with Shanita Dobson about Chads Kemper Webinar, she informed me that she wants to refi personal vehicle. Emailed Brandi E to have a teammate contact Shanita for Refi.


Description:
Called to speak with Scott or Julie, got Taylor and said both are WFH.


Description:
Emailed Scott & Julie in regards to Chads Kemper Webinar


Description:
Called to speak with Deana, Ayanah took a message for Deana to return my call for Chads kemper webinar


Description:
Have been trying to reach contact and folks at the office. Website address is now a PO Box in Archdale, it appears Teresa Bailey is no longer with the company, and phone number for main line is disconnected. Drive by address, check it out and go from there.


Description:
Made call to promote the Kemper workshops. Sue Miller no longer with the company. Spoke with Issie (Elizabeth) Tutterow and forwarded her the email. France Tutterow oversees a lot of the benefits.


Description:
Stopped by to pick up 1 employee account application, employee signed up for ck and sv


Description:
Tony Collins, the Branch Manager, replied to an email promoting Allegacy in response to the First Horizon acquisition of Truist branches. His son had some issues with his account pulling his car payment. He spoke with David Martinez and then Sherri Scott, who helped his son get refunds on two overdraft fees related to the issue.


Description:
Left VM regarding Kemper benefits webinar from ABS


Description:
Spoke with Tamara about Kemper promos. They already have Kemper benefits. They also never shut down from COVID.


Description:
Spoke with Frankie about Allegacy, the SEG benefit, and Kemper email. She gave me her direct line and asked that I re-send. She'll share with the staff.


Description:
Left vm to krisit in regards to Chad Kemper Webinar


Description:
Spoke with receptionist informed me that Patty Bare is no longer there and has not been for the past 4 years, most senior positions are working from home and they are not working on bringing in anything new just trying to stay a float


Description:
Left VM with Matt James checking in following March communication on COVID and State of Emergency. Also asked about Kemper webinars. Updated one contact to Kippi Stevenson, new HR director


Description:
Spoke w/Laura & obtained her email addrees; sent invite to Chad's webinar on Kemper Insurance


Description:
Called to a direct line on their website that went to Darren White (CEO/CFO according to the website). Awkward conversation and it sounds like he isn't with them any longer. He confirmed Teresa definitely wasn't with them any longer but asked that I send them an email and he'd get it to someone. Sent email.


Description:
Left message with Stacy Moyer regarding Kemper webinars and checking in on new hire packets


Description:
Called Valoree regarding Kemper webinars; they use the program but have some concerns their employees are not getting the most out of their memberships.


Description:
Emaile Maru an invite to Chad's Kemper Webinar


Description:
Spoke regarding the Kemper benefits webinar, didn't seem to have much interest. He initially thought I was calling regarding their commercial accounts, which are run out of FL through Suntrust/Truist.


Description:
Left message regarding Kemper benefits webinars


Description:
Left message trying to get new email address


Description:
Spoke about Kemper benefits webinar, checking in on how they are doing. This is their busy time of the year, where they run third shifts (about 20 temps).


Description:
Left message introducing myself and discussing Kemper benefits webinar


Description:
Left introductory message and message regarding Kemper benefits webinar


Description:
Called to introduce myself and discuss Kemper webinars; extension 1004 doesn't go to Emily Green, but a woman named Mary Reavis who appears to no longer work at All State Express. When I spoke with an operator, she transferred me to a woman named Beth; left a message.


Description:
Called regarding Kemper benefits webinar and intro; spoke with Heather Sapp, Office Manager and she said that all of their benefits run through the parent company Bulldog Group. Roger Trute is the COO of Bulldog Group.


Description:
Called Michelle for an introduction and promote Kemper webinar; left a message and the woman I spoke with said email is by far the best way to reach her.


Description:
Left message with intro and Kemper benefits webinars for Pam Sloat


Description:
Called to introduce myself and discuss Kemper. Amy is part time now and Allison Flaherty took over the HR responsibilities. Try again later for her.


Description:
Left message with Sarah regarding Kemper benefits webinars, new Yadkinville branch opening.


Description:
Spoke with Marie regaring Kemper benefit webinars. She said she'd check it out but not likely to attend.


Description:
Called to promote Kemper webinar and Melissa is working from home. Email best way to reach her.


Description:
Left message with David regarding Kemper benefits webinar


Description:
Left message regaring Kemper webinar benefits


Description:
Debbie is interested in the webinars but unable to attend them, requested we send a recording of them.


Description:
Called and made introduction to Kimberly. Resent Kemper webinars email.


Description:
Left message with Denise regarding Kemper benefits webinars


Description:
Left message with Angie regarding Kemper benefits webinars


Description:
Caught up with Brian Stith. They had to lay off about 40% of their workforce due to the pandemic and haven't been able to start rehiring, but it looks like they are turning a corner. Never really closed the office or plant. Going through open enrollment at the moment. Spoke about financial wellness and the Kemper benefits webinars.


Description:
Kris reached out to e via Linkedin for a benefots consultation.  Sent John Heath's information via Linkedin and sent an introductory email to both parties!!


Description:
Spoke with Karen Fishel as follow up to the email sent inviting participation in Chad's webinars on Kemper benefits.  She will attend the 9/3 webinar.  Sales were strong in August and they're doing well.  They've only had 6 cases of COVID among all employees.  Open enrollment coming in November.  They may not have a benefits fair.  Follow up with her in late October.


Description:
Collaborative on-site with Larry & ABS. 


16 New members 


17 New HSA accounts 


8:30 AM - 8:30 PM


Description:
Collabrotive on-site with Larry & ABS 


6:30 AM - 5:00 PM 


Assisted ABS with HSA and spanish translation


Description:
Rcvd reply email from Ann Walker Treasurer on Chads benefits webinar  stating that they are receiving emails but the do not currently have employees at this time with the pandemic going on, and while it is kind that we are sharing our information with them they will most likely not be taking advantage of our offers at this current time. Also provided change of address. Will follow up in couple of months to see how they are doing.


Description:
rcvd reply from Julie, wanted more information on Chad's webinar pass info to edee as John H (ABS) is current rep and could provide more information. 


 


Also wanted more information on allegacy products & rates. Shared products online brochure with her as well as send current rates.


Description:
rcvd membership application from Garrison S.


Description:
rcvd membership application for Christine Bedell from Garrison. Account established


Description:
Contacted Honesty to remind her of allegacy partnership and introduce myself as new rep in her area, she informed me that she would have an employee interested in joining allegacy. Shared PDF will send to me once completed.


Description:
rcvd membership application for new employee from Honesty


Description:
Reached out to Lisa Wood to inform her of allegacy partnership and that I was the new rep assigned to the area. Informed me that she wanted to become a member sent pdf of application to her via email.


Description:
rcvd email from one of Lisa employees she forward a monthly email. Estbalished membership for employee refered to financial institution for auto refi.


Description:
rcvd membership application for lisa wood


Description:
Lisa Debit card was returned to Westbrook, got card from visa department and dropped it off for Lisa


Description:
Spoke w/ Garrison for feedback on chad's webinar. Had some questions regarding benefits and wants to also compare to what they have. Pass info along to chad & team.


Description:
open enrollement on-site with ABS 


help with spanish translation 


2 new member accounts 1 mortgage referral


Description:
Called # on file for Latrina McClinton, Number disconnected. Linkedin profile shows shes still at Inmar will send connection


Description:
Left VM to Pam Vandyke in regards to chad's benefits webinar


Description:
Spoke with Stewart, updated email to provide info on Chad's benefits presentation. Also gave info on Allegacy partnership.


Description:
Spoke with Regina regarding roll out of benefits and on Kemper. Going to send her the webinar. They have a few folks working from home but most guys have continued to work in the field. Seen a little bit of a downswing but nothing too bad.


Description:
Contacted Sharmin; ext no longer avaliable. Researched linkedin appears she is still with the company. Will call main line to see if numbers need to be updated.


Description:
Spoke with Allison regarding SEG benefit and Kempber webinar. Not interested in Kemper, already have a partner but did request I send info on the credit union.


Description:
Left message for Dawn Shultz with intro and Kemper webinar


Description:
Left message regarding intro and Kemper webinar


Description:
Called looking for Leah Dunbar to discuss intro, Kemper. Leah was out but they let me know Karson Cox was taking over that facet of the school and I spoke with him briefly. Sent email with Allegacy intro, Kemper.


Description:
Left message for Overton with intro, Kemper details


Description:
Left message for Bryan re: intro, Kemper


Description:
Left message for Jennifer West re: intro, Kemper


Description:
Left message with Glenda Shipe re: SEG benefit, Kemper


Description:
Left message with Denise regarding intro, Kemper webinar


Description:
Left message for Michael Young re: intro, Kemper


Description:
Left message with Christy Lewis regarding intro, Kemper


Description:
Spoke with Matt and introduced myself. Going to refer him back to Lori. He asked about the Yadkinville branch opening.


Description:
Left message regarding intro, Kemper benefits webinar


Description:
Spoke with an introduction to Melissa. They are a benefits client, so the SEG piece came through via HSAs. She asked that I forward the Kemper webinar so that she could refresh it (they already use the Kemper product). Very nice and asked the closest branches, was familiar with Shared Branches


Description:
Updated branch from Mocksville to Yadkinville (marginally closer)


Description:
Left voicemail to follow up introduction, Kemper benefits webinar


Description:
Spoke with Anne Sergent on the phone. Will send over the Kemper webinar as well as SEG intro pieces.


Description:
Left message with Myra Harris related to checking in and Kemper benefits webinar


Description:
Worked with Debbie McCliment to drop off 20 new hire packets


Description:
Ryan Blackburn from ABS provided paperwork for SEG membership. They are a benefits client that very much wanted to become a SEG.


Description:
Called to speak with Lisa and spoke with Chris. Chris (f) said to reach out in two weeks to Leslie, who has just started today.


Description:
Updated branch from Rockford to Yadkinville


Description:
Updated branch from Mocksville to Yadkinville


Description:
Updated address from Rockford to Yadkinville


Description:
Left message related to introduction, Kemper webinar


Description:
Left a message with information on SEG benefit, Kemper webinar


Description:
Left message for Leah related to intro, Kemper benefits


Description:
Left message for Kris Hudson re: intro, Kemper webinar


Description:
Left message regarding Allegacy intro with Kendra


Description:
Left message with Haley Motsinger re: intro, Kemper


Description:
Left message with Harold Craig re: introduction, Kemper benefits


Description:
Spoke with John Bailey; they use Allegacy for payroll services, don't do much with the SEG piece. Sent contact info.


Description:
Spoke with Elizabeth Goad. She said they haven't sent out information in a while and would do so. Updated employee numbers. A normal on-site wouldn’t work because only a handful of staff are in the office, with everyone else working out of patients' homes.


Description:
Left message with Tracy Scoggins re: intro, Kemper benefits


Description:
Left message with Corlis Harris re: Intro, Kemper benefits


Description:
Received paperwork following presentation to Jeremy Truhel with Greg Keoleian. We already had a high tier money market with them and the SEG piece is intended to deepen the relationship.


Description:
Left message for Nancy Carey on church line re: introduction


Description:
Called Kim Brewer to check in, ask about Kemper, $5 cards


Description:
Left message with Patty Caudle introducing myself, discussing Kemper


Description:
Following meeting with me and Carey Furr, CW Electric opened up a commercial account in the Yadkinville branch


Description:
Reached out to Sharmin.  Updted phone extension as they have new phone system.  Verified email was still the same despite ours bouncing back.  Sdnt new SEG introductory email and got buy in to send $5 cards.


Description:
Played in their annual golf tournament at Bermuda Run with Russ, Eric Johnson, & Justin Smith


Description:
Spoke with Denise & Dawn from ABS to confirm no onsite enrollment this year; they'll let us know if we can help


Description:
Spoke to LaShun the firector.  SEG rep has resigned; they're looking to fill her posiotion; reach out to him in the meantime; updated mailing address and got agreement to send cards and  catch back up soon.


Description:
Larry Cozza received SEG paperwork via referral from call center in September. SEG paperwork submitted for board approval in October.


Description:
Left message for Leslie, per previous note


Description:
Spoke with Elisha to follow up on SEG material. She did not seem very interested and pointed out the lack of a local branch in Elkin. Nearest branches in Mt Airy, Yadkinville


Description:
Pharmacore became Cambrex when acquired in 2016


Description:
Moved to In-Active, as their website says they've moved to Asheboro from Greensboro. No nearby branch and not a viable prospect at this time.


Description:
Spoke with Keenia Guessford re: open enrollment and an on-site. They renew in March, so revisit with a conversation the first of the year.


Description:
Following 9.23.20 on-site with David Martinez, ABS to collect paperwork, Tracey asked for information on financial education. Held a WebEx with Lori Timm on 10.2.20 to discuss options, which Lori followed up with some materials and I sent info re: SEG benefits.


Description:
Called to introduce myself and Melissa Strickland works at Guilford Ortho - left VM with a woman named Darcy Parizek


Description:
Left message with Melissa to introduce myself


Description:
Left message for Melissa re: introduction


Description:
Made call to 866 number to try to find local HR rep; left message with Vendor Relations


Description:
Found out who new SEG contact is, Emma Goold, and sent her an introductory email. She replied and said that her supervisor told her that they cannot promote Allegacy.


Description:
Spoke with Valerie to check in, thank for recent referrals. Will send Kemper webinar  to her.


Description:
Spoke with Sharmin to confirm the ability to use the Member Service Request form and send her the$5 cards to the team.  She is going on vacation tomorrow for a week.  Payroll spoken about but no needs at moment!!!


Description:
Called to update & check on company; both res have left, could understand the voicemail as to who new HR manager is; left message to try & connect


Description:
Out of business as of spring 2018;buiolding taken over by Bethany Medical; maked accordingy


Description:
Spoke w/Wendy Staz from payroll to confirm the company which was our payroll has been bought,; both reps have retired; SEG never allowed us out anyway; marked inactive


Description:
Company moved to High Point; Brandi has left; generic voicemails now.  Reached out to CEO via Linkedin which is a long shot.  She took company over from parents and has avoided us since then.  Updated to Palladium and will notify Russ.


Description:
Called & spoke with our rep Missy.  John had "@" instead of the dor in her email address.  Updated and sent test email.  All's wll with the company!!


Description:
Spoke w/2 different office assitants.  Shirley Kelly, wife of the doctor is running th office.  I met her & signed up her Biz as a SEG in Clemmons in 2014.  2nd assitant took my name & number so we can connect.


Description:
Left message regarding Lumina benefits/HSA's/Open Enrollment


Description:
With research, determined that Chasity Bryant is still with Battleground and may be a good starting point. Emailed her after calling corporate office and they said we'd need to speak with the individual locations.


Description:
Called and spoke with the HR line. They said Cindy was on a conference call and that the best way to reach her would be an email. Sent email intro.


Description:
Left message for Dena to introduce myself, discuss SEG benefit


Description:
Left Pat Manuel a message to introduce, discuss SEG benefit


Description:
Left message with Pamela Martin to check in, discuss SEG benefit


Description:
Board approved SEG and activated in SEG Manager


Description:
Profile created. Piedmont Consumer Council is the local affiliate of the American Consumer Council. Do not work directly with credit unions, role is to work with consumers.


Description:
Emailed Michelle to try & set a phone appointment.


Description:
Spoke to the receptinist Katherine who shared the new rep anme & email.  Updated SEG MGR.  Confirmed address and they haven't moved.  David had updated to a warehouse address.  Update back to office address.  Emailed Denise the new rep who replaced Ran.


Description:
Called and got Daniel, my personal contact from working at Biotech branch.  He confirmed Teresa is till ther and the email format we have is correct.  Emailed Teresa to confirm and offer assistance.


Description:
Emailed Tracy to try and get a phone appointment.


Description:
Mailed 50 $5 cards with brochures, business cards


Description:
Notified Ryan Blackburn (ABS) that they were approved as a SEG and asked about roll out plan


Description:
Reached out to try to follow up on request for financial education, sign up info


Description:
Left message for Dontay on his personal line to discuss SEG benefit. His two email correspondences suggest he isn't familiar with the nature of our partnership and he hasn't responded to email requests to set up a time to chat.


Description:
Spoek to Vicky at the operators desk/phone .  Ilene is the practice administator still.  Got updated email address. Emailed to say hello and let her know we are sending a handfule of $5 cards and here if we can help.


Description:
Email bounced back and research suggests the branch closed, probably in December. Couldn't find out why but reached out to media inquiry number from Cary office to get explanation. Marked as closed.


Description:
Marked In-Active due to January response


Description:
Tried to call and determine relevance to the Triad market. Appears their nearest locations are Raleigh and Charlotte. Unable to leave a message twice. Sent email.


Description:
Called & was transferred to Gina's voicemail as she was out of the office.  Email has changed but they wouldn't share.  Left message to catch up.


Description:
Left message with Robin Trexler to re-establish relationship with company entirely in Oxford


Description:
Left message with Felicia to try to determine how we've worked together in the past, can work together in the future with no local footprint.


Description:
Left intro message for Christine McElvey


Description:
Called and was transferred to the new head of HR.  Left her a message, sent email, and updated SEG MGR.


Description:
Spoke with Collins and SEG benefit was set up by Ryan Kauffman, who is no longer with them. Didn't have a need for the partnership at the moment.


Description:
Held virtual meeting with Austin McKim to determine opportunies for 2020-2021; will go virtual for the Fall and will look at opportunities for the spring.


Description:
Called & left VM, sent email, checked Linkedin and Rita is still there.  Message to try & set a time to talk.


Description:
Left Allison Ray a voicemail with introduction


Description:
Left message for Bill Norman introduction


Description:
Spoke to Donna Saylor.  Got the new HR manager name/email as she has split duties especially dur to Covid -19!!  Sent introductory email to both after updating SEG MGR.  Most people are working from home now.  They've been posting the quarterly flyers.  Thanked them and commended them to continue along with sharing the emails.


Description:
Spoke to new office mgr & updated accordingly.  Sent email to thank her for her time along with the intoduction flyer fo new SEGs.


Description:
Spoke to Nancy & confirmed her email address.  Very usy, have had to hire 10ish new people.  Sending her $5 cards & editable PDF along witht eh new intro piece.


Description:
Spoke to Connie & updated email address. Emailed to say thanks!!


Description:
Updated both profiles after spekaing with Connie.  They're hesitant to tallk due to beng bought out but Berkshire Hathaway.


Description:
Communicated with Jeremy that they were approved, will discuss how to roll out to staff


Description:
In speaking with Ryan Blackburn (ABS) about a SEG rollout, he suggested it is best to wait until first of 2021 to talk about the SEG piece. They have had some issues with the transition into their new benefits.


Description:
Reached out to Kim to see if she would like us to mail the $5 cards to her; said that would be a great idea and sent them to Kelly Porter on Oct 31


Description:
Called and Lisa Myers is no longer at Green Ford, they transferred me to Miliana Vujnovic and left a message for her. Dave also would handle HR responsibilities. They transferred me to the Greensboro Auto Auction, so need to determine the scope of what makes up the dealership.


Description:
Left message for Eugene to introduce myself


Description:
Spoke with Reginald Johnson regarding the SEG benefit. He manages the seven local facilities (HP, Greensboro, Burlington, Kernersville). Agreed to send out the info


Description:
Great conversation with Stephanie Hicks regarding Allegacy. Was not aware of us but said they do have some credit unions available to their employees. Open enrollment is going on right now (mid Oct through mid Nov). Mentioned the $5 cards and promotion would be great for the Law School, which is in downtown Greensboro. Will send her info.


Description:
Reached out to Heather Sapp regarding how to approach on-site SEG roll out


Description:
Checked in via email with a 1.99 promo car rate flyer


Description:
Checked in with Dr. Strickland via email by sharing 1.99 promo auto loan special


Description:
Reached out to Gregg via email to check in and share the 1.99 auto loan special


Description:
Sent email intro asking how they've used the SEG benefit in the past


Description:
Called and spoke with Shae Crosby; she no longer handles the credit union piece. It runs through Memphis through a woman named Katrina Bustamante


 


Spoke with Katrina and she said they have their own credit union they promote through Blue Scope Buildings NA. Sent info but not much they can do at the moment.


Description:
Updated from VP Buildings to Blue Scope Buildings NA


Description:
Spoke to Sean and sent grand opening Yadkinville email.


Description:
Spoke to the receptionist Tammy who advised we have correct email and shared Jeff' direct# in RDU; added to Primary Contact


Description:
Called to speak with Carrie.  She is now Williams in the directory.  Same on lInkedin but also has the McCall in her email on Linkedin and WEG MGR.  Left message to try & connect to verify.


Description:
Spoke to Thomasina & obtained updated wmaill for the company.  Shared the Yadkinville Grand Opening special and thanked them for being a partner!!


Description:
Left message for Lauren to try & connect. Last name is different & may be causing the emails to bounce back.


Description:
Charlie Gwynn is the name at the number now; he's  out of office till tomorrow; left message to try & connect


Description:
Called and was notified number no longer active; updated via Google & called; man who answered phone knew nothing of the rep; he was very cautious and only provided the name of the manager, Abe.  Will try again later.  Marked as In-Active for time being.


Description:
Email bounced back again, phone is disconnected, number online had full voicemail, addresses are different; will need to research again soon.  Marked in active


Description:
Spoke with Jeremy and his team. They don't yet want to do an in-person on-site (although it was discussed). Want to roll it out via digital brochures and a web meeting. They also expressed interest in financial wellness from Lori. Jeremy has interest in moving all of his personal finances


Description:
Random Techinician Katie answered the phone; she took my info & email the office manager.  She wouldn't share with me.


Description:
Sent Mary the October promotional auto loan rate email for distribution to employees, Also, requested to send some $5 cards to them


Description:
Called phone number (which matches website) and it could not be completed


Description:
Spoke with Gina to introduce myself, sent email with contact info. Nothing outstanding from them at the moment.


Description:
Left message with Kathy Lackey regarding SEG benefit intro


 


Hall Roberts has said he believes Rhonda Hiatt is still with them


Description:
Stacy Burns no longer with AES (now with Siemens) but she is still on all of the voicemails. Left a message with Kay Hall.


 


Kathy with AES called back after I left the message; she and Stacy were working remotely when COVID happened and then were laid off, so she never had a chance to adjust the rolling over to her cell phone. Try main office until you get a new number.


Description:
Called (919-424-8807 - number for Tom Golliday) and asked to speak with him. He was at another location helping out, but left a message and got Tom's email. Gentleman I spoke with said the Greensboro location was still open.


Description:
Called & emailed to verify that Debbie is still there.  She was in a meeting.  Email didn't bounce back.


Description:
Spoke to operator; updated to Christy Tipton via conversation and Linkedin.  Was able to elave a phone message and ask for time to talk.  Guessed on email address via format they use.  Will try that soon.


Description:
Updated via Linkedin and their phone diretory; left voicemail to try & set a time to talk.


Description:
Hall Roberts left a message with Angela Timmons regarding initial on-site, $5 cards


Description:
Left message for Chris Stanley regarding intro


Description:
Reached out to Justin Smith in Corporate Real Estate to see if there is anything I should know about them before reaching out. They handle the cleaning of our offices.


Description:
Left a message with Sally for Neil to call back from an introduction


Description:
Left introductory voicemail message for David


Description:
Called & asked for CFO listed online.  Giot her and she advised me to have her be the contact.  Sent email to share my info & thank.


Description:
Left message for Jayla Chisholm regarding SEG benefit intro. Ryan Burditt is now in the Charlotte office.


Description:
Called after verifying via Linkedin that Vicky had left.  Got Michelle Miller's voicemail.  Updated name and used current format for email.


Description:
Email bounced back from Michelle; updated to the info Email address from their website and tried again.


Description:
Called & spoke with billing agent who shared the new reps contact information.  She listed on Linkedin too.


Description:
Updated name/number via the website; left voicemail.  Used current format for email.


Description:
Called & obtained updated information which was the primary contact too.


Description:
Spoke with Martha and confirmed email; all is well!!


Description:
Spoke to Julie Byrum who was a HR rep at Samet when we opened the Greensboro market.  Confirmed contact info and sen the intro flyer and had Sherri send $5 cards.


Description:
Introduced to Allegacy employees as the replacement for the Center for Smart Financial Choices. Activated on November 1, 2020.


 


"Allegacy’s annual membership in the PCC will allow us to sign up an unlimited number of members for the PCC and eliminate the need for them to pay individual annual dues to the PCC.  Anyone who lives, works or worships in the 20 counties within the Piedmont Triad area (Forsyth, Guilford, Rockingham, Stokes, Caswell, Alamance, Randolph, Davidson, David, Chatham, Yadkin, Surry, Wilkes, Alleghany, Orange, Person, Durham, Wake, Iredell, and Alexander) may join the PCC."


Description:
As of October 31, 2020, Betty Ann Falkner has retired and the CFSFC has closed its doors. Association for membership of general public has moved to Piedmont Consumer Council


Description:
Email to Sharon bounced back after I left a voicemessage.  She's in the phone firectory.  Spoke to friend who works ther who says he thinks she's gone.  Left a voicemail for the primary contact, Tonya Chitwood.  Updated Tonya to SEG Rep too.


Description:
Spoke with Christine at the front desk.  She confirmed thaat Tara is still there.  She was on the website too.  Emailed her the Intro document & tried to get a phone appointment.


Description:
Left message for Christine; she returned messaeg and I called her back.  Will hopefully connect next week!!


Description:
Left voicemail for Amy.  Extension seems to have changed to 3.  Sending email to try that too.


Description:
Tony's number was disconnected; Jean's number rings Hanes Companies. Website gives an 800# which I have updated and will try again when they open next week


Description:
Emailed Kevin; address was flipped incorrectly on 2 letters


Description:
Spoke to rep; she has gotten married & email which is why email was wrong; updated and sent email with the editable PDF and Intro to Allegacy document.  Sherri is to send 20 of the $5 cards.


Description:
Spoke with Joetta; all's well with the team, confirmed contact information


Description:
Spoke with Missi Trout, new Office Manager, and will send her intro email and $5 cards


Description:
Spoke with Andrew; they're moving and he has a new credit union in the state they are moing too.  Marked in-active as he was not wanting to use us anymore.


Description:
Left message with Angel, Primary Contact


Description:
Called & got new HR rep.  Updated info and emailed her the Introductory PDF.


Description:
Left message with Fran Sembert re: introduction


Description:
Left message for my contact Tempy Albright from the Business Advisory Council to try & update info.  She called back & shared information.


Description:
Checked in with Jennifer to see how they're doing. Doing as well as can be expected, no staff turnover.


Description:
Left message on HR email to try & connect with Brittany Smith after confirming Megan has moved to a new company in Clemmons.


Description:
Spoke with Loretta Smith to determine who is the right person to handle the SEG piece. Send her info and get back with her.


Description:
Confirmed via Linkedin that rep has left; got a name but no more from front ddesl.  Updated via email format they generally use and lefta message on the voicemail system.


Description:
Robin called me back; confirmed contact info, updated to new address for the office.  Sent the intro PDF to Robin.


Description:
Company purchased by Sharpe Company; marked inactive in SEG MGR.


Description:
Left message for Shannon via phone; tried to email and also used an Ashland email format.  Sent the New SEG intro document.


Description:
Doesn't look like Lynn Jolly is with them any longer, left message for HR/Accounts Payable (Bernadette)


Description:
Called office & got new contact name/info; sent intro email.


Description:
Obtained email and name from Connie Shoaf; sent intro email and updated SEG MGR.


Description:
Spoke with Lora Hollman regarding an introduction. She has been working directly with Derek Carte to bring in new members who need an Health Savings Account for the HDHP. Will send over some marketing materials, $5 cards. Email contact info and new Health Savings Account form.


Description:
Left message for Michelle Jones to check in


Description:
Called and got name of current store manager (Taylor Lambert); said to call back on 11.5.2020 between 10-6


Description:
New email with Ashland address/format delivered; AVOCA bounced back; updated SEG MGR accordingly.  No reply frm rep.


Description:
Left VM for Olita and confirmed email via the website.


Description:
Spoke to Angela in billng department; Becky is still there.  Angela gave me email address that should be it due to company name change.  It didn't work.  Will try again next week.


Description:
Spoke with Brett Smith on the phone. He is the son of owner James Smith. When his mother passed away (Monica), he took over her roles that included benefits administration. It is not his primary professional background, so he had a few questions about Allegacy. Sent over some information via email


Description:
Matt Settlemyer has early retired following an investigation that the police department was in need of significant structural changes. Lynn Trivette is the interim city manager.


Description:
Sandra is interested in becoming a SEG. Sent paperwork


Description:
Called local (Statesville) office to get new contact and they referred me to Marlene Holland. She is referenced in earlier notes. It appears Matt Gordon is no longer with them and that Nancy may be at the regional level.


Description:
Left message for Heather Bowen to check in


Description:
Called and held for Sallie Simpson for about six minutes and think I was forgot about. Call back early Tuesday


Description:
Good conversation with Trip Smithdeal, new contact. He is an Allegacy member and supports us. Updated info to 207 employees from 115. Send him some information, as he'll do what he can but they are run out of Philadelphia, so cannot promise anything. 


 


Most folks (200 of the 207) work out in the field, so traditional onsite is unlikely.


Description:
Received voicemail Friday when out of the office; called & spoke with Michelle.  Team has been downsized a little due to loss of a couple of contracts.  She is getting email & flyers that she sharaes with the team.


Description:
Caught up with Chris & updated email address with her.  Sent email & $5 cards.


Description:
Spoke with Nakayla; got disconnected but updated info


Description:
Updated phone number via their website & lefta message for Paul there.


Description:
Spoke with Marcey & got the new head master's name/email.  Marcey agreed to take on the rep position for contact information too.  Emailed her the introductory flyer for new SEG's.


Description:
Spoke with Dontay about the nature of our partnership after he asked about the process of an employee adjusting their contributions. Advised him they need to speak to the payroll provider.


Description:
Lynn called back early in the week. She is still with Windsor but is working out of Leland (second office). She spoke with Tom and they would be happy to send out a note with Allegacy intro PDF. They cannot do a virtual onsite at this time, as they are slammed. Sent note and will revisit in 2021 when hopefully things are slower.


Description:
Mailed letter to 19 businesses that are benefiting from our membership funding of annual dues.


Description:
Wade Jurney Homes has been acquired by Century Complete and greatly consolidated their Triad presence, going from four offices (GSO, Burlington, Rural Hall, WS) to one in High Point. Called and spoke with Zachary Joyce, who is the regional sales manager. All of their HR runs through Atlanta, so he said to send him some stuff and he'll get it to the local folks. 


 


Updated staffing numbers, address, contact info


Description:
Left message for Kristy Case regarding introduction, how we've worked together in the past


Description:
Left message for Brian Beauchemin for an intro, how we've worked together before


Description:
Left message to check in on how they are doing and how we can help this year


Description:
Spoke with Brian about his business and the SEG benefit. They started with an SBA loan through us a few years ago, which produced the SEG piece. Updated his employee numbers and email address. The year has been tough with COVID but they are enduring. Sending over intro email and locations.


Description:
Updated in DNA and Business Partner Directory from Piedmont International to Carolina University


Description:
Updated profile from Caterpillar Inc. to Caterpillar Inc. - Progress Rail


Description:
Updated SEG profile and DNA from HQ Greensboro to Transform GSO


Description:
Changed SEG profile and DNA from Elkin Healthcare to Pruitt Health - Elkin


Description:
Spoke with Sallie about SEG benefit, will mail her some $5 cards and some intro info


Description:
Brian shared Allegacy info with his staff


Description:
Worked through with Tracey on continued delays of H.S.A. Transfers; she initially thought it was due to incorrect account number sent to Optum. It was in fact just delays from Optum. Also, wanted to know how to send reimbursement check for fees incurred on the transfers. We are working with them on this but there is a risk the $20 deposit will send over the limit those contributing the max. Tracey's final day was November 20; work with Amy Wooten on who their contact is.


Description:
Spoke with Melissa on the phone and confirmed she works at Guilford Ortho and oversees that office. Southeastern is the overall umbrella for Guilford and Murphy Wainer. She had worked with Tori, doing on-sites. Check to see if she wants $5 cards.


Description:
Left message for Darcy to introduce myself


Description:
David Bone is now Town Manager; updated with his contact info


Description:
Emailed new SEG flyer and tried to set appt to talk.


Description:
Tried to call on Bob Fye but he may be retired or at least no longer with SGS. W-S number has busy signal and when I called the Greensboro number, ringing to the operater hung up. Left message in general mailbox. Try to reach out in person once COVID allows


Description:
Emailed rep & "cc'd" the info email address on the website. Both bounced back.  They then bounced back a second time stating that both emails are full.  Marked in-active till we can visit.


Description:
Left message with Kristen the Operations Mgr to try & set a time to talk


Description:
Left another message for Harold Craig, will send email


Description:
Spoke with Tracy and will send over information his eight or so new hires. They've had a good back half of the year. Send contact info and intro piece.


Description:
Called number on website.  That has been updated and goes to Duluth, GA.  Spoke with Barry from Customer Service for about 5 minutes.  The company has been merged with SEDC and is operated out of GA.  He gave me the main num of 770-414-8400.   Dial transferred to VP of HR(Malik Smith) via operator.  Left a message.  Emailed SEG rep while working thephone. That email bounced back as unrecognized.  Marked in-active till we can catch up.


Description:
Missi Trout (contact) signed up for a checking account; worked with her on it


Description:
Obtained branch manager name via Linkedin; called and left a message totry & set a time to talk.


Description:
Called Tamara's number which is disconnected.  The main number is only taking voicemails due to the Covid and hours of operation.  Emailed Tamara and copied the info email from the website.  Hers bounced back.  Hope to hear from someone soon.


Description:
Spoke to Kayla at the front desk after confirming with Wendy Staz from our payroll that we no longer handle their benefits.  She gave me the name/email address of the prior reps replacement.  Emailed him the new SEG flyer as part of introduction.


Description:
Followed up with Allegacy Benefits Solutions to see if the company was still open. John Heath said that the company had been closed for some time. Marked as closed.


Description:
Inbound reply from the prior email which confirmed the Tamara is no longer there.  New rep is updated in profile page.  Sent email/flyer to Maru Jo.


Description:
Spoke with office personnel and updated the information on Wednesday the 2nd and was advised to call back Thursday before 11AM.  Called at 9:15AM but ocelyn was unavailable.  Sent email with new SEG flyer and tried to set appointment to discuss merger with Keiger and how the groups are doing.


Description:
Research and conversation with Salem One shows they have been aquired by Salem One another of our SEGs.  Marked in-active and working through Salem One & Jocelyn Gracia.


Description:
Left message for Valerie Weatherman to see if we might catch up.  She is the Office/HR manager list on the website as David's wmail to owner were bouncing back.


Description:
Called Brad the owner on his cell# & left a VM to set a time to talk.


Description:
Received SEG paperwork from Sandra and began the process of submitting for approval


Description:
Held virtual on-site for Church Interiors. Tough attendance because of day after Thanksgiving holiday


Description:
January SOAR is scheduled for January 15 and they are still trying to determine if they want to do in-person or virtual. Will serve 400 incoming students. Looking at doing a unique handback and maybe goody bags.


Description:
Have followed up a couple of times via email and phone with Stephanie, most recently a phone call on 12.8


Description:
Left message to follow up on intro email


Description:
Called to check in and got new contact name, sent intro email


Description:
Kristin called to advise received cards & flyers; put in breakroom.  She is ready for us to visit in some manner post holidays.


Description:
Phone doesn't accept calls.  Email bounced back immediately.  Our rep has 4 jobs listed currently on Linkedin.  Website unable to be accesed too.  Marked in acitve until we can stop by in person.


Description:
Attended open enrollment wih Keenia from ABS & David Martinez.


Description:
Removed Will Ragsdale's name from the contacts list; LinkedIn shows he's no longer with Mitre


Description:
Called to follow up on October call/email. Directed again to email. When I asked if I could leave a message because I hadn't gotten a response, got a firm "email. If she's interested, she'll call you back"


Description:
UTC spun off Carrier in the spring, updated email addresses to reflect new domain; left VM for Emily Smith (called #, hit zero, and asked for HR)


Description:
Left follow up message for Jayla to introduce myself


Description:
Spoke with Brenda Armstrong, introduction; they had a very negative experience a few years ago due to her manually depositing paychecks. Mentioned we have a new operating system that may make things easier. Sounds like she's willing to speak with us again in the spring but it’s a busy time right now and can't work with us at the moment.


Description:
Spoke with Jill Drennan on the phone, introduced myself and talked a bit about the SEG piece. They don't have many people locally, only about 10. Most of the 50-person work force is scattered throughout the country. Sent her information on the SEG benefit and how we could be a service to them.


Description:
Left message for 'Accounting/HR Department' for introduction


Description:
After trying to call again and the number still being disconnected, emailed Kelly Smith with Allegacy intro


Description:
Received Board Approval 12.17, activated account in SEG Manager


Description:
Spoke with reception and Jody Mabe is no longer with them (haven't been for some time). New contact is Carol Searcy in HR and she is out until January. Left a message


Description:
Spoke with Brandon, former GSO Swarm BIZ DEV rep who is now with the Fusion.  He is relocating to WSNC.  The company has merged/moved.  We're to catch up and update each other on this and Allegacy's relationship with them.


Description:
Worked with Jessica Harpe in Marketing to submit a spot for the January SOAR course that all incoming UNCG students will need to complete. This served as our opportunity in lieu of an in-person SOAR fair


Description:
Spoke w/Matt about an employee that is needong special help to become a member due to challenges he faces.  Shared Missty's information and will help to coordinate.  They have big DHHS plans that are on hold due to Covid that should add to the employee count second half of year.  Tollfollow up post 7/4 on that one!!


Description:
Emailed Lu Ann about starting back up the financial wellness workshops


Description:
Left message with Angie to check in on them following a prompt by Larry Cozza. They have been acquired by Parks Chevrolet and we haven't been able to work with Parks in a few years. Try working with Angie as a way to get back into the larger, new SEG.


Description:
Had a virtual meeting with Dr. Bailey.  She is operating out of the Old Plank Road office and is renting her office on Hickswood Road to a dentist.  The 2 Dr.s she had been working with have moved out of the area and she is now the only Dr. in her practice.  I gave her an overview of Allegacy and that we are a full service financial institution, with a focus on wellness. We briefly discussed our benefit solutions products. She said she did not currently offer supplemental insurance to her employees.  She was impressed with our community involvement. She asked me to follow up with her again soon.


Description:
Shared new Health Savings Account forms with Dontay in advance of their open enrollment


Description:
Left message with Angie Cagle re: SEG benefits


Description:
Called back to try to speak to Angie and she is no longer with Vestal Buick, need to go through Parks HQ.


Description:
Following a conversation with Keenia Guessford, reached out to Pam Gilbert to help with Health Savings Account signups. Left message for Pam


Description:
Marissa Parker emailed and introduced herself as the new primary contact (Director of HR). Dontay Mitchell is still there. She had questions about process and turnaround times


Description:
Worked with Zach Watkins (HR Business Partner) on a mortgage and it appears he may be a good person to work with to resume SEG relationship.


 


Zach Watkins


HR Business Partner


4001 Piedmont Parkway Suite 100


High Point, NC 27265


Office: 336-878-8970 Ext: 13674


Cell: 336-681-4649


Fax: 336-522-5131


| zach.watkins@advhomehealth.com


Description:
Reached out to Gina to congratulate them for an expansion into a new building, growth


Description:
Spoek to Garrison regarding SHRM and some webinars I thought she might be interested in.  Emailed her the link to Leslie Speas "Empathy in the Workplace" webinars.  We're to catch u soon on a few things.


Description:
Received new Health Savings Account member apps


Description:
Lu Ann responded that they wanted to focus on the school year for this semester, no financial education. Revisit in the summer.


Description:
Austin referred Jill Beville (jmbevill@uncg.edu) and Ashley Hill (adhill3@uncg.edu) to discuss getting AllHealth Wellness handbacks in the Kaplan Center


Description:
Debbie Hooker no longer with Willow Tex, updated with Thomas Horton per automatic response email


Description:
Updated contact from Leslie Weiser to GeeGee Johnson, per automatic response email


Description:
Reached out to Zach in HR who I met helipng mortgage.  Left VM to try & catch up next week!!


Description:
Returned call from Phil Shugart about a misposting of his Principla reduction payment of $59K.  Researched via Tryin loan servicing and called back to update.  Sawpped cell#'s with Phil and got a buy in for a visit once we straightened this out.


Description:
Spoke with Pam and nobody yet has signed up for an Health Savings Account; different impression than from earlier call, as I guess they offer multiple types of plans. Reach out in April re: normal SEG presentation


Description:
Darren White replied to February fraud email on behalf of Teresa Bailey (whom is no longer there); replied with options for an on-site


Description:
Made contact with Jaala Chisolm regarding SEG benefit; an on-site or even virtual on-site wouldn't make sense for them because they are so spread out. 300 officers throughout the area, 5 staff in-office. Sent intro information, $5 cards, business cards.


Description:
After Oralia and Susan's emails bounced back from February fraud email, called and left a message for Susan. It was a generic voice mailbox


Description:
Email to Elizabeth Spector bounced back; it appears that Interdyn Artis merged in early 2020 with LBMC. Left message with her to update contact info, although phone number reads to someone named Allen Camp


Description:
Spoke with Stephanie Ward regarding Allegacy. They no longer have the Allegacy ATM on site; they have partnered with another CU. They don't solicit a financial institution at all though, just share as people ask. Send contact info to her


Description:
Checked in with Stephen Bowman (Davidson branch manager) regarding how its settling in and how the Ingersoll Rand/Trane relationship is progressing


Description:
Spoke with Brenda and she said they have put a hold on all changes with no real explanation; reach out mid-year to check on status


Description:
Following email bounce back, called and spoke with Mandy Templeton. Their benefits run through their CPA service but she could be the contact for this. Send intro email.


Description:
Met Cyndia Matthews yesterday at webinar sponsored by The Reource and ABS.  She said she was a long time Allegacy member and loved us.  I followed up with a phone call today to thank her for her loyalty and see if becoming a SEG is an option.


Description:
Spoke with Michelle Mills, she is a long-time member and very much likes Allegacy; traditional on-site is not necessarily good for them because they are a cleaning service and don't regularly access computers. Send package of $5 cards and my business cards.


Description:
GeeGee Johnson reached out asked for digital flyer. I called and let her know about what the SEG benefit is and how we can partner, both virtually and in-person once able. She hopes to do a new hire event in beginning of June once they hire 20 new people


Description:
Updated contact info. Cindy Connelly appears to have retired, Jim Dukes is now the Ex Director. Updated Kate McCallister's email


Description:
Left message for Eugene after an email bounced back


Description:
Connected with Melissa and confirmed the structure of what SOS owns


Description:
Spoke with Karen to follow up on Chad's Kemper workshop.  She was intrigued.  They currently offer a Hartford product.  The premium is lower, but return on premium not as good.  She will consider ABS when looking at providers next year.  They are not having a wellness fair and their open enrollment group has pushed out their enrollment period to later in the month.


Description:
Invited Karen to meet Sharon Yarborough as a referral to ABS.  Met at local restaurant.  They have a lot in common with farming and horses.  Plan is to meet again soon.


Description:
Met Trent Cockerham at Dancing with High Point Stars event.  Asked him if they currently offer credit union membership to employees.  Yes, have long term relationship with Members.  He is familiar with Allegacy and has attended Winterlark in the past.  Has met Cathy Pace. We agreed that I would follow up to talk more about Allegacy.


Description:
Sent Trent email to see if he is interested in meeting.  Asked if I can include KSS and Sharon Yarborough. He agreed. He has knowledge of WellQ but currently has benefits through NC Medical Society.  Working to set up virtual meeting this month.


Description:
Reached out to Kim re: revisiting financial education opportunities


Description:
Left message with Jennifer following email bounceback


Description:
Sent follow up to Jeremy Truhel regarding additional on-sites, financial wellness


Description:
Followed up voicemail left 2 weeks ago with an email inviting Amanda Hobbs to meet with WellQ/me.


Description:
Meeting with their BD rep, Brandon, had to be rescheduled as he got called into  meeting.


Description:
Left message with Jennifer Carswell to check in


Description:
Left VM@10:50AM to check on receipt of letter advising of Hanes Mall closing down.


Description:
Left VM@10:55 for Lee(office mgr) to follow up on letter snet advising iof Hanes Mall closing


Description:
Left VM@11AM to follow up on letter advising of Hanes Mall closing.


Description:
Left VM@11:05 to follow up on letter advising of Hanes Mall closing.


Description:
Left VM@11AM to folow up on letter advising of Hanes Mall closing.


Description:
Called to follow up on letter advising Hane Mall closing.  Their phone doesn't work.


Description:
Spoke with Amy at the front desk.  Advisied her of the reason for calling and left name/number for Tara to call me back.


Description:
VM/Email@11:15 to follow up on letter advising Hanes Mall to shut down.


Description:
Called to follow up on letter advising Hanes Mall closng.  Dr. Ziel has now retired.  Was dial transferred to the VM of Lee An McKinney and left message there.


Description:
Terri Brooks reached out via the Contact Allegacy form with this message: 


 


First Name: Terri


Last Name: Brooks


Email Address: tbrooks@lydall.com


Phone Number: 3364688581


Department: General Questions


Comment: I am an HR Manager at Lydall Thermal Acoustical in Yadkin County, NC. We are interested in having a credit union available for our employees ~900. We would like ATMs onsite and financial classes available - "lunch and learns" if you will. Please let me know if Allegacy would be interested in partnering with Lydall. Thank you, Terri Brooks


 


Followed up via email to schedule a call


Description:
Spoke with Terri Brooks about new Allegacy branch, she will discuss with her team in 9.25.20 meeting


Description:
Followed up with Terri on 9.25 team meeting, left VM


Description:
Received paperwork from Lawrence Reaves following referral from Laurie Jamison. We have partnered with AFS as a CUSO and she referred them our way


Description:
Submitted paperwork and create profile in SEG Manager


Description:
Left VM for Charles regarding the letter advising Hanes Mall to close on 3/26/2021.


Description:
VM/Email for Stephanie foloowing up on the letter advising the Hanes Mall branch closing on 3/26/2021.


Description:
Spoke to Becky.  She didn't receive letter about branch closing on 3/26/2021.  Shared an email with my contact information should she/they have follow up questions, none now.


Description:
Phone is disconnected.  Sent email to Crystal to follow up on letter advising Hanes Mall closing on 3/26/2021.


Description:
Phone is disconnected.  Emailed Crystal to follow up on letter advising Hanes Mall closing on 3/26/2021.


Description:
Called to follow up letter advising Hanes Mall branch to close on 3/26/2021.  Left VM for Lindsey in HR.  Need to dolow up and et more information on/from her.


Description:
Called to folow up on the letter advising Hanes Mall branch to shut down on 3/26/2021.  Liby answered the phone and put me into the VM of the office manager.  Updated her name in SEG mgr.  HR rep is in Pineville office according to Libby.


Description:
Vm for Marlene to follow up on letter advising Hanes Mall branch to close on 3/26/2021.  Email too.


Description:
Spoke w/Michelle for a few minutes.  She is giving the Head Master my cell# and folowing up on the letter(RE:Hanes Mall clsoing 3/26/2021) for us.


Description:
VM/Email to follow up on the letter advising Hanes Mall brnach closing on 3/26/2021.  Removed phione extension as they've changed their phone system.  Used billing option to get dial transferred.


Description:
VM/Email to follow up on letter advising Hanes Mall branch closing on 3/26/2021.


Description:
Spoke with Cindy regarding the closing of Hanes Mall branch.  No needs.  Reviewed WellQ for her family and company based on prior face to face conversations.  No desire at the moment for WellQ.


Description:
Phone number is the store. Kevin wasn't there so I sent an email to follow up on the letter advising hanes Mall to close 3/26/21 and offer any help possible.


Description:
Vm/Email for Sherri following up on the letter regarding Hanes Mall closing on 3/26/21.


Description:
Emailed Paula to follow up on the letter advising Hanes Mall branch to close on 3/26/21.  Phone would pick up despite hours stating they were open.


Description:
VM/Email for Heather to follow up on the letter advsing Hanes Mall to close on 3/26/21.


Description:
Caught Jim the owner on cell# on his way back to town.  He is looking into the RCD that Business Services has a this office.  To all him ack 4/1/21 if not heard from him.  He si well aware of Hanes Mall shutting down due to his extensive relationship with Business Services.


Description:
Spoke to James.  Letter received advising Hanes Mall to shut down 3/26/21, all's good!!


Description:
VM/Email to Kit following up on letter advising Hanes Mall branch shutting down.


Description:
Advised the manager on duty, current memebr who sues the ATM at Hanes Mall that branch is closing 3/26/21.  Emailed Shane the GM to offer any assistance possible.


Description:
VM/Email for Carrie following up on letter advising Hanes Mall branch shutting down on 3/26/21.


Description:
Called Josh to check in, he responded via email with how they're doing. Pandemic had sizable impact on business and has cut payroll to a third of last year's size. He said some folks want to open accounts but want to go into branch. Responded that we can set up WebEx and concierge service if needed, also suggested financial education and WellQ


Description:
Held meeting with UNCG Kaplan Center staff to discuss additional ways of promoting AllHealth Wellness partnership. They will promote on their gym monitors and in their newsletter. Working with marketing on a slide, shared links for the newsletter


Description:
KSS from WellQ emailed to advise that hse connected with new HR rep as part of our meeting last week.  Updated SEG MGR and will follow up with KSS.


Description:
Reached out to Heather Sapp following up on how to do our initial on-site


Description:
Left message for Leah Hazelwood re: intro


Description:
I spoke at the SHRM meeting via Zoom this am.  Crystal reached out to me about WellQ.  WE connected after lunch via phone.  She's researching for an on-site clinic so WellQ may not be the fit.  She offered to spread the word in Kernersville about WellQ as part of her HR meeting with locla groups there.  We revisited the SEG piece again.  They're very loyal to the Local Government CU and decliend for now.


Description:
Left VM for Arem to follow up August conversation


Description:
Colleen wants to revisit opportunities in May once they are back in the office. Updated employees from 44 to 57


Description:
Reached out to Debbie Allison who I volunteered with a Novant pop up cling for Covd vaccinations to connect and hopefully work with to re-enter SEG.


Description:
Emailed ABD rep, Ryan Blackburn, to advise SEG now active and try to set up initial on-site!!


Description:
Sent Jacqueline an email to see if she would be interested in talking about the benefits of JA becoming a SEG.  Talked with Laurie J., who is on the Board, and Debbie first to collaborate on next steps.


Description:
Attended Mt. Airy Chamber mixer virtual event and Mark & Deidre were the presenters.  At the end during the member comment section, I mentioned our Benefit Solutions group and new Kemper Product. Followed up with Chad and Sharon to see if they had a relationship.  Sharon said she knew Deidre from growing up in that area and would reach out.


Description:
Talked to Karen about the Furnitureland South Health Fair scheduled on May 11.  We have asked for approval to attend.  She said if approval comes after booths are full, she will still get us in.  We also discussed talking further about all of the benefits of being a SEG and she asked me to follow up next week.


Description:
Spoke with Nicole at Hospice to confirm virtual meeting date of 3/25 with me, KSS, Sharon and Chad.  We are sending lunch from Panera.


Description:
Notes per coaching on annual enrollment and contact made:  Emailed forms for Health Savings accounts to HR rep; communicated with their new Benefts provider, Lumina.  Attemppted fo r2 months to get in touch with company.  They have called into Deposti Ops/Commerncial needing a credit increase on the Goldleaf payroll product.  Woking with Laurie Jamison to obtain needed documents and try to work further with them as a SEG/onsites/all thing AFCU!!


Description:
Spoke with Benefits team/their account manager.  Company was purchased by national chain and is now under their Health insurance.  Will reach out for onsite soon.


Description:
Emailed Crystal after speaking with KSS.  Offered info and assistance with her project for a clinic.


Description:
Spoke on the phone with Todd Parsons. He is now permanently in Mocksville and the Davidson location is essentially a different company. Not much input on who may be a contact there. As of right now, they are at about 10-15% in the office at that location.


 


Regarding the Mocksville location, he said it’s a while before they'll be back for in-person on-sites. Sent over general information on the SEG piece. Requested to send over specific offers as we have them.


Description:
Reached out to Norm Potter on LinkedIn re: concierge service to set up accounts for new hires without direct deposit bank accounts


Description:
Reached out to Alison Greer regarding how to promote the SEG benefit to their members; Alison is no longer with DLL. She referred me to Jerry, Steve, and Nicole Spillman


Description:
Left message for Jim Snyder to follow up on August call


Description:
Spoke with Valerie regarding WellQ, Kemper Individual; set up speaking engagement on remote monthly meeting on May 20


Description:
Larry Cozza dropped off $5 cards following Geocentric discussion with Renee Hall


Description:
Called Jeff again to ry & roll out the benefit to the team.  No responses the past year after Commerical declined Biz loans/lines of credit.


Description:
Left message following up on on-site and offering concierge service


Description:
Called Greta Gardner's number and it rang to Brittany Beasley (HR). Left message re: introduction and with the goal of introducing Benita Howell to her


Description:
Reached out to Lawrence to let him know they were not activated as a SEG


Description:
Called Rene to check in, most of the campus is still working remotely but graduation has moved up in the spring with the goal of a more normal fall. Staff is still doing investment education through Truliant, no interest in moving on from that at the moment. Going to make an introduction to Stephen Bowman.


Description:
Called Lauri. VM states she's off on Fridays.  Sent email to her /copied Russ to try and get an appointmenet per Sherri's requests.


Description:
Emailed ABS account manager to try and fins out when annual renewal is and see if we couldn't connect with them.  Laura-Ashley emailed back January is renewal.  Emailed back to coordinate a meeting next time they do so.


Description:
Spoke with Missi and she is going to check in regarding getting an on-site via Zoom, financial education


Description:
Called KSS@WellQ as the SEG has their memberhsip in WellQ due on 3/31 and they are late usually.  She gave me additional information and the contact information on the Controller that she deals with instead of the owner.  Derek Carte knew the owner throught his small biz accoutn at Biotech and helped JR to bring on as a SEG.  Owner has not resoneded to me in the 15 months since JR left.  He opened WellQ membership in 12/19 and has workied with KSS through controller.  After they pay their bill, KSS will introduce us via email at a minimum.  They have 4 memebers of Allegacy who were already members before joing WellQ.  Question arose, how does Allegacy track and fund the free membership that is part of the WellQ memberhsip??!!!


Description:
Left message for Corlis to discuss SEG benefit


Description:
Introduced Benita to Amanda Templeton via email


Description:
Left Jennifer another message and also sent email to her introducing Benita Howell


Description:
Assisted January with an Health Savings Account tax form question, discussed Kemper


Description:
Sent email checking in on activity, offered to send out $5 cards and do a presentation


Description:
Keenia Guessford said City of King contact asked about financial education. Larry referred to Lori Timm, who sent communication directly to Keenia


Description:
Lauri requested some $5 cards. Also updated us that she no longer has an office in Kernersville, now moved to Advance. Updated address and put in contact with Benita Howell at Bermuda Run.


Description:
Left VM to check in on current contact. Do not belief Sue White is with CRES any more


Description:
Attended virtual 'Ask Me Anything' with Lori Timm, hosted by Cole Henderson and including UNCG student athletes.


Description:
Had Sherri send out 50 of the $cards; Rojetta is ready for when we can visit again with Smoothie or Sno Cones.


Description:
Lynn followed up on March 26 email and reiterated that she sent out our message in November and folks could contact us if interested. Seems very uninterested in doing a virtual on-site.


Description:
Sent out $5 cards to Ruffin, emailed over information related to Kemper benefit; removed Joy Todd from profile, she is no longer with Princess House


Description:
Called to congratulate the Company for it's IPO & see how things are going.  Our rep has left.  New name updated in profile, voicemail left for her to try & connect.


Description:
Head of HR is now at Novant; left in the re for context for now.


Description:
SEG REP/Co Owner emailed in about Allegacy single service fees thaat closed the accounts the Jion Rivera opened for them at on-site with ABS.  We got them closed and they have no needs at the moment.  Will try to partner with Chad again this year.


Description:
Resaerched my contact/cenversation with Julie from February as we attempting tp make more/better notes.  NO NEEDS/DESIRE for anything at the moment.


Description:
Still active but coming up on a cultivate report; no go for anything here!!!


Description:
VM states NC Fusion.  Confirmed with my contact from their BD team that they are part of them.  He has never heard of out rep. Emailed Russ, we're to follow up with NC Fusion to try and expand!!!


Description:
Spoek with Russ; he is now assigned and will reach out as part of follow up with company, Lauri Waddell to entertain opportunities for both.


Description:
Emailed as the building is shut down.  Mark, working from home.  ABS account manager is on PTO too.


Description:
Spoek with Justin Smith who referred an dmanages the relationship as this is our corporate cleaning service.  Justin asked Gary to call me.


Description:
Spoke again w/Justin and confirmed that I would text to get in touch with Garyas he hadn't reached out to me yet.  Sent text to get time to talk.


Description:
Spoke to Maru briefly.  She was in the middle of unemployment paperwork and asked I call after 2PM.


Description:
Caught Laura as she was headed intot the office.  Updated number of empoyees.  They're with United Health Care.  Asjed we give it 6 weeks before we do outdoor lunch as she will be getting 2nd vaccine next month.


Description:
Both Kathy and the rep to call in her absence are out tof the office  Emailed Kathy to try & set an appointment.


Description:
Vm with Kim Beck to try and catch up about how me might help.


Description:
Email to Kathy bounced back to me; will try next week to update again.


Description:
Reached out via LinkedIn to new VP of HR(Victoria Benson) to congratulate them on 20 years of being a SEG!!


Description:
Reached out via LinkedIn to new VP of HR(Victoria Benson) to congratulate them on 20th anniversary of being a SEG.


Description:
Introductory email to Wanda and hopefully to set a visit secind half of the year.


Description:
Reached out via LinkedIn to try & reconnect with Petra.


Description:
Emailed both contacts to check in.  Updated address that forgot to handle when I was cleaning up behind Jon Rivera after he left.


Description:
Voicemail stated Susan out of office; sent email to try & connect.


Description:
Emailed Alicia to try & get an appoinment to talk.


Description:
Updated from Cultivate to Maintain as there is No one from Nothing to Cultivate


Description:
Cell phone is changed forKris.  Left a voicemail on his land line at 4PM.  Checked on LinkedIn and found it's disconnect due t leaving  HAECO.


Description:
Reached out to Ewa via LinkedIn and congratulated the group on 18th anniversary next month.


Description:
Using Apple Maps app; updated to Westbrook at Hanes Mall branch is now closed


Description:
Updated to Westbrook as Hanes Mall Branch is now closed


Description:
Updated to Westbrook as Hanes Mall is now closed


Description:
Updated to Wwedtbrook as Hanes Mall is now closed


Description:
Updated to Westbrook as Hanes Mall is now closed; physical address used


Description:
Updated to Westbrook as Hanes mall is now closed


Description:
Updated to Peace Haven as Hanes Mall is now closed


Description:
Updated to Westbrook as aHanes mall is now closed


Description:
Uupdated to Westbrook as Hnes Mall is now closed


Description:
AS updating to Westbrook as Hanes Mall is now closed, I called as I realized I missed this group as part of my call blitz 2 weeksd ago.  Left message with Charlotte on her VM.


Description:
Updated to Westbrook as Hanes Mall is now closed.


Description:
In updating Hanes Mall to Westbrook process due to branch closure, updated with new HR rep as prior rep is at Forsyth Country Club.  Updated via email format we have used in past with the company.  Reached out via Linkedin too.


Description:
Victoria Benson accepted my LinkedIn request without replying to message.  Will reach out soon to try again.


Description:
Reached out to internal contact via LinkedIn to try and get updated information as CFO has left along with the HR rep he puts in contact with at meeting about WellQ.


Description:
After not being able to leave a VM, I email to congratulate tehm on the upcoming 20th anniversay along with try to get a time to talk.


Description:
VM to follow up on email sent with Intrp PDF and check in


Description:
Spoke with Krist'a manager as I missed updating her phone number.  To call back next week as she's out of the office.  Updated phone number.


Description:
Spoke w/Yvonne.  All's well.  They have been in person learning since beginning of school year.  She is open to an onsite/lunch when circumstances allow.  Updated emplyeee count and got commitment to share the Intro to Allegacy PDF that we sned before initial onsites.  Sent via email and thanked her.


Description:
Spoke w/Gary.  Confirmed all's well. They are slammed with industrial cleaning, ours & others, due to Covid-19.  Confirmed number of employees the same. Got  buy in to send out intro PDF to Shanda along with $5 cards fo rher to share with reional managers/team.  Crafted email per conversation with Gary and copied him plus Russ who covers the GSO market.  Will get with Debbie to send a package to Shanda for her help.  Gary & I to catch up with Justin from Corp.Real Estate and play gold when allowed.


Description:
Reached out to my contact Misty via LinkedIn who is an HR Specialist to try and discuss SEG benefots.


Description:
Changed from Cultivate to maintain in User defined as company is CLOSED!!!


Description:
Emailed both reps to inquire as to how the team is and try to get an outdoor appointment.


Description:
Updated to Maintain from Cultivate as part of SEG prioritization work as compnay is closed.


Description:
Updated to Maintain from Cultivate as part of SEG prioritization work/call blitz. Also assigned to Clemmons bas ed on location when closed.


Description:
Left message with Karen asking for call back to check in.


Description:
Sent email with Intro PDF after getting voicemail again.  Asked for chance to meet/speak as she is new and probably wasn't aware of the SEG relationship.


Description:
Rep # rings CLT office of Almadina.  She has no contact information for Winston. Doesn't know the rep we have listed. Left VM on the main line to try and connect.


Description:
Updated to Maintain as part of SEG prioritizatin calls as company is closed.


Description:
Updated to Maintain from Cultivate during SEG prioritization call blitz as company is closed.


Description:
Owner answered the phone.  She updated me with her daughter's contact information as she is now the contact/payroll administrator.  No needs, things are improving.  Sen the introductory PDF t Tiffany who used to work at Allegacy prior to mu joining the company.


Description:
Mark shared my email with 2 of his teammates who emailed me for an appointment on Friday 4/9 to get introduced.


Description:
Mary Jo Morgan replied to my email and said to let her know when we want to visit.


Description:
Spoke w/Debbie McCliment about her meetng with thgroup to get her assistance with updating & connecting with the team.


Description:
Received call/email from Greg Keoleian in commercial.  Received SEG docs.  Updated SEG MGR with new HER rep contact information along with all else that could be updated via forms received.  Forwarded to Russ/Sherri for Board prep.  Will review in next teram meeting to handle rollout of Initial onsite.


Description:
Jacqueline responded to my email and suggested that I follow up with Kathy McCrickard for SEG discussion.  Emailed Kathy to set up call next week.


Description:
Updated website on Profile; no call as KSS has spoken with again recently.


Description:
Updated from Cultivate to Maintain as company is CLOSED.


Description:
Marked inactive and changed to Maintain from Cultivate.


Description:
Caught up w/Valerie on her way out the door.  She admitted she hadn't responded to my message as she tought I was selling Commercial Services.  Explained SEG to her.  She worked at Truliant and is now glad to know they're a SEG.  Sent email to set a time to talk.  She personally wants away from BB&T so we might have opportunity.  She advised I was correct in reaching out to her via the websote as Ricahrd, prior contact, has retired.


Description:
Dropped off $5 cards and Russ's business cards.  Prepared introductory email for Karen to send out to employees.


Description:
Valerie returned email and we hope to catch uo next week.  Emailed KSS@WellQ to advise of mnangement change.


Description:
Changed from Cultivate to Maintain as Association in now CLOSED!!


Description:
Changed from Cultivate to Maintain as SEG is now CLOSED!!


Description:
Spoke with Kristi for a bit this AM.  No needs, glad to get intoroduced.  Discussed different product offerings of Allegacy and me as point of contact.  Sent email to her and Lara-Ashley to look at putting the intor PDF into the HR benefits package to be delivered to the team next month as part of their 6/1 renewals.


Description:
Introductory email to Maru & Carla Hooker from AIG so they can discuss 401K options together.


Description:
Left voicemail to try & get introduced, check on group!!


Description:
Had virtual meeting today with KSS and ABS.  They appeared very interested & asked good questions.  Agreed that we can follow up soon.


Description:
Kathy responded and set up phone call for April 27


Description:
Asked Pam if we could set up a virtual on-site, sent over intro PDF. Think she prefers to just have folks reach out to us individually.


Description:
Emailed checklist for Sherri ti mail/deliver to Shanda to rollout to employees until we can meet.


Description:
Cisco WebEx with Laurie Jamison from Treasury lined up with HR rep, Pam.  Received updates on locations, employee count.  They have raised their LOC with Goldleaf/Treasury.  Laurie got buy in from Pam to be able to end introductory email about Commercial.  They currently use BB&T.  Pan has interest in Financial Education.  Sent email with intro PDF and introduced Lori Timm, Financial Education manager too.


Description:
Participated in a virtual on-site with Lori Timm and Karen Sigmon-Smith with HealthyUNCG. Spoke to employees on the topic of "Budgeting in Uncertain Times". Discussed Allegacy and WellQ


Description:
Marked in-active after they told us they couldn't promote due to HealthShare CU partnership


Description:
Received approval to apply for May 11 Health and Wellness Fair. Did so


Description:
Spoke with Veda Norman to check in. They recently had open enrollment and rehashed the Allegacy benefit. No $5 cards or virtual on-sites needed at this time. Updated from 79 to 85 employees. Got contact information for new HR Manager, Carri Bynum. Updated to Dorsett Controls from Dorsett Tech


Description:
Left message with Corlis re: benefits fairs


Description:
Spoke with a friend who is in management about Tony.  His supervisor position is open and they are looking for a replacement.  She will find out who we can contact in HR to help us until they get a new supervisor.


Description:
Sherri delivered package including 100 of the $5 cards to the new address which we updated today.  Will see how the 100 cards are recevied by the team and proceed with more.


Description:
Made active in SEG Manager following April 15 board approval


Description:
Anthony (Tony) Schaffer has been gone awhile.  Aeriel Handsome is the acting HR supervisor.  Updated system with her email address. We will need to ask for updated phone number.  General corporate email is HRM.VBAWIN@va.gov


Description:
Was transferred to Becky Neighbors who si helping Kathy as she is on leave until further notice.  We are to send $5 cards for her to review with management to see if they will include in the new hire packets that they continue to share as part of onboarding.  She referred me to Amy Pagano, Wellness Coordinator for more info on the Fair they are hosting.  Left Amy a message to try and set a time to talk about it.  Added Amy to Contacts page.  They don't give out email addresses so not added.


Description:
Reached out to Shanna Nichols to discuss partnership


Description:
Emailed Arem to invite to a virtual lunch to discuss opportunities


Description:
Following multiple attempts to contact, reached out to Christina Mason at the Kernersville branch. She said they have closed accounts (business and personal) under the reason of 'moving'. Google search says they are closed. Marked in-active


Description:
Good conversation with Matt Davis, sent follow up email asking if he had interest in $5 cards and shared the Allegacy flyer. Follow up once we can do on-sites


Description:
Had a great year last year, broke a number of records, focus on some sports and lesiure, looking at a third shift if they can get the employees. They've started letting some people back into the building but still on hold for on-sites. Love the Yadkinville location.


Description:
Following voicemail for Tracy Cini, got a call back from Kathy Lackey and they had a bad experience a few years ago with three accounts from a health fair not being opened by the King branch. Open to revisiting partnership later; returned call to discuss and left a voicemail for Kathy.


Description:
Called for Leslie Kissner, she is already  gone; transferred to Sean/Shawn (?) Gladio; left message


Description:
Great call with Ric, he wants us out there when we can get out there. Send $5 cards and business cards, new hire packets, email employee intro. Have grown to 63


Description:
Left message with Shannon to discuss Allegacy


Description:
Left VM for Robin Pixler reintroducing the partnership


Description:
Left message to check in with Elizabeth Goad


Description:
Spoke on the phone with Pauline. Mail some marketing materials to her, she'll put them out. Reach out in the fall for an on-site


Description:
Tracy is going to check with his team on whether they want to do virtual on-sites but believes they are good at the moment


Description:
Left message with Donna Anderson checking in


Description:
Left message checking in with Lora Hollman


Description:
Was transferred to Susan as Pam no longer works there.  ABS is no longer their provider.  Offered to help with Health Savings Accounts & anything else we could help with at the moment.  Sent intro PDF as a follow up.  No needs at the moment.


Description:
Emailed rep as phone system would bring up Jan Jenkins.


Description:
Followed up again with Shanna Nichols to discuss partnership


Description:
Replied to Carol Polk who runs their Pivot Ministries group.  Sent requested information and set up for next class participation when it is scheduled.


Description:
Finally caught up with Mark. Got correct spelling of his last name and his email address.  Updated number of employees from 50 to 25.  Mostly attrition as people has peft for other employment during the pandemic.  They are doen to the one site we have as HQ.  Wells Fargo kicked them to the cur by selling their loan to a servicing company and giving them 60 days to get a new bank account.  They went with PNC.  PNC won't lend them money as sales/profits are negative since Pandemic!!  Sent Intrp PDF and asked him to share with the team and reminded him I am point of contact for anything Allegacy.


Description:
Following conversation with Pat Manuel in middle of the month, mailed out 50 $5 cards. Also emailed employee intro and new member application


Description:
Sent out 50 $5 cards along with my business cards, 15 Choose Allegacy and checking account brochure; also, can we send out 10 new hire packets


Description:
Spoke w/Melissa.  No needs. They are extra busy with the RUMA(Rent Utilities Mortgage Assistanec) program as part of the Covid relief bills.  Updated employee count, sent intro PDF via email for follow up.


Description:
Left a VM for Jennifer to follow up on the merger


Description:
Spoke w/Cheryl as she was driving down the road.  She has moved up within the company.  Sent her the Intro PDF and asked her to share it along with my contact information with the new rep.  Have to follow up again.


Description:
Emailed Chrisitina Colgan, contact shared via AIG contact.


Description:
Called and was dial transferred to Rebecca's voiocemail which advised to email instead so I did.  Sent the intro pDF and requested to catch up over a cup of coffee.


Description:
Receptionist took message for him to call back; will follow up in a week if no return call.


Description:
Spoke w/KSS at WellQ; still awaiting 1st quarter payment before I call.  There are 4 members of WellQ that are Allegacy members prior to joing WellQ.


Description:
General voicemail box so sent email to try & connect.  They have cancelled their WellQ membership.  They are looking at Jjuly or August to possibly renew.


Description:
Spoke w/Anita.  Updated employee count.  No needs.  Very busy due to being in construction.  Commercial & Benefits still taking great care of them too.


Description:
Spoke with Denise; confirmed number of emplyees the same; no needs; she had to run.


Description:
Vm for Jennifer. Last name may have changed.  Follow up next week if no answer set on calendar.


Description:
Spoke with Kathy regarding SEG option and overall credit union benefits.  She is very interested in SEG info, WellQ and ABS.  Sent follow up email with summary pieces.  Their leadership will meet at the end of the month to review and let us know if we can do a joint presentation.


Description:
Spoke with Kathy about SEG option and overview of Allegacy products and services.  She is very interested in SEG benefits, WellQ and ABS.  Sent follow up email with summary pieces.  Their leadership meets at the end of the month and will let us know if we can do a group presentation.


Description:
Spoke w/Kristin; employee count still the same; got updated extension as David was off by one digit.  No needs!!


Description:
Spoke w/Monica; contact info & employee count is the same.  She is getting/sharing our emails.  No needs at the moment.  Ready for a visit when allowed!!


Description:
VM is leaving a generic message about all their hiring.  Sent a follow up email with Into PDF to try and get a call back.


Description:
Worked with Ryan Blackburn to bring back on three new HSAs within their open enrollment


Description:
Sharon Yarborough expressed hesistancy on making an introduction to Leah because of a 43% rate increase during their recent open enrollment.


Description:
Held a meeting with Michael Killen (new HR Manager) in April after Terri Brooks had to go out of office unexpectedly on FMLA. They are very interested, mostly in the financial education piece. They initially thought that the ATM was required to become a SEG and do the FinEd but we told them it was not. Got feedback on May 6 that they are undergoing some leadership changes that will hopefully resolve soon and they will have an answer in a month or so. Follow up after return to work if no word.


Description:
Have spoken to GeeGee twice to try to iron out a plan moving forward but they just aren't where they can from a planning perspective. She asked to be able to just call me. Give until the end of June and send a follow up email.


Description:
Left intro voicemail to Thomas Horton discussing Allegacy benefit


Description:
When we spoke in April, Davie County had plenty of new hire packets. Reached out today to Stacy Moyer and HR because their open enrollment is in swing. Offered $5 cards and digital assets.


Description:
Left voicemail with Colleen following March call regarding return to work visit


Description:
Left voicemail for Melissa Strickland to discuss opportunities


Description:
Left message with Melissa to discuss getting back out to see them


Description:
Spoke with Gary and Sherri Simon while getting a watch battery replaced.  Have known them almost 20 years.  Had Allegacy mask on and reminded them where I work and what we offer businesses at Allegacy.  They are very interested in SEG benefits and business services.


Description:
Dropped by Simon Jewelers to get jewelry cleaned and talked with Gary & Sherri again.  They are interested in setting up an appointment.  We scheduled on April 29th at Palladium and will see if Michelle Koster can attend.


Description:
Met with Gary and Sherri at Palladium branch with Michelle Koster and Rebecca Daniels.  Made introductions and left them to talk specifics on business side with promise to follow up regarding becoming a SEG.


Description:
Spoke to ABS rep and obained updated information for profile page.  Tried to catch up with HR rep but phone wasn't working.  Email reminder set for FRiday


Description:
Caught up w/James.  Updated numbers.  The office downtown has people on 3 in 2 out of office schedules due to Covid.  Production is at full capacity.  Has 15 member packets still and refers all new emplyees to Allegacy.  Sent follow up email w/intro PDF.


Description:
Spoke w/Lisa.  Doctors have been reduced.  Sent to Russ for update in DNA/Directory.  Contact info & # of employees still correct.  Sent intro PDF as part of follow up on our conversation.


Description:
Spoke to Elizabeth at the front desk.  Heather has moved on.  HR needs being handled by Cindy MacFarlne out of Lewisville, TX office.  Reached out via Linkedin as Elizabeth didn't share email address.  Marked in-active until we connect if possible.


Description:
Spoke w/Liz.  Updated # of employees.  All is well; they're very busy due to construction boom.  Sent intro PDF as a follow up.


Description:
Spoke with Thomas Horton on Friday, May 7. They have downsized considerably to 12 people, hope to ramp back up soon. Send intro message and eventually the video


Description:
Called number of record.  Prior rep left VM with new name & number to call.  Updated record and left VM for Tarsha. Want to make sure she is handling both companies(Twin City Warehouse) as was prior rep.


Description:
Left message wi/Gina@front desk requesting callback.


Description:
Left VM with David at his new extension(updated on profile page)


Description:
Called numer on profile page.  Name is different that HR rep.


Description:
Phone disconnected; phone on website doesn't take calls, email bounces back; Linkedin and most websites point to Boston MA.  Will need to visit in person to determine reality.


Description:
VM for Debra Perkin,  Attempting to follow up on interest in WellQ for JR's note.


Description:
Rep is on leave; VM for interim who I helped him/wife with mortgage last year!!


Description:
Front desk tried twice to dial tranfer me to Angie's email w/o success.  Sent an email to try and set a time to tallk.


Description:
After getting  VM again; sent a Linkedin message as we connected in January on Linkedin.  Updated using the email format for prior reps.  Will try that next.


Description:
Emailed for time to talk and sent intro PDF


Description:
Researched all note; spoke with Carey who visited company.  Reached out to Rob Thomas in Commercial to see if he had ever worked with them too.  Sent owner's name & company address.  Rob may visit next time he is in the area.  Left inactive but added the owners name after verifying SEG docs/Linkedin.


Description:
Left introduction for Kendra to discuss benefit


Description:
Spoke with Brittany Beasley and introduced myself, Allegacy benefit. Send info on being a SEG and follow up in a week after she has had a chance to chat with Janet Sheppard. Updated employee number to 50; 25 in the office, 25 in the field.


Description:
Vm for Christine after confirming no needs from commercial rep


Description:
Spoke with Jennifer as Joyce is no longer there.  Sent intro PDF and updated profile page with contact info and # of employees.  She's glad to have an additional contact as she had t clear up a title issue the week before.  Jennifer Uber at Alleacy handled well per rep.


Description:
Working with Jessica Harpe to put together an e-blast to members (400), a Facebook post (5000 followers) by the end of the month. Hopeful to do an on-site during fall baseball season.


Description:
Spoke with Jeremy and he said they want to do an in-perso on-site once we are able


Description:
Spoke with Sandy and they are interested in an on-site as soon as we can get back out there


Description:
Michael Williams received via Rhonda Brown contact info for new person. Belinda Jaco - (BJaco@irco.com ). Sent her an email intro


Description:
Reached out via their website contact us page & Linkedin.  We have never gotten to visit the company.  I walked into their office while working at Biotech years ago.  Security process didn't allow me tp speak with anyone.  Cheryl Grant was the ABS rep for them.  She discouraged us from calling on them and did not include us in the renewal process.  Will continue to try and get initial on-site.


Description:
Rebecca thanked me for my email.  She is using KSS/WellQ as her main source of promoting Allegacy at the moment.  No needs.


Description:
Left message for Suzanne to discuss SEG benefit. Receptionist referred me to Rich Davis, who confirmed that Suzanne would be the right person to speak to


Description:
Reached out to offive mgr via lInkedin to connect in preparation for Commercial meeting.


Description:
Called Jennifer Lambert, Dir. Of Development, to see if HPCA is currently offering credit union membership to their employees.  She isn't sure, but will check.  She is a member of State Employees Credit Union, but knows they don't work with businesses.  She is interested in Allegacy and will call me back later this week.


Description:
Spoke with Cindy; updated her title, employee count.  She shares our mailers/emails witht department managers.  Loves Allegacy.  No needs!!


Description:
Allegacy computer won't allow website to open.  Phone still doesn't take calls.  Reached out via Linkedin to the one employee listed there still.


Description:
Phone number rings Hatch.  Marked in-active and am continuing to research the firm this is housed under as 5 groups are part of it.


Description:
Left message for rep as Dee has left according to Linkedin & VM at the club.  Second change.  Message was left w/o Allegacy so that she might call to try & sell me a membership.


Description:
Spoke w/Heather.  Have adjusted with Covid to providing meals and more closely partnering with Second Harves, their parent company.  They have increased to 50 employees and are transitioning them to Second Harvest payroll.  The team uses Allegacy but is joining through the parent company so stats are skewed.  No needs!!


Description:
Spoke w/Kim.  All's well/  The company doesn't have a website which is why it shows closed on Google.  No needs.


Description:
Shery called me back.  Updated number of employees.  They're about to wrap up a CORE convesion too. May join them for a lunch n learn to help witht that.  It appears that an initial on-site was never done as prior 2 BD reps both left as SEG joined.


Description:
Meet with Carol Polk & Carloyn Chambers along with VP of BD at Bonefish Grill to discuss SEG relationship with AFCU.  Declined due to banking relationships across the Triad and having to be listed on Open Now(online enrollment).


Description:
Shared contact info/history with Rob Thomas from commercial so he can line up a meeting.


Description:
Left follow up message regarding SEG benefit


Description:
It worked.  Membership director called me back.  She wasn't aware of the Allegacy benefit.  She was glad to hear that the partnership was established.  Thye are attempting to hire staff as many have left due to the pandemic.  Will let us know when we can visit.  Sent intro PDF and online code foe free membership via email.  I took call while walking on lunch so I didn’t update numbers or get Krisstina's last name.


Description:
Spoke with Rob Thomas about Bell Davis Pitt.  He is doing work with them and this is likely to increase, so he pitched the SEG relationship to one of the principals (Steve Poe) and they are interested.  He will share proper contact for me to follow up with.


Description:
Rob called and gave me the Firm Administrator's name and number, Karen Googe.  I will follow up with her regarding SEG paperwork.


Description:
Karen and I connected via phone to discuss SEG relationship and next steps.  She used to work at Lewis & Daggett and is familiar with Allegacy SEG relationship from there, also a long term member and loves us.  Sent paperwork and info on Employee Wellbeing Campaign for June.  Will follow up once we have Board approval.


Description:
Submitted FB post to Shanna Nichols from marketing


Description:
Reached out to Suzanne via LinkedIn to try to make connection


Description:
Shared The Resource/ABS Employee Wellbeing Campaign for June. Also reached out about doing an on-site this year.


Description:
Shared The Resource/ABS Employee Wellbeing Campaign for June.


Description:
Good call with Kathy to update partnership. Would be up for an on-site during open enrollment or wellness fair. Shared email with her of the intro PDF and electronic membership form. Send video once approved.


Description:
Sent The Resource/ABS Employee Wellbeing Campaign for June to share


Description:
Visited companiess nw location.  Owner was in the middle of a print job.  Met Carrie, told her the story.  The prior owner hadn't old them about the affilitation.  Left BIZ & $5 cards and offered a lunch visit to the owner and team.  Updated number of employees.


Description:
Virtual meeting with Jennifer Duncan, VP of HR.  She is still evaluating their relationship with Members CU.  Doesn't seem to understand the value of a SEG relationship so we reviewed the benefits.  Discussed onsite visits, financial education workshops, Lunch-n-Learns, etc.  Will send her the SEG employee intro piece + list of workshops available to share with her HR team.  Follow up in late summer.


Description:
Left message for Missy following up on last summer's conversation about being a SEG


Description:
Left message with Kristie Catlin to discuss SEG benefit


Description:
Left message with Jerrica Wise about becoming a SEG


Description:
Lynne Fazenbaker at ABS relayed a message from Melanie Chandler that they wanted some info on Allegacy for employees during Open Enrollment. Larry Cozza shared PDF and we will get a packet of information to her.


Description:
Left another message regarding return to work and when we could schedule an on-site


Description:
Left Ric a message to schedule an on-site after June 15 return to work


Description:
Sandra said to reach out in mid-June once they have more guidance on their return to work for an on-site


Description:
Reached out to Jeremy to determine a good on-site date


Description:
Spoke with Carol and they promote both Allegacy and Truliant to new hires. No longer do on-site visits as of a few years ago because there were just too many vendors. She does want some $5 cards and to send out the video to them once we have them.


Description:
Met the new town manager Ken Gamble at the Energy United ribbon cutting.  Spoke for a few minutes.  He sis on his way to vacation at the Grand Canyon.  He is to email me for a meeting upon his return to set up a lunch appointment.


Description:
Called & spoke with Rojetta.  They are looking forward to our visit, love Donnie's shaved ice.  Requested around their July annniversary.  She s to run by plany management and get back with us.


Description:
Spoke with GK in commercial as no reply to either attempt to reach Leanna.  He has to get updated tax returns next month for LOC renewal.  He is going to try & bring up the initial on-site.


Description:
Spoke w/Michelle.  Updated employee numbers.  They expanded greatly due to Covid-19.  The family with  the exception of oldest son had Covid in February of 2021.  Inited the owners to the Dash games of 6/9 and/or 6/10.


Description:
Researched corporate website after Linkedin as prior rep has moved I learned via SHRm meetings. Used name/email format  to send luncheon invite.  Out of office reply confirmed I am correct.


Description:
Sent email to Victoria Benson who I have connected with on Linkedin as the VP of HR.  Used the email format for the contact person who left.  Will update contact according to her reply hopefully soon.


Description:
Luncheon invite tot Tracy Harmon was returned as undeliverable; sent to Nicole Spillman too.


Description:
Karen Morgan referred group to me. She & Jane thoughtthey had done the SEG process 12 years ago.  Researched to find ou they hadn't.  Emailed Jane to set a time to talk.


Description:
Spoke with Jane to review the history and learn about the Association side of the group.  Set the table for next steps and to follow up after spekaing with department lead.


Description:
Spoke with Sherri; she is researching the Association piece and we'll schedule lunch.


Description:
Lunch at Village Tavern with Jane & Sherri.  Sent SEG docs after.  Sherri followed up on the association.  We are going to bring in both as one like the Hispanic League do to the name being the same along with the size.  Sherri has the lead on this for now.


Description:
Victoria replied to email requesting the 17th of June.  I emailed back offering noon at Village Tavern on Griffith Road.


Description:
Sharmin replied toe amil stating too busy for now.  Trying to hire but can't do to unemployment benefits and people not wanting to work.  Let her know to reachout when she is able to go and let me know if I may help with anything!!


Description:
Sent lunch invitation to Myra and she replied that she'd love to meet but they are going through a transition with their VP of HR. Wants to wait until that point. Replied and agreed to wait but sent videos for new hires, employees


Description:
Caught up with Melanie Chandler, who works with Open Enrollment and benefits. She said that she often distributes information related to Allegacy when people sign up for Health Savings Accounts and requested more be sent, both digitally and physical. Sent new presentation videos, digital brochures and intro; will mail out packet of similar information with $5 cards. Offered on-sites.


Description:
Sent lunch invite to Angie Hart (angie.hart@choice-health.net)


Description:
spoke with Joanna and she said reach out in December for benefits fair, February OE


Description:
Sent follow up email to Joanna re: $5 cards, presentation videos


Description:
Left message with Sr HR Generalist Tiffany Donalow (sp?) after being transferred by operator


Description:
Played in Chamber tournament with Keith, Hall, & Robbie Gardner at Cross Creek CC. Emailed on Monday as follow up!!


Description:
Shared email to DLL members with Shanna Nichols


Description:
Sent out SEG survey (through Survey Monkey) via email


Description:
Email bounced back.  Updated to Plant Manager who I helped with mortgage last year, Charles Little, and resent.


Description:
Survey email bounced back.  Reached out to facilty manger via Linkedin to try & connect/speak.  Updated email using format for prior rep & resent.  It bounced back too.  Marked in-active until we can connect.


Description:
Survey email bouncced back.  Reached out via Linkedin to Plant Manager and resent email using the format for prior rep.


Description:
Janet Arce reached out to Irene Cafiero regarding a Virtual Benefits Fair from late October-early November during OE. Will work with Irene, who is retiring, on how to proceed.


Description:
Myra Garris said she would post SEG presentation in July newsletter to employees


Description:
Survey email bounced back.  Sent to rep found on Linkedin and it bounced back too.  Will have to try in person as they have not been willing to share over the phone in the past.


Description:
Survey email bounced back.  Reached out to Christy via Linkedin to try & speak.


Description:
Left message with Nicholas Cooke (4.16 & 5.19) // sent lunch invitation; updated contact information multiple times


Description:
Spoke with Mitzi Bradshaw, who has taken over for Shirley Lawson (retired). Open to an on-site and will check with executive director. Best day to be out is on a payroll Friday (every other week). Can send some $5 cards and video.


Description:
Attempted to reupdate contact info to Mitzi Bradshaw


Description:
Received new contact for HR from Amy Wooten at ABS. Spoke with Lindsay Finch and discussed SEG benefit, financial education. Give her a month to see what her employees want. Sent contact info.


Description:
Spoke with Donnette Gilbert on the phone. She is the new contact for Willow Tex in Human Resources. Updated contact info.


Description:
Met Ken, new town manager(6 weeks in) at this office.  We walked to lunch 2 blocks down the road.  He bought.  We discussed all that Allegacy had to offer.  Has interest in WellQ if we ever branch out.  He is to poll the staff about Financial Education and get back with me.  I am to copy him on the next email that goes out to the SEG Rep for his consideration.  Keenia had met with the team for open enrollment the day before.  Ken was happy with the priicing the received.  Minimal pirce increase that the town ate on behalf of the employees to avoid rate hike to them.  Left him with 20 $5 cards to share with the team.


Description:
Left follow up call with Missy Whitaker re: SEG piece


Description:
Texted with Karen to confirm June 22 Beach Day event.  We will plan on serving 350 employees with Kona Ice.


Description:
Spoke with Reginald Johnson and a traditional on-site would be tough for them because they generally just have 1-2 people per location. Send video and $5 cards their way. Updated address from 1020 Winston Street to main office in High Point. Updated to Palladium.


Description:
Shared with Shanda the online promo code, video presentation, and a text message sample they can share with their employees, who work in various locations.


Description:
VM@4:15 for Laura to schedule that lunch w/KSS.


Description:
Emailed Audrey as follow up from golf tournament last week and to try and help Russ connect with Angie or Kristie.  May purchase plates as part of their fundraiser next Friday.  Forwarded email from Chamber for fundraiser to make sure that Keenia(ABS)is aware and see if ABS if participating. They are not as they will be in Wilmington for a conference.


Description:
Dropped off 100 brochures and $5 cards for Melanie to use in new hire orientation


Description:
Spoke with Irene regarding her retirement and got information on Pariser. Andrew and Scott (brothers) own the company and we have worked with the business. The employees typically live paycheck to paycheck and have often been declined when opening accounts.


Description:
Spoke with Irene leading into her retirement. Cliff sold the company in May and has retired, so Mac Stuhler is running it now. Updated contact info.


Description:
Had discussion with Irene on contacts, got new contact for when Ric retires


Description:
Spoke with Irene relating to her retirement; she gave us background on how we worked together. Pennsylvania has really kind of gone dark. David is retiring in September. Will need new contact


Description:
Spoke with Irene regarding her retirement and how it works with the SEGs. She believes the building this facility is in is due to be sold, as the building next to them has been sold. Updated contact info to include David Haggerty


Description:
Laura called back.  Not ready for the lunch or a ball game yet.  She asked me to call back in August, closer to her return to work, to schedule a lunch.  They have hired a new HR rep who has yet to enter the building(Marcy) that she will invite t ojoin us.  Will get updates on number of employees and cites, contacts then.


Description:
Hosted Garrett Mills and Kevin Slate at a Dash game. Good introduction and made an introduction to Ryan Blackburn at ABS for their benefits. Garrett told Ryan to check in with his wife in October for a Jan 1 OE


Description:
Colleen reached out and said they are still not back in the office, said to reach out in the fall


Description:
Emailed to confirm lunch Thursday.  Victoria replied needing to reschedue.  Booked for the 25th.


Description:
Audrey emailed back & copied out 2 contacts.  They are out of office this week.  Russ emailed back thanking her and will reach out again next weekm.


Description:
2en email ed to ask me to bring 24 more $5 cards so HR can put them in the [ay envelopes next pay period.  Made arangement to drop off tomorrow.


Description:
Survey received by marketing; Employee count down from 12 to 7. Updated profile.  Only interest was Financial planning.  Caught her on way to lunch.  She asked if she could call back.  Confrmed number so she acna call after lunch.


Description:
Survey received by marketing: employee count down from 53 to 52.  Updated profile.  Interest in us helping with Open Enrollment and employee handbook.  Wellnes initatives along with financial planning.


Description:
Survey received by marketing; employee count down 1, updated profile; only desire was for Wellness Initiatives(Biometric screening, Wellness seminars, coaching)


Description:
Survey received by marketing; employee count down to 16 & updated profile.  Benfits client with interest in Financial Planning.  Open to us jpoining Benefits if Benefits will allow.  WE missed again this year as I spoke with Tonya earlier this year.  Open to onboarding and having information in the new hire packets.  Left message for Ryan Donahue who filed out survey.  Had connected with him 2 days ago on Linkedin in preparation for the call blitz/follow up.


Description:
Survey received by marketing; employee count down to 1o, updated profile. Interest in us participating in Open Enrollment and WellQ.


Description:
Survey received by marketing; interested in WellQ/biometric screenings/finacial education.


Description:
Survey received by marketing; employees up to 165 and updateed on profile.  She asked about benefits and wellness on the survey.


Description:
Kristie Byrd replied and she is no longer on the HEART committee, which manages the on-sites


Description:
Reached out to administrator via Linkedin to congratulate her on the 10 year anniversary at the company, connect, and hopefully speak.


Description:
Joy Ore has moved on to the Media Hub according to Linkedin.  Have reached out to her since seeing her on Zoom meeting w/SHRM but still pending acceptance.  Need to find out if there is a company change or name change.


Description:
Updated contact info with new office manager (Chastity Gerringer) and Head of School (Patrick Beaudine)


Description:
VM at 1:45; updated to Biotech as it was assigned to N. Patteron in error.


Description:
Rebecca responded to my email inviting her to lunch with KSS/me.  WE are setting up a Zoom meeting as this is her crazy time of year due to open enrollment about to happen.


Description:
Reached out to rep via Linkedin to offer help and see how the expansion into Mocksville is going.


Description:
Received SEG paperwork from Allegacy Benefit Solutions; received board approval for SEG


Description:
Caught prior rep, Dawn Cardwell.  She confirmed she is the rep and that they want NO SOLICITATION from anyone.  The share that they have the affiliation with AFCU among the others she wouldn't name.  They list all options when someone asks but refer/promote NO ONE!!!. She thanked me for the call and confirmed to leave them as IN-ACTIVE; DO NOT SOLICIT!!!!!


She was kind, gave me her correct email, phone number does now ring her.


Description:
Played in their annual fund raiser golf tournament at Winston Lake; to email next week for on-site


Description:
Changed from Tori to me as part of the In-Active report working w/Sherri Scott.  Will touch base with her at next team meeting.


Description:
Results of SEG Survey:  Number of employees down to 60 from 100.  Employees work 1st shift, most on production floor, none working from home.  They are open for business and prefer email communication.  The quarterly eblasts and direct mail pieces are valuable.  Answered No to allowing us to participate in onboarding, open enrollment or employee handbook materials.  Interested in financial education and learning more about lending products.


Description:
Had onsite with Kona Ice. Gave out $5 cards, auto loan special handback, phone fans, hand sanitizer, etc. Met Lisa Morgan who manages payroll.  Gave her a stack of $5 cards and Russ's contact info.


Description:
Brenda emailed back and asked to meet for coffee. Appointment made for 9:30AM on the 24th at Krankies.


Description:
Spoke with Ryan Blackburn at ABS about whether to approach them about an on-site. Received the following: 


 


Hey Russ, 


I would say avoid approaching them. I actually ended the relationship with them due to how they were treating our staff as well as other issues. 


 


Let me know if you have any other questions on this group, but I’d probably leave that one alone.


Description:
Hall Roberts spoke with Angela Timmons in March about an on-site once able. He reached out today to discuss possible July/August dates for an on-site enrollment.


Description:
Hall Roberts to reach out about an on-site


Description:
Response to SEG Survey--Employee count down to 18 from 32, office work with most there now and to continue there, emails/quarterly appreciated, on-site welcome, looking for financial education/product information, onboarding possible


Description:
Results of SEG Survey--Employee count down to 65 working at desks mainly; most working in office and to continue there, interested in financial education & AIG; no ionterest in WellQ, open for a vist


Description:
Results of SEG Survey--employeed count has grown to 20, mainly drivers working 3 shifts, likes emails not quarterly mailings, no visits, interest in WellQ, interested in finacial education;


Description:
Michael Williams uncovered new HR Manager is Julie Williamson. I knew Julie from previous roles for both of us and reached out via LinkedIn to discuss SEG benefits.


Description:
Response to SEG Survey--employee count up to 30 from 28; all working remotely with 60% to reamin that way, likes email communication has billoard fo rposting, open for visitors, cancelled WellQ but open to rejoining after Juy returns employees


Description:
Sent email to Ashley Riggs to see if we can schedule a phone call to get an update on return to work plans.  The phone number listed for her and Barry does not have voicemail.  The main number listed goes to the Brain & Spine Surgery location.  Need to get an update!


Description:
Left voicemail for Kathy Bumgarner to let her know that we are returning to the office and see if I can get an update on their plans.


Description:
Automated reply telling us Petra is no longer employed. She hasn't accepted my Linkedin request and their system won't allow me to message her.  Called a conatc listed there I met years ago at Biotech.  He no longer works there but is trying to help get updated information.  Cell number for Paul is a real estate agent who I know personally and professionally.  Will continue to try.


Description:
Spoke with Gary to determine when to schedule onboarding & onsite.  He just hired a new administrative person full time and asked if I can follow up in a week.  He is closing on his mortgage refinance in two weeks & is very happy.


Description:
Met Lisa Morgan at 6.22 event. She works in payroll and requested we share the application with her. Gave a stack of $5 cards and followed up with email of membership app and instructions.


Description:
Left message for Angie Cagle following Audrey's introductory email


Description:
Heather Sapp referred Haley Mark's name as a starting point for the on-site. Spoke with Haley this morning and she would like to get some information to share with Heidi (CFO) to discuss how they'd like to move forward.


Description:
Spoke to Jeremy about an on-site and he said to speak in the middle of next month. Many people are off right now on PTO because no one really took time off last year.


Description:
Called to follow up with Missy Whitaker and she is no longer with Ridgecrest; left message with Wendy Guy to revisit SEG conversation


Description:
Left message for Emily Fulp, contact Larry had spoken to in the past, about revisiting SEG relationship


Description:
Emailed Michael to follow up our May conversation now that we have returned to work.


Description:
Larry and  I had lunch with Dr. Benson.  She has been at MedCost 4 years.  Came from Florida and has prior experience with Navy Federal Credit Union.  She's a credit union advocate.  As far as she knows they do not have a relationship with another credit union at this time.  They are a Benefits Administrator serving NC, SC & VA. MedCost Benefit Services is part of their organization.  They also recently bought Chess Health Solutions in HP (85 employees).  All together they have approximately 400 employees, with only about 100 working onsite.  Most are remote.  Privately held but owned by Wake/Atrium.  They are very interested in financial education.  Victoria will connect Larry to the HR Generalist to discuss virtual lunch-n-learns.  They have a monthly newsletter and would be willing to allow us post a message.


Description:
Larry & I had lunch with Dr. Victoria Benson, VP, Human Resources.  MBS is not part of MedCost and is no longer a separate entity.  We will change the status to in-active.


Description:
After meeting with Jane, would like to see approval for one Associational SEG, rather than 2 separate groups.  The Board is required to be members, so we can add employees and members of Piedmont Craftsmen.  Submitted paperwork to Jane for her Board to review.


Description:
Jane sent email and paperwork after PC Board approved moving forward with SEG partnership.  Will submit to NCUA for approval.


Description:
Received NCUA approval for PC to be Associational SEG.  Will submit to Allegacy Board for approval at July meeting.


Description:
Kristie followed up on email inquiry to say they already offer CU membership through Summit


Description:
Called/email as follow up on SEG Survey.  Phone number is Sam's club.  Called number online which is dispatch.  Shawn answered and asked I email owner so as to not slow down business.  Emailed the Intro PDF per his request along with request to catch up via phone about resst of his desires/opportunites.


Description:
Spoke w/Payroll and updated employee count based on lastpayroll.


Description:
Called Daniel to thank for the survey response.  Booked an appointment that we had postponed the entire 16 months of Covid-19 pandemic.  Next Wednesday at 5PM.  The company will be moving by September to Marketplace Mall.


Description:
Set meeting for July 6 to discuss transition with Mac Stuhler, including Sherri Scott and Irene Cafiero


Description:
Completed 11 virtual on-sites with UNCG students to discuss SEG benefits. Zoom calls were in breakout rooms and had discussions with may 2-3 per one hour session. Discussions were mostly about Allegacy, pushing AllHealth Wellness through Kaplan Center. Some kids asked about financial aid, directed them to their school resources.


Description:
Reached out to Darren to schedule meeting to discuss SEG benefit


Description:
Researched online filings and got name of president elected in 2019.  Nothing else available.  Apartment address in the online documents too.


Description:
Interoffice mailed 25 - $5 cards to Renee Hall to distribute to City of King.


Description:
Called to review survey results & scgedule the lunch she asked to ddelay.  They're closing down 7/5-7/9.  July is bad.  They hiring has improved.  She requested Sugust call back.


Description:
Spoke to Missi following SEG Survey results. She has interest in setting up a call with Business Services and AIG. Going to refer Carey Furr and Dan Bernabe.


Description:
Called for Wanda & got Glenda.  They're co-owners.  Definite interst in WellQ.  Emailed the intro PDF after Wanda called me back 5 minutes later.  In email, thanked them for being a SEG for 12 years and reminded them of invite for coffee and/or lunch.


Description:
Spoke w/ Terry.  His main interest was in if AFCU would be a Trustee(doesn't appear so in my research).  Secondary was in Business services which I will discuss with Greg tonight on the golf course.


Description:
Follow up on SEG survey and scheduled a lunch for KSS/Kristin/me on 7/14/21.  Place TBD.


Description:
Left message with Anne to follow up on Return to Work survey


Description:
Results of the SEG Survey. Updated workforce from 45 to 105. Work on sales floor and staff is back in the office. Email is the best communication to them and they share it in-person. Quarterly communication is the best and they will post on the bulletin board. Financial education and wellness initiatives are of interest and they are interested in us being a part of the onboarding and their handbook. Asked if we had marketing materials in Spanish.


Description:
Spoke with Lora following survey results. She has interest in Spanish marketing materials as well as financial education (in Spanish). Get her stuff for 25 new hire packets.


Description:
Left VM for David thanking him for filling outt he survey and requesdted call back to discuss.


Description:
SEG survey received; employee count down to 43 from 100.  Updated profile.  No needs per survey.  Spoke with Joanne and she is running a possible onsite by their director.


Description:
Greg from Commercial & I played golf after work with Jeffrey Thompson, CFO, who is wearing many hats now.  They were bought by Division 5 out of Georgia.  Also a NY company is part of that  deal.  During the transition, ABS was unable to meet their needs and left a bad impression on the remaining staff.  No HR rep at the moment.  Awaiting further input from Greg and Wendy from payroll to determine the next steps.


Description:
Greg Keoleian was able to get the updated documents fo rthe LOC renewal on Monday at 7:30AM.  They're in for underwriting. The company is very busy due to Covid and the boom in construction.  HE is working with the SEG rep/John Heath(ABS)/me to get us into the open enrollemtn in August.  We have members that have closed Mortgage Eliminator loans as part of the SEG process that are coded to PCC not the group itself.


Description:
Open Enrollment was done virtually by ABS with  me/Peace Haven branch working to open the Memberships/accounts. We opened 2 new memberships and 4 Health Savings Accounts(2 for current members and 2 for the new members). The accounts are being funded manually this month by Wendy Staz & deposit ops.  It appears that Family was used to open one of the memberships as not coded correctly.


Description:
Reached out to ABS to remind the account rep that the group is a SEG.  She's going to talk with the SEG rep and help set up a warm introduction to me so we can discuss the benefit roll out to the team now that open enrollment is done with today being the effective date.


Description:
Called and got Denise on her way to a meeting.  She is to call back afterwards.  I'll call Friday if she doesn't.


Description:
SEG survey received: down to 3 employees, didn't update SEG MGR due to associaation piece.  Working remotely until further notice.  Interest in Benefits, WellQ, many things.  She called me back I was tyoing in notes.  She's to call me on 7/5 to schedule a meeting.


Description:
Spoke w/Wendy & Greg.  Company never took us up on payroll after introduction to Wendy on payroll blitz.  Confirmed with Greg how the NY hedge fund bought multiple companies and that Structural Steel is now owned by the group out of GA.  Prior owners were bought out.  Jeffrey is the CFO for this location.  Updated his information as SEG rep as he is only person left from prior regime.  Will not mark inactive.  Will try yo catch up with Jeffrey after his vaction in 2 weeks.


Description:
Survey respone: employee count down to 61, profile updated.  Interst in Biometric screenings & WellQ, information in handbook, mortages, us joining in Open Enrollment as I have done in the past when allowed/needed.  Has mortgage information desire too.  Judy was out of thte office for the holiday.  Sent email with intro PDF and request for a time to speak after her return.


Description:
Christine was out of the office, Joe was there.  Had no knowledge of the survey and was uneasy with speaking with me.  Sent email thanking her and request to talk.


Description:
Office closed; left VM for Alan to follow up after the holiday.


Description:
Survey response received: employee count down to 67 with 10% remote, profile updated.  Interest in WellQ,I nterest in Financial Planning.  VM for Kristi at 11AM.


Description:
Spoke with Lisa.  She asked me to email her to remind her to get the HR rep and for them to set an appointment with me in a couple of weeks.  They're moving back into their office space now that the remodel is done.  Emailed at 11:30AM.


Description:
Emailed Rita at noon per survey response to follow up.


Description:
Held on-site with Hawaiian Shaved Ice. Larry Cozza attended. Updated employees from 184 to 220, with another 30 to be added for a second shift on July 19. Met new plant manager Dan Hemmen and new HR Generalist Andrea Kimura. Left $5 cards with them for new hires. She wants to discuss Financial Education in August.


Description:
Results of SEG Survey. Updated employees from 64 to 80. Employees are in the field and 95% are back in normal work setting. Email is the best way to communicate to them and they will relay it to staff via email. Quarterly communication is best and they would post on a bulletin board. Open to us being there for open enrollment and their handbook.Would be interested in wellness, financial education, planning info.


Description:
Followed up with Leah regarding SEG Survey. She is still in her busy season but wants to meet sometime the week of either August 23 or 30


Description:
Reached out to Cindy Simmons to discuss how to roll out SEG benefit after being advised to reach out independent of ABS prior relationship.


Description:
Sent Karen email to let her know the Board approved them as a SEG and asked for a meeting to discuss onboarding


Description:
Left message for Karen regarding onboarding


Description:
Cindy replied and said that she had issues with ABS and requested we not be included on any future emails.


Description:
Sent follow up email with online signup code for employees


Description:
Held virtual meeting with Mac Stuhler including Sherri Scott and Irene Cafiero. They have recently been acquired by a British company that has a commitment to holding the company, very meticulous on the numbers. Mac is a long time employee (30+ years) and splits time between NJ and Montana. Most employees have been there a long time. Sent SEG videos and PDF to him to post on the intranet.


Description:
Sarah emailed back and offfered to meet virtually as she is located in Wilmington.  Offered up a couple of days/times.


Description:
Had meeting scheduled for 9:30AM at Krankies Coffee.  Brenda was rear ended by a city employees car and emailed to cancel.  Called her before reading the email to make sure she was okas it was 9:40AM.  Left it in her court to reschedule after checking her calendar.  Will give it a week before reaching out myself.


Description:
Met Daniel at Joymongers.  He is moving his office to Marketplace Mall in September.  His current building had a leak during a storm which damaged a new $20K machine.  Insurance didn't cover it.  No need for Commecial as he paid cash for it to replace as insurance stiffed him.  Still happy with current payroll.  Has his operaating account with us now after Suntrust; happy with that.  No needs but did ask about us possibly sponsoring a Grand Opening after he is up and running..Scehdule a visit after he is open to remind him of the Stafford Villag option and tour his building.  Will discuss request then.


Description:
Spoke with Derek Carte who knows the owners through kids soccer affiliations.  He is to speak with them and see if we can share virtual opions with the team.  They have operating account with us for now.  Signed as SEG hoping for a 100%LTV loan that was not approved after speaking with the commercial team.  Stopped by the downtown location on 4th & Marshall to confrim if open or closed.  It is still closed.  They are now franchising locations so the new locatios hae different owners/companies.  Will update further after speaking agin next week with Derek.


Description:
Out of Office(Permanently)received from Wes' email.  Referred tio Bailey Yerby. Reached out to Nailey via Linkedin. Reached out to KSS at WellQ before adding Bailey as contact.  Awaiting her input.


Description:
Out of Office(Permanetly)reply received form Wes' email address advising to contact Yerby Bailey.  Reached out to KSS at WellQ before reachiong out to Yerby, awaiting her input.


Description:
Tom responded UNSUBSCIBE to Debt Challnge Email.  Mrked in-active for now.


Description:
Ewa replied UNSUBSCIBE to Debt Challenge email.  Marked in-active for now.


Description:
Filed bankruptcy following scandal, swing by in a few months once environment is better, Google says permanently closed; drove by with Larry Cozza today to confirm building is sold to another business. Marked as closed.


Description:
Ewa replied UNSUBSCRIBE to Debt Challenge email.  Marked inactive for now.


Description:
Dropped by with Larry C ozza to see how they are doing. Blanca Pearce came to the door and said that Gaye Heath was still the contact but they are very busy planning for the expansion into Mt Airy. Blanca had retired but came back to help with this expansion in a temporary capacity. Left info with Gaye.


Description:
Stopped by with Larry Cozza to check in on company. Updated numbers from 12 to 15. Left information on SEG piece and my card. Gentleman I spoke with said a loan we were working on with them fell through a few years ago,


Description:
Joanne replied asking for dates in August for an onsite.  Replied that other than Tuesday moring and Wednesday the 11th I was available.


Description:
Carolina Services of the Triad – Results of SEG Survey. Work three shifts, all in the field, and all back in the office. Email is the best means of sharing information and it is communicated in-person. Quarterly distribution is best and they will share on their bulletin board. Open to us being in their handbook.


Description:
Scheduled meeting with Larry to go visit Michelle and meet Suzette Farmer (runs payroll). Good meeting and they will distribute $5 cards and push Allegacy to new hires who don't have direct deposit. Followed up with email discussing SEG videos, online code, and checking account brochures. Michelle is also interested a buying a car for the business and may try to title it under the company but buy using her personally.


Description:
Emailed intro PDF and tried again to get a chance to speak.  Reached out to CEO via Linkedin too.


Description:
Distributed Debt Freedom Challenge email to SEG leaders


Description:
Survey received: Employee count up to 12o; updated profile.  Staff is on the sales floor mainly.  No needs or desires for information.  She is the winner of the drawing too.


Description:
Stephanie called back from my voice message yesterday.  Called to follow up on the SEG survey.  Didn’t advise her of the winnings as the voicemail was generic.  It forwarded to her cell number.  I sent a text there to let her know she one and to try & connect with her so we can deliver.


Description:
Tracy Roberson responded to Debt Freedom Challenge email and asked if folks needed to be members (they do not), so she'll send that out. Updated account with her info as HR Analyst


Description:
Emailed Wayne for a time to talk next week.


Description:
Sent Christina Mason a referral on Michelle's car loan request for commercial use


Description:
SEG Survey Results. Updated staffing from 108 to 261. Operate three shifts, in the field. 15% of workforce is still remote but will all be back by the end of 2021. Email is the best way to get information to them and it will be shared via email to staff. Quarterly communicae is best. Would be interested us being in this onboarding, open enrollment, and handbook. Wellness and Financial Education info would be helpful. Would be intersted in info related to digital/mobile banking services.


Description:
Spoke with Melissa on Friday, July 2 about SEG survey results. She is amiable to the options they requested but nothing set in stone. They bring in a financial advisor for education, so I sent her some of Lori's workshop opportunities as well as SEG videos and information on digital/mobile services.


Description:
Updated name from Caldwell Hospice & Palliative Care to Amorem. Merger happened in June 2021 with Burke Hospice


Description:
Spoke with Gary regarding onboarding date.  His new Office Administrator didn't show up.  His jeweler, who's been with him 30 years, is talking about retiring in the near future and he is trying to determine how to handle all of this news.  Wants to hold off on having us visit with the staff temporarily and suggested that I speak with Sherri about insurance (ABS).  Will send email with SEG Employee Intro brochure (again) and auto loan special that he can share with staff.


Description:
Dropped off the parking pass for the Dash game on 7/20 and spoke with Daniel.  Had emailed him the tickets that morning.


Description:
Left additional follow up message regarding SEG Survey


Description:
Confirmed lunch and place; West End Café.


Description:
Spoke with Thomas following up the SEG survey and not really interested in benefits as much as understanding what they already have with us; going to send him WellQ, SEG piece info; wants to personally get info on 1.99 car rate


Description:
Results of SEG Survey. Work on the sales floor and folks are all back. Monthly email communications are the best way of communicating and they share it with staff via email. They would post on their bulletin board. Open to us being involved in onboarding, handbook, and their open enrollment. Wellness would be helpful. Interested in ABS, WellQ. Interested in info related to checking, lending products.


Description:
Results of SEG Survey. Updated staffing from 11 to 60. Half of their staff is back in the office with 70% back by the end of the year. Email is the best way to send information and then communicate it to employees. Monthly correspondence is best and they will post it on their bulletin board. They are open to us being involved in onboarding and open enrollment. Interested in information on AIG, Business Services.


Description:
Spoke with Susan again.  No needs at the moment.  This is a slower time for them.  Offered to assist with Open Enrollment again despite ABS not being the broker for health insurance.  We agreed for me to call end of August/beginnng of September to check again.


Description:
Results of SEG Survey. Updated employees from 516 to 425. Staff all works in the field and 95% will be back in the office/field by end of 2021. Email is the best way to distribute information to them, which will then be emailed ot their staff. Quarterly information is best and they will share it on their bulletin board. Open to us being at open enrollment and would find wellness, financial ed, planning helpful for their employees. Interested in WellQ, lending, mortgages products.


Description:
SEG Survey Results. Updated employees from 80 to 75. Employees work on the sales/production floor. Staff is back in the office. Emails are best way of getting them info and then distributing it to employees. Quarterly timing is the best and they'd be up to put things on their bulletin board. Would be good with us being at open enrollment and planning info would be helpful for them. Wants info on checking, lendiing, and mortgages.


Description:
Stephanie & her son picked up her basket for the random drawing for the SEG survey prize.  Karen Jarvis took pictures for Facebook/Linkedin.


Description:
Company is a 3 person group run out of Ron's basement in Yadkinville.  Still trying to obtain address;


Description:
Russ & I visited the gate which is as far as you can go without more knowledge/appointment.  Confrimed Joy Rittenhour left 3 years ago.  Security guard gave us a name of Rachel.  We are in the process of researching.  Left VM at the old phone number.


Description:
Stopped by after visiting Tri Seal across the street.  Tom was at the front desk.  Confrimed emplyoee count.  All is well and he is enjoying the North Patterson branch for his Small Business account since his move away from Stafford Village site.  The body shop piece of the business is running well.  He was able to do numerous renovations that he paid cash for instead of financing them.  He has refrained from getting into the car sales piece he was contemplating.  Left $5 cards for the team.  Tom to call for a beer soon.


Description:
Was brought in at the last moment to help deliver packages/gifts to the HR department a they finished a system conversion.  We were able to help Joe meet a few of the team and thank them ofr being partners.


Description:
Melanie requested an additional 250 $5 cards so that they can give to all current staff via interoffice mail and use in new hire orientations.


Description:
Lunch with Garrison and KSS from WellQ.  Also had an onsite with 5 new members & Health Savings Accounts.


Description:
Results of SEG Survey. Updated employee count from 400 to 480. Run all three shifts and work in the field. Almost everyone back in the field by end of 2021. Email is the best way for them to receive the information and they communicate to staff by text. Quarterly communication is fine. Would be open to us being at open enrollment and have interest in financial education and planning. Would be interested in hearing about ABS, WellQ, and team member incentives


Description:
Spoke with Shanda on the phone and she has interest in ABS and doing just dental and vision. Will facilitate an intro with ABS. They also may have interest in Financial Education and Investments but would do that later; don't want to add too much at once, especially since employees often don't take advantage of benefits. Follow up in that regard the first of the year.


Description:
Sent Debt Freedom Challenge Campaign email


Description:
Spoke with Karen Morgan who handles Private Banking for Reynolds Execs.  She has set up a group meeting with Anna Kolgikh (VP of HR) and John Thorne (VP Employee Rewards) on July 21.


Description:
Shonna replied to the survery on behalf of her business, Lifestyle Renovations. Results of SEG Survey. Everyone works in the field, all back to work. Email or phone is the best means of communicating information, which will be shared to staff via email. Monthly is best timing of communication. Open to us participating in open enrollment and being in their handbook. Would have interest in wellness, financial education, planning. Interested in benefits and WellQ, as well as lending products, mortgages, and business services


Description:
HR rep, Beena Korde, called the contact center looking to become a SEG.  Received email form Reginald Hux.  Called her this afternoon and reviewed the process and answered her questions.  Sent SEG docs and she is to review with Scott McBride and I will follow up in 2 weeks.


Description:
Phoned ansd spoke w/Beena to check on her converstion.  She has been unable to speak with him.  Set appointment for 2 weeks again.


Description:
Called to follow up with Beena.  She was out due to a death in the family.  Put on my calendar to follow up in a month.


Description:
Called to follow up with Beena.  She has left the company and has been replaced by Ronda Bellamy.  Spoke with Ronda briefly to advise her off where I was in the process with Beena & Scott.  She asked me to give her 2 weeks to get her feet on the ground.  She is a loyal AFCU member.


Description:
Spoke with Ronda again and sent her the SEG docs.  She asked me to give her a month to catch up with Scott and review all.


Description:
Called to folloow up with Ronda on the docs for affiliation.  Renee, the recptionist, advised me that Ronda was no longer with the company and that they haven't replaced her.  Will give another month and follow up.


Description:
Karen Morgan, Private Banking, emailed that she had run into Diana on the golf course the day before.  She ggot her updated contact information as she had left another company not wanting to affiliate with us.  We reviewed the timing & process as our Return to Work from Covid is in beginning stages.  Karen then reached out and set a lunch apppointment for 6/24 for the three of us and Diana's HR partner.


Description:
WE had lunch at Childress Vinryards off of Highweay 52.  The two from Egger were to review with their management.  SEG docs and intro email to Lori Timm, financial educatino manager were sent to Diana.  Waiting to see how she handles the Education piece as that was/is a big thing for them.


Description:
Called Diana after confirming still no response to email.  She had someone with her but took my phone call.  She advised I could call her between 1-3 this afternoon.  Will call afte my lunch appointment with WellQ prospect.  Karen Morgan was told they only wanted the Education piece and didn't want to affiliate and sign SEG docs.  This was what happened at Diana's last employer.  Will see what happens after lunch.


Description:
Lunch@West End Café' with KSS from WellQ.  Krisin is to tour the clininc with KSS in the near future.  Has family/professional interest in WellQ.


Description:
Spoke with KSS at lunch today.  Nothing new from the group and her.  Reached out to Bailey via email to try & set a time to talk.


Description:
Spoke with Wanda as a follow up.  Their drivers are on Medicare/Medicaid or a spouses insurance so the interest they thought they might have for  WellQ has subsided for the moment.


Description:
Scheduled 3PM call via email as Diana's VM isn't working.  Made her aware of that when we spoke.  We are to catch up on 8/4 to review the questions upper management has after their visit next week.


Description:
Stopped by the office and met Michelle, the recptionist.  She shared that she & the HR rep(Katie) both came on board last July.  She took a couple of my cards & a handful of $5 cards to share with Katie.  Found that the entrance is off of 8th street at the back of the building you see from Nrothwest Blvd.


Description:
Bailey called in response to my email.  She is going to speak with Sharron and reach out to me for a meeting.  Advised KSS of the update.


Description:
Spoke with Joanne and confirmed the 22nd of August for an on-site at their Trade Center location.  Updated address as part of confriming location.  Confimed 25 people, Jimmy John's, drinks, & chips.


Description:
Updated local employees from 1725 to 1800 per Business Journal


Description:
Left message with Brenda to discuss SEG piece


Description:
Stopped by and introduced myself to Beth at the front desk.  She does payroll for the teeam of 24.  She confirmed the research I did in Covid-19 lockdown.  Company has been sold to the President/VP listed now in Contacts.  Updated SEG rep as Angela has been gone for 2+years.  Al was out of the office.  President I coming to town next week.  Beth to share the conversation with him.  Left $5 cards and the BD21 code(online)for the team.  Owner is in Cartersville, GA and owns/runs another company down there too, Brentech.


Description:
Stopped in on way back from fact finding mission at North American Attachements.  Amber was out of the office on vacation.  Left a half dozen $5 cards at the sales counter.  It was news to them that we are affiliated.  Will stop by again soon.


Description:
Rebecca/KSS/me have been emailing this week.  Nailed down a date and she's sending the Zoom invite for a meeting with the team on 7/27.  KSS is unable to join.


Description:
Emailed Al to follow up on the conversation I had with Beth on Friday & try to get a chance to speak.


Description:
Bailey responded to my email and introduced me to the HR rep, Sherry Dishmonds.  I up dated profile page and additional contacts page.  Will email Monday.


Description:
Eamiled bailey thanking her for the introduction and copied Sherry Dishmonds too.  Asked for a time to speak, reached out via Linkedin too.


Description:
Set up 7.22.2021 meeting with Allegacy Benefit Solutions to discuss dental/vision


Description:
Good conversation with Myra, they are still in the hiring process for a new HR director but hope to be done in the next couple of weeks. Sent somet information related to shared branching her way.


Description:
Stopped by to thank Denise for filling out the survey.  Brought a dozen donughts from InTown Donughts.  Brought her updated $5 cards too.  Hers were expired.  She was most appreciative.  They have the factory that is in the old Stroh's plant.  HQ is where we have listed correctly.


Description:
Reached out to Samantha via Linkedin.  She was at a company in the poast that Tori Baker had called on.  They had a relationship with Members.  Mentioned that we have that kind of relationship with her new compnay in the invite.


Description:
Emailed to see if we could connect Friday for that coffee


Description:
Marked in-active as we couldn't help with financing as they desired it to be & asked to be left alone.


Description:
Ice Cream Social Invite


 


Sent despite Petra no longer ebing there hoping replacement would respond.  Still working on getting new contact.


Description:
Called to check up on & obtain new contact info in preparation for Ice Cream Social invite going ou to the Peace haven branch.  Phone hangs up on you when you go to the operator.  Prior rep has been gone since 2014.  Searched website & they appear to be housed in GSO.  Obtained name from website.  Reviewed with Russ who is making a call list for the next week and we will visit there to try & introduce ourselves.  Updated SEG rep to his name/email.  Will update the rest after visit/contact.


Description:
Ice Cream Social Invite sent to Angel Lane


Description:
Ice Cream Social Invite sent to old contact email in hopes it will get forwarded to te new person who has yet to reach out after our pop in.


Description:
Used their website contact us form to try & speak with rep.  Marked in-active until we regain contact.


Description:
Stopped in with a dozen $5 cards.  Felecia doesn't work out of the office.  Met her right hand peeps, Brianna & Trip.  Trip is a locl director if I heard correctly.  Set calendar reminder to email Felicia tomorrow morning.


Description:
Phone meeting with John Thorne, Anna Dolgikh, and Karen Morgan.  John is the point person for employee rewards and should be our main contact at RAI.  Gave an overview of what we can offer employees:  financial education workshops and resources, one-on-one coaching, social events, lunch n learns, etc.  John asked for a follow up email summarizing our call.  He will be on vacation next week and then would like to consider what their needs are before letting us know how to proceed.  He said they currently offer their employees a lot of resources, "maybe too many" and they need to determine what is best.  He will follow up with me the week of August 9


Description:
Met with Jane Doub to introduce Ryan Blackburn and KSS.  She is very interested in WellQ and Benefit Solutions.  She was pleased to learn that both full time and part time employees can be members of WellQ.  Ryan is going to follow up with her regarding what part time employees are eligible for.  It may only be the supplemental insurance.  She is going to meet with the Finance Committee to see if adding benefits this year is an option to help with employee retention.  After making this decision, she will let us know about an onsite.  Larry left $5 cards.


Description:
Sherry responded & Accepted my Linkedin request.  They are using a compnay called One Digital for benefits+other items.  Thanked Sherry for the response and tried to get a coffee or lunch meeting to learn more about how they are using this and offfer more loclaized service from us.


Description:
VM for Lisa as she hadn't reached back out to me per our last conversation.


Description:
Stopped by to speak with Candace.  She wasn't in at the time.  Left her business cards/$5 cards at the front desk & followed up with an email upon returnt to Westbrook.


Description:
Lisa emailed back & apologized for not reaching out to me.  She's on her way out of twon for a vacation.  Emaile dher the SEG benefit video and requested a time to meet after her vacation.


Description:
Lisa emailed back.  She is on way out of town.  Sent her SEG video for now and requested to catch up after her vacation.


Description:
Russ/me stopped by their office.  John wasn't in.  Was given the name of Wendy Ruth as the site director.  Russ is to follow up and we will go from there with further updates.


Description:
Researched company online and updated profile.  Put on Outlook calendar to visit after Geocentric meeting and try to get updated contact information.  Spoke with Jeff Jones after lunch as the building didn't have the company name on it.  Google has their old address too.  When we spoke they have a completely new address.  Booked a coffee appointment for 8/10/21 at Starbucks@10AM.  Benefit never rolled out by Jennifer from prior team in 2013.


Description:
VM at 2PM for Brenda to try & reschedule our coffee meeting.


Description:
Researched online an dupdated the rep as email bounced back.  Reached out to KSS from WellQ to get moreinsight ebfoer visiting and/or reaching out to Terri.


Description:
Scheduled WebEx meeting with Lori to discuss financial education with Lora. They would want some of the programs to be in Spanish. Prepare 25 new hire packets and drop off.


Description:
Set meeting with Karen on 7/28.  Larry and I plan to take a welcome gift.  Learned that they were a ABS client until 2019 and open enrollment is in October


Description:
Spoke with Trip as a follow up to my walkin last week at the WSNC office.  He is the director of both offices.  HE will be in Elkin next week so we set a date of 8/17/21 for a cup of coffee at Starbucks to review both groups and how we can help/work with them.


Description:
Spoke with Trip as a follow up.  He is director of both Elkin & WSNC branches.  Set appointment for 8/17/21 as he is in Elkins/busy next couple of weeks.


Description:
VM@2PM for Terry Renegar to follow up on Trustee questions he had rom survey and to make a warm introduction to Karen Morgane & Tamkia Thompson for clients/small biz.


Description:
Spoke with Ryan Blackburn about JG Coram to check the status of the SEG paperwork.  He is meeting with the company next week and will take the paperwork to see if there is interest in becoming a SEG.


Description:
Rob Thomas visited and spoke with people on-site.  He shared contact information and they said they'd have Kevin call back.


Description:
Virtual on-site w/Rebecca/me/14 additional employees.  They recorded for future use.  Will follow up with email and share the SEG video too.


Description:
After not getting MariJo on the phone, I sent her an email to try and schedule Webex meeting if she is uneasy about meeeting person still.  Her husband has serious health issues.


Description:
Attended Biz After Hours at their site.  They are trying to epand to 500 employees per presentation of Plant Manager.  Just opened up 2nd shift last Monday as they had told us at the onsite 3 weeks earlier.


Description:
Ryan from ABS & I held a Zoom meeting with MariJo, executive director of the league.  She started by asking us for the name/emails of those joining AFCU via the legue.  Sherri Scott is working on this.  She asked about the $2500-$4500 scholarship we used to donate towards.  Have time set with Debbie to discuss.  They have a 403b plan for their employees with First Horizon.  They match up to 2% of the emp;oyee contribution.  She asked if we have bilingual advisors which I am researching with AIG.  They have 3 employees & 300 members now; updated profile page.  Ryan was able to review insurance options.  The league contributes $5200/year as a stipend to their employees for health insurance.  WellQ would be $1200/year.  KSS/me have appoinment Monday upon her return.  She mentioned Entrpreneur program; working on small biz rep to help.  MAriJo also asked about help with Marketing Committee; Karen Jarvis/Shan Folk to work on next week.  Set follow up calendar event in 2 weeks to review all!!!


Description:
Eamiled Victoria s follow up to Grub & Grow meeting with Lort Timm/Sarah Lorenz.  Shared the online infor and codes and asked for her feedback along with offering to visit when they are comfortable with us visiting.


Description:
Called to follow up with Rebecca.  She is on a four day weekend.  Emailed her the Online link/code to share with the team in addtition to SEG membership video for her to review and possibly use in place our our 30 minute recording of the visit.


Description:
I established a policy with Accounting beginning w Q4 2020 to have a a list of new members sent with the quarterly membership dues check.  Apparently Mari Jo didn't receive the envelope from last quarter because the check hasn't been cashed.  Sent her an email to connect on this.


Description:
Samantha acceped my Linkedin request without responding to the message.


Description:
Chad Huff from ABS emailed me looking for my help to book a meeting.  We spoke to get a set of dates that worked for us.  I called and spoke with Valerie.  We nailed down 8/24/21.  Sent invite to all parties.  Chad has accepted as of 12:30PM


Description:
Ice cream social invite bounced back.  Basket is ready for Nicole so we will deliver that and try to determine what's up.


Description:
Ice cream invite bounced back.  Resent using Janie's email.


Description:
Email to secondary rep bounced back. Need to try & revisit compnay in person to obtain information.


Description:
Alison replied to ice cream invite stating Chris has retired and to email her in the future.  Updated profile and replied for her to reach out so we can connect & set up visit.


Description:
Called on Smitty Williams following conversation with Cindy Foster. She provided his number.


Description:
Larry spoke with Tanner and Chloe at Mt Airy Job Fair. They said we need to speak with Roy about coming onboard as a SEG


Description:
Information of collaboration between Long Leaf and Triad Tech Services in Longleaf Network prompted reaching out to Tom Peters to Andy Zimmerman to determine interest. Andy introduced Trey Miller who took SEG info to CFO. They bring on new benefits in June for introduction in August, so possible we missed the opportunity this year but revisit next year. Interest in financial education


Description:
Sent John Thorne follow up email from phone meeting with an overview of how we are partnering with other SEGs and what we can offer.  He told me he likely won't be able to follow up until week of August 9.


Description:
Larry and I met with Karen to complete Needs Assessment and determine next steps.  Their current benefits provider is The Bar Association, but they don't offer any other resources or collaboration.  BB&T/Truist is their business banker and they provide financial education.  She had previously spoken with KSS about WellQ and told her it was not an expense they could take on right now.  We talked about the option of paying quarterly and the cost savings with insurance and she seemed more interested.  She is going to take a WellQ tour with KSS.  She is also interested in the AllHealth Wellness savings account because several employees, including herself, are members of the YMCA.  She is willing to post information on their Intranet about Allegacy if we can provide her with some brief info with a link to our website to follow up.  She knows we would like to have an onsite with their employees and will consider the best time to do that.  Sent follow up email with recap of info, membership video and Promo Code.


Description:
Results of SEG survey. Updated employees. They work three shifts and most staff are back in the office. Email is the best means of communication and they'll use it to communicate to their staff. Want to communicate to staff annually and would post on a bulletin board. Open to us being in their handbook and would find info on financial education helpful.


Description:
Sent SEG videos and followed up on Financial Education


Description:
Last week held a meeting with Lori to discuss financial education. Lori sent follow up email with Everfi tools, webinars and ability to meet one on one. Dropped new hire packets off on Friday 7.30.21


Description:
Lynne Fazenbaker made introduction via email to Heather Bowen


Description:
Reached out to Beth via VM to confirm message from Friday and see if we are in  touch and up to date on all fronts.  Updated contact information with Alison + 2 HR reps.


Description:
Rebecca returned from 4 day weekend and replied to Ice Cream Social invite.  She thought she would be to late.  Emailed her back and asked her to look att he calendarr and share dates/times.  She is running this by management above her and will get back with me.


Description:
Stopped by with Tina Sartin and Carol Lee is no longer there. Contact is Lynn Levy and they now have 14 employees. Left $5 cards with Renee


Description:
Meeting with Brian Stith and Larry Cozza to discuss implementing HSAs. They would be an additional option, not sole insurance option. Open enrollment is November 1, so he will discuss with his team and let us know how we can help. Send him HSA digital brochure. Updated staff to 75. They use ProBenefits for their benefits and have an FSA. Discontinued Wake Health nurse benefit due to COVID


Description:
Stopped by Battleground location with Tina Sartin. Spoke with Chastity (appeared to be manager on duty) and all things would go through Georgia corporate office. Left her some $5 cards


Description:
Stopped by with Tina Sartin. On-site in August is possible, send follow up to Dena. Karen Brady would make the call on it. Send SEG intro document and verify phone numbers


Description:
Dropped by with Tina Sartin for introduction. Holly Finley unavailable but left $5 cards with Cassandra at the front desk


Description:
Spoke with Renee, receptionist, no HR hire as of yet.  Added her name to the profile.  Agreed to call after Labor Day holiday.


Description:
Results of SEG Survey. Have 425 local employees. Run three shifts and most folks are back in the office. Visitors back in 2022. Email is the best means of contacting them and they will email info to their staff. Quarterly communication is best. Todd said financial planning and education would be helpful for their team. Would like info on checking/savings accounts. Followed up on July 2 with inquiry to Todd.


Description:
Stopped by with Tina Sartin to introduce her to David Lee. Left $5 cards with him


Description:
Left message with operator for Wendy Ruth, following up on Larry and mine's call


Description:
Left message to follow up with January on survey results


Description:
Results of SEG Survey. Updated employees from 30  to 17. They operate three shifts, in the field and email is the best way to reach them. They share with their staff via email. Quarterly is best for them. Financial education and planning would be helpful for them and they would like more info on AIG, checking/lending, digital, and business services.


Description:
Left message with Lynn Levy as a follow up


Description:
Tried to call Heather and she is working from home and they don't have the number. Updated email address and they said to try her there.


Description:
Left follow up voicemail for Emily Fulp re: introduction


Description:
Stopped by the office as we had wrong phone number & no email.  Office was being renovated and new furniture being brought in.  Upon my return to the office, I called and caught Jenny on the phone.  They are moving.  Updated their new address. Updated website. Obtained email address and added to profile too.  She is getting the quarterly newsletter and forwarding to the team.  Notified Russ of the name change too for NDA/SEG MGR/Biz Part Directory.


Description:
Stopped by on way back to Westbrook today.  Door was locked.  Called and left VM upon return.


Description:
Stopped by their office.  Both doors were locked.  Pulled up the contact/employees page.  Called the HR rep to try & set a time to talk.  VM left at 3PM.  Updeated profile page based ont ehemployee count on the webpage.  Added HR rep as primary contact for now.


Description:
Unable to get to the office due to construction in front.  Reached out via Linkedin upon return to the office.


Description:
Called LaShun on his cell# after seeing him on the road earlier today.


Description:
Texted Karen to confirm date to follow up on Survey.  Meeting 8/4 with KSS, Merrill, and Lori at Sammy Gs.


Description:
SEG Survey Results - Karen prefers to receive info by email and in person.  She is interested in monthly eblasts and will allow us to participate in open enrollment and new hire onboarding/employee handbook.  She wants to learn more about financial education workshops (Lori + AIG) and is interested in WellQ.  Will work on setting up a joint meeting.


Description:
Left VM at 8:45AM per our last conversation.  Land line still not working there; left on cell#.


Description:
Stopped by to introduce myself at the end of the day but Gina had left already.  Left about 20 $5 cards and a few of my cards with the receptionist.  To email in the am too.


Description:
Emailed Gina as follow up to my visit yesterday afternoon.  Sent the Auto Loan Special flyer that runs out the end of Augsut and offered my assistance with anything Allegacy.


Description:
Victoria replied to email advising they would rol out nxt steps after she/Sarah spoke.


Description:
Replied to Victoria's email that I would reach out after Grub & Grow if I hadn't heard abck from them.


Description:
Results of SEG Survey. Updated employee numbers from 14 to 17. Majority of the employees work in the field, communication is best by email and sent to teammates by email. Monthly email preferredand info on Financial Planning would be helpful. Digital and mobile services interest


Description:
Had a call with Melissa Lewis following up the SEG survey. She wants a one stop shop for how folks can reach out with questions about investing. Working with Merrill to produce a flyer with Hall Roberts and Carla Hooker's contact info that can direct them to whom they need to speak to.


Description:
Merrill Shaw forwarded a draft from marketing related to one-sheet piece with Hall and Carla's contact info.


Description:
Caught Diana at 3PM.  She says that Friday afternoon is a better time to speak as most of the distractions have left the building.  Her recruiter, Donna, who came to lunch on the initial visit, has gone to work at Truliant.  She wants us to visit on a financial wellness fair they are having in September.  Reviewed the neeed for the SEG docs for AFCU & NCUA.  Sent them to her again.  We agreed for me to call in two weeks on a Friday afternoon.  Set appointment with Sherri Scott to see if the notes entered into SEG MGR were helo by the system as some people can see them and some people cannot see them.  System is lovely.  Keep laughin'!!!!


Description:
Sent email to Scott Crowell, HR rep for Volvo Financial Services.  He is a referral from Tim Moore's contact, Scott Adams.


Description:
Still no response from Scott Crowell.  Met with a former Volvo employee last night whose husband currently works there.  The workforce is still mostly remote and have plans to phase back in September.  Gave overview of Allegacy as a reminder as they are currently banking with First Citizens and are considering moving.  Also recently financed a vehicle and aren't happy with rate.  Sent auto loan refi to Rebecca at Palladium.


Description:
Hall & I were invited to visit the CEO/company.  HR rep hd just closed a ME loan with Hall and his wife is SEG rep fopr Haycon Construction.  HE wanted to be able to offer to the team there too.  They couldn't believe a first that the SEG relationship was free.  We addressed their quesstions, left them the SEG trifold, and reeturned home offoces.  Theyh submitted the form via th online registartion.  The website was sending to Joe Clark's email address which was shut down last August.  Sherri retrieved with It's help the factors to consider.  They are mailing the letter to us at our PO Box.  I have called on them in the grand opening call blitz in 2018, a payroll blitz for Wendy later that year too.  Met the Controller and turned over to Greg Keoleian in Commercial.  Will advise him once approved.


Description:
Jenny emailed over the weekend to confirm new email and thanked me for stopping by/reaching out. No needs, will advise if/when they do.


Description:
Ryan Blackburn sent Emily an email with a warm handoff for us.  She said she was going on vacation next week and would be available to speak the week after and asked for availability.  I sent her an email with options in effort to set up onsite visit.


Description:
Followed up on previous email sent and let Emily know we are hosting the Yadkin Co. Chamber Business After Hours event tomorrow.


Description:
Eamiled Rebecca for an update on her findings on the ice cream social and her team.


Description:
Left follow up message with Smitty Williams


Description:
Met Bryan Macy at Kernersville Healthy Living Expo. Discussed doing an on-site once they were ready to do so.


Description:
Met Akeico and Ennocense Stanley at the Kernersville Healthy Living Expo. Still a while until they would host an on-site but reached out in follow up to set a meeting to discuss resources, next steps.


Description:
Have targete them through 2020-2021 as a possible SEG. Had conversations with Stephanie McDuffie about becoming a SEG which were initially good but have cooled as activity has picked up. Attended June networking event through Mt Airy Chamber at their location and met Anthony Essex, an accountant, who had interest in setting up a check drop box with Hall. Referral made.


Description:
Met with COO Jeff Jones at Starbucks fo ra cup of coffee.  Able to tell him the history of Jennifer signing up the company and leaving before it could be rolled out correctly.  Shard my cards along with 20 of the $5 cards.  Explained the online code and SEG video that I would hare with him  in the follow up email this afternoon.  They are opening up in Savannah GA this fall if approved by the GA government.  Already had to get ta building and staff prior to approval.  They are contemplating offering benefits this fall.  He is to let me know if/when he wants a quote.


Description:
Follow up email to Joe: sent intro PDF/SEG video/online code & link to join.  Offered/asked for intro to HR rep totake off his plate if he desired.  Reminded him to reach out to me for Benefits introduction as they are planning to offer benefots soon.


Description:
Left Michael follow up message to the email sent in June


Description:
Terri returned my call after a 4 day weeeknd.  She confirmed her role as internal HR and working with HR for the schools and a few other groups within the area.  She agreed that she was the person to be our SEG rep.  We concluded by reviewing the benefot and that I would email the SEG code/video/intro PDF in the AM as follow up.


Description:
Sent follow up email per yesterday's discusion.


Description:
Conversation with KSS about WellQ relationship.  Started in 2018.  Didn't use WellQ due to having to go online and sign up. Some transportation, technology and language barriers.They were going to doing screenings and then COVID hit.  Offered to Jill to do virtual wellness training.  This didn't work for the population.  All of this corresponded with the sale of the company.  KSS personally signed up about 80 employees, but they didn't utilize it.  Offered a second year for free.  They re-signed in year 3 (2020).  KSS signed up employees again.  They said they'd pay up front but they didn't pay on time. Wanted a discount on rate. Last contact with them in May.


Description:
Used email format for Elizabeth Hood and emailed Jill Lackey to try & have a conversation about a pizza party or some other form of interaction with the team.  Didn't bounce back in the first 45 minutes.


Description:
Russ/Sheri completed the online/NCUA enrollment board submission process.  Sent to the parties that need it for Board Meeting.  We have invited the CEO, Will Sheppard, to play in the 2nd Mt. Airy golf tournament.  Laid the ground work yesterday during my travels for an onsite after the Labor Day holiday, pandemic permitting


Description:
Bi weekly email to Keenis so she doesn't forget/exclude me from open enrollment again.


Description:
Stopped by on way  back from ice cream socail at Apple Rock.  Shared leftovers withsakes team and body shop.  Found out due to a case of Covd, the admisistrative office(HR)is on lock down again.


Description:
Called/email Mari Jo to follow up on check email from Sherri.  She returned my call and let me know that the building is under construction and they haven't been able to check the mail in a moment.  She is sending a temamte to chek on it and call my cell# with her findings.


Description:
Spoke with Emily as follow up to SEG Survey.  Went through Needs Assessment since we haven't been able to do typical onboarding.  They work a 4 day week, Tues - Fri 7:00-5:30.  They pay 90% of their employees health benefits.  ABS client and very happy.  Wants to get info out to employees about the benefits of Allegacy.  Interested in WellQ, financial ed and AIG.  We will set up a Zoom meeting with Lori, Karen and AIG this month.  Sent her email as follow up and included Russ's membership video.  Will take her $5 cards.  **Additional info - her husband is part owner of Omega Construction (also a SEG) and her oldest daughter just went to work at Inmar on Fin Tech sales team.


Description:
Russ and I dropped off a Yeti and $5 cards for Emily.  She had stepped out but she emailed a thank you later and said she will check her calendar in order to set up the Zoom meeting.


Description:
Ice cream social invite not sent due to lack of email


Description:
Out of Office reply to Ice Cream Social Invite


Description:
Stopped by during Battleground call blitz with Tina Sartin to try to speak with Missi about a meeting for Business Services. She was unable to see us but left our card


Description:
Stopped by during Spartan Village call blitz with Suzanne Lovings. Elizabeth Goad was out of the office but we dropped off some $5 cards.


Description:
Stopped by during Spartan Village call blitz with Suzanne Lovings. Nancy Carey was out of the office on vacation, but left some $5 cards with Jenn


Description:
Stopped by with Suzanne Lovings on Spartan Village call blitz. Gatekeeper wasn't letting us anywhere near there, said Corlis only takes appointments, no pop-ins. Left some $5 cards


Description:
Stopped by with Suzanne Lovings during Spartan Village call blitz. Spoke with Ellen and she said she'd give info to William (Harold's son) and Chris. Was very on-edge seemingly re: COVID. Office was very dark and seemed like no one was there.


Description:
Stopped by with Suzanne Lovings during Spartan Village call blitz. Bill Norman was out on vacation, left $5 cards.


Description:
Stopped by with Suzanne Lovings during Spartan Village call blitz. Left $5 cards with Tracy Scoggins, offered an on-site to them


Description:
Stopped by with Suzanne Lovings during Spartan Village call blitz and appears they are either working entirely remotely or closed the office. Call for a follow up.


Description:
Stopped by during Spartan Village call blitz with Suzanne Lovings and left card, $5 cards for Christine; she was out of the office at the time.


Description:
Delivered the $5 cards to Grace who we met at the front desk Firday.  Charles walked in as we were speaking.  Got to get an update on their challenges.  Trouble hiring, people leaving due to the overtime required to keep up with their clients.  Ontained name & email for HR rep.  Will email and follow up on our conversation when time allows.


Description:
Ice cream socaio not sent as rep has left the company.  Owner is not returning phone calls.  Working on a new contact from an internal source.


Description:
Returne email from Ice Cream Social Invite, updated to the generic email on their website from the personal one that used to work.


Description:
Ice cream social invite not sent.  Will have to speak with Debbie when we get to the Biotech branch invite to gaather more information as our internet at AFCU will not allow us to access their website.


Description:
Working on Ice Cream Social for Second Harvest Food Bank, their parent company.  Will hopefully get both groups together at the one event.


Description:
Hall & I are scheduled for a visit to meet the new HR director on the 27th.


Description:
Sherry Vernon from ABS email Dr. Shoaf  to intoduce me and team BD.  I helped Kelvis bring this group in back in 2015.  We did initial on-site at the end of my role as the Biotech FCM.  Was reminded that Open Enrollment from my lead to ABS as a benefits client back then is 12/1.  Alan, the office manager/husband has been unresponsive to email and voicemails since filling out the survey.  Dr. Shoaf hasn't reached out either.  I have Alan on my calendar for this Friay, Again.


Description:
Emailed intro PDF and asked for a time to address any questions she amy still have on accounts/mortgages.  Updated Survey Final spreadsheet too.


Description:
Survey response: information to share with team, checking account, mortgage, AIG information requested


Description:
Confirmed w/KSS that Krisitin was to have toured and joined herself but neither has happened as of yet.


Description:
Caught Nakayla as she was starting a meeting.  Set time to call her tomorrow at 2PM as I finish with the Salvation Army.  Updated SEG Survey sheet too.


Description:
Thanked me for the PDF and will advise if any other needs/desires from AFCU.


Description:
Responded to smoothie invite and Larry and I attended on-site. Brought out smoothies for approximately 20 staff members. Many of their staff have continued to work remotely.


Description:
Lawrence has said consistently that an in-person rollout doesn’t make sense for them because of their employees being between CA and NC or on the road. He also would prefer not to set up a virtual meeting for just the one topic. To help, we have shared the online code and the SEG videos for them to distribute.


Description:
Valerie accepted the meeting invite on her outlook calendar.


Description:
Address bounced back; researching if our contact left.


Description:
Undeliverable message.  Used her Williams last name she uses on Linkedin with the same result.  More research needed!!


Description:
Emailed bounced back with her last name she  uses on Linkedin.  More research is needed!!


Description:
Emailed bouinced back; researching now!!


Description:
Sent Jennifer an email to schedule a meeting to catch up.  Chad has not been able to connect with her or Trent


Description:
Jennifer responded that they are having open enrollment over the next two weeks and asked for me to follow up next month.


Description:
Held onsite with 15 of the 25 employees at HQ today.  Jimmy Johns lunch n learn.  Lots of interest.  Their education person is to reach out to me for an introduction to Lori Timm.  She had mortgage questions too.  She is to cosider a ME loan.  Will follow up via email with Joanne.


Description:
Emailed Jill Lackey using email format for prior rep offering a pizza lunch or something of their choice.


Description:
Jill emailed back asking to speak about the offer.


Description:
Called Jill on her cell# & reviewed some of the numbers for their shifts/locations.  She asked me to email her some dates.  She is to introduce me to the rep for the ice cream sales at Thruway location so we can use them for ice cream socials.


Description:
Emailed HR rep & copied Charles to try & get a chance to speak with her. Included SEG intro PDF along with video and code.  Charles replied"Thank you"imeediately.  Will give it a week to reach back out.


Description:
Trinika emailed backl to advise she is an assitant and included the HR MGR.  I email all and thanked them and asked to get an appointment with Monica.  Received her out of office reply.


Description:
Emailed John Heath to confirm open enrollment dates and try to join.


Description:
Emailed Jill about dates for visits and getting the contact information for their ice cream venfor who can provide/work events.  Also invited her to the ABS event with Leslie Speas from The Resource.


Description:
Sent email afternot reaching via the phone to coordinate ice cream social.


Description:
Reply to email received.  Seemed hesitany as she was asking wuestions.  Answeredf questions, offered phone conversation.  Nothing yet.


Description:
Emailed WellQ B2B flyer per survey interest as Debbie has been unresponsive via phone/email requests to discuss.


Description:
Left VM again.  Note appears to have stuck this time too.  Emailed AIG brochure from the rack.  Haven't discussed WellQ as this is an ABS client.


Description:
Emailed Judy an AIG brochure from the rack & sent her an eamil thanking her for filling out the survey and requesting she reach ot to me for anything Allegacy.  Didn't discuss WellQ as it is 4 hours away and ABS client.


Description:
Deb replied she is so busy right now that she is answering th phones in addition to everything else.  She's hoping to speak in a month or so.


Description:
Updated with SEG ID and changed to Active from Pending.  Emailed Adam ourt SEG rep to advise and try to roll out to the team ASAP.  Shared invite again to golf tournament for William.


Description:
Joint sales meeting w/Chad from ABS.  Employee count now up to 50 as of today.  Learned renewal date and noted.  Will be able to offer Payroll quote too.  Confirmed Ice Cream Social.


Description:
Emailed two flyers for the two Ice Cream Socials; University Pkwy & Burnt Poplar Rd


Description:
Russ/me met with Trip at the Starbucks to review SEG benefits fo r the group.  Interest in Financial Education, getting his employees of of PAYCARDS if possible.  He was on his way to a branch managers meeting and was to discuss opening Salisbury market too.  Set calendar to follow up one week later.


Description:
Emailed Trip to follow up on the conversation from last week.


Description:
Left VM to try & schedule basket delivery/follow up on WellQ.


Description:
Emailed Ryan regarding SEG paperwork.  He has submitted it to them and anticipates getting it soon.


Description:
VM to try & confirm ice cream social at 2:15PM


Description:
Laura returned phone call to suggest we meet after 9/15 when their office remodel is scheduled to be done.


Description:
Invited Mark & Kristina to the ABS luncheon w/Leslie Speas.


Description:
Spoke with Sally at the HR/Pklant managers luncheon hosted by the Davie County Chamber of whichh we were one of the two sponsors.  She had left HR to work directly with COO.  She still has interest in the SEG benefit.  Sent calendat invite to Russ to follow up with eher ina few weeks so as to not be too pushy.


Description:
Met Regina at the HR/plant managers luncheon hosted by the Davie County Chamber.  Shared my business card along with some of the history of bringing them on as a SEG.  She has interest in bringing us on-site soon if things don't blow up with the DELTA varian of Covid 19 for anyone reading this in the future.  Be afraid of the Soylent Green too.


Description:
Dropped off a dozen donuts from Intown Donuts along with business cards & $5 cards.  They once again shared the standard office cards which doesn't give email.  Ghosting is in the forecast but will continue to try.


Description:
Met with Karen to introduce Merrill, KSS, and Lori.  Each gave her a summary of what they can offer employees and will follow up with her afterwards to see if we can schedule workshops in the near future.


Description:
Merrill and I attended a High Point event and spoke with Karen and Sydney Harris.  We proposed offering a series of 3 workshops to be offered in Oct. by KSS, Lori and AIG.  Working to set up dates.


Description:
Sent Emily an email to see if she is ready to schedule a virtual meeting to meet Lori, KSS and Merrill.


Description:
Hall & I met fo r 90 minutes with the two HR reps, Bill & Alexis.  Much need fo rhelp with financial education and getting the team off of paycards.  Direct deposit is a requirement of employment.  Discussed payroll/benefits but no  interest at the moment.  Too much change at the moment.  To follow up with an email including the two Word docs needt o become a SEG and the introductory flyer for them to share with those above to have all on the same page.  Sent upon return.


Description:
Sherri/me dropped off the gift basket with Veda for her & Carri Bynum.  Carri was home under the weather.  She is stil commuting from GSO as she has been unable to find a home to relocate.


Description:
E-intro from KSS to Ashley via joint email.


Description:
Emailed to thank KSS and introduce myself to Ashley.  Included intro PDF and requested a coffee or lunch invite with phone/Zoom as backup.


Description:
Emailed Sally as a follow up to our conversation at luncheon Thursday of last week.  Copied Russ as it is his market.


Description:
Caught up with Kellie & schedule the ice cream social for 9/21/21 with Dewey's.  Sent her the invite along with Russ and Connie.


Description:
Reached to a contact new to the company from Ashley furniture via Linkedin.


Description:
Sherri missed the note on the ice social invite and wanted to know why I hadn't gotten in front of the group.  Confirmed with Greg that they were more open to a vist than they were during our last conversation end of April/beginning of May.  They didn't respond to the invite on 7/21/21.  Advised Greg I would revisit a lunch invite for the group Labor Day week.


Description:
Delivered basket to Nicole.  She was in a meeting.  Left with the receptionist.


Description:
Emailed Nicole thanking her for the partnership with Allegacy and making sure she enjoyed the gift basket we delivered.


Description:
Emailed Jim & Bobby to offer a lunch or breakfasat fo r the team.  Offered to catch up individually if not with the team.


Description:
Emailed Krisitin to get her thoughts on the visit to WellQ & see how she is doing.


Description:
Nicole emailed back thankiog us for the basket. Responded to her wishing her well.


Description:
Confirmed ice cream event for Tuesday; booked with Moranda from Dewey's.  Invoice recevied and paid.  Carolyn breese called to say she would call Tuesday am to confirm parking/setup for truck.


Description:
Called Carolyn as she hadn't called by end of lunch.  VM left.


Description:
Spoke with Julie today at 1:15PM. She stated they're very busy.  She let me know they had been boiughtby Brian Johnson of G


Johnson Granite.  Let her know we were aware and worked with him in Mt. Airy.  She requested we send information over for an ice cream social or lunch fo rBrian to review.  Will be working on this with the team.


Description:
Added to payroll call blitz w/Wendy Staz for 9/14/21.


Description:
Added to payroll call blitz with Wendy Staz for 9/14/21.


Description:
Added to payroll call blitz with Wendy Staz on 9/14/21


Description:
Visited the location of their new site which is scheduled to be complete next June.  Shared ice cream with the team as the ended their tour of the new building.  Lorris Sploric, Lori Timm, RP, SS, me were there.


Description:
Emailed Rebecca & Carolyn thanking them for the chance to visit.


Description:
Received email from Sarah sharing 2 screen shots with conflicting information on our car loan special.  Turns out they posted it as part of their newsletter and were concerned due to one shot showing the car loan special of 1.99% had expiored.  Confirmed that it hadn't with AVP of Retail Lending.  Reached out to marketing.  They are researching a possible landing page and will advise. Replied to Sarah to confirm all is a go and see how they got to the screen shot.


Description:
Spoke with Rob Welborn after email introduction from Keenia.  They currently have 76 employees and have 4 open positions.  They currently work with Local Gov't. Federal CU and many of their employees are members.  Rob has built a robust wellness program that includes:  Cigna as their healthcare provider (thru ABS) that has provided them with a dedicated wellness coordinator and annual wellness awards, multiple virtual seminars last year, speakers on heart disease, cancer, mindfulness, step challenge and flu shot drive.  They also partner with Randolph County Health Dept. to offer additional resources such as a diabetes prevention webinar.  They have recently signed up for the Dave Ramsey Smart Dollar Program, a self guided online program with a points system.  His wellness team is also teaching 4 seminars as part of this program:  Budgeting, Debt management, Financial Wellness and Retirement Planning.  They typically have a Health Fair in November that is open to outside vendors.  We talked about what differentiates Allegacy, including the options to customize a financial wellness workshop beyond the standard list and one-on-one coaching, onsite visits including ice cream/treat socials, business services, ITMs and shared branching.  He is interested in sharing the option of Allegacy membership with new employees during Orientation.  We will deliver handouts.  He also requested an email with a bullet list of differentiators.  Will take a look at LGFCU website and send follow up email.


Description:
Visited the office today.  Spoke with gate keeper, receptionist, Rohonda. When she reached out to Latrine, she got an out of office until Tuesday after Labor day.  I will be out of the offce that week for a staycation. Put a calendar invite to follow up on the following Tuesday after Labor Day week.


Description:
Visited the office today.  Left cards at the counter sales along with Amber's side of the building.


Description:
Stopped by the office today & spoke with Heather, the HR assistant to Pam.  Pam is out of the office today.  Offered to help with their open enrollment next month.  They stated they don't need help as they work with Dep Ops directly.  Left my card in case along with about 10 $5 cards.  Invited Pam to connect via Linkedin.


Description:
Visited their office today.  They have shut down operations in Winston Salem in the 525@Vine building.  Their website has this location as being shut down for Mullen Lowe.  It may still be a Media Hub(subsidary of Mullen)location with people being housed elsewhere.  Emailed Joy and reached out via Linkedin too.  Put a new number in KEY INFO on profile to try after vacation.


Description:
Stopped by their office today.  They have it lock to outside visitors.  Upon returning to the office I researched via Linkedin.  The CEO I tracked down in 2015 to bring them on as a SEG has left & formed his own company.  Reached out to him via Linkedin.  Set appointment to email Kathryn upon my return form vaction in the 14th.


Description:
Visited their newest location in the Peters Creek Parkway.  Left a handful of $5 cards along with my cards as I have't been able to reach LaShun via cell or email.  He has HR reps on the website.  Set appointment to reach out on 9/14 after my return from vacation.


Description:
Had turned this over to Keoeian and Jamison in Commercial/Treasury 2 years ago prior to the pandemic.  After speaking with Greg last week, I stopped by for a visit and spoke with Tara.  Bill, the owner for the past 70 years paased away in June.  They're going thru the estate & transition process.  Left her my cards after we spoke about how the business has/is doing.  Staffing & supply issues like all companies are dealing with at the moment.  Followed up with Greg to confirm my beliefs that thisn't the time to approach them about changin banks due toe process already being painful enough.  Put on my calendar to follow up with Tare in November and proceed from there.


Description:
Ran into Daniel as he was pulling into his new locations which shares a building with Southside United Healthcare in Marketplace Mall. We spoke outside his new offic as he and his team were setting up the place.  We came to the conclusion for us to connect in two weeks after I return from vacation and they are moved in and comfortable.  Set appointment on my calendar to reach out to him the latter part of that week.


Description:
Left VM in the am and called back after lunch to explain further. They are all good and sharing with the team.


Description:
Emailed Victoria at 3:30PM to see if she wanted any of the Dash tickets Donna asked us to get used.


Description:
Emailed Jill to get the dates/times for the production teams.  Recevied out of office email advising she won't be back until we are scheduled to do the events.  Will collaborate with team lead here and her people to reach out to  tomorrow at midday.


Description:
VM for Kellie Blizard as she was out of the office.  Trying to get a headcount for next Tuesday.


Description:
Invited to their health fair next Wednesday.  Invited Beth Starling from ABS, RP from BD along with Misty Goins, Yadkinville FCM.


Description:
Payroll call blitz w/Wendy Staz.  Obtained the reduced number of employees.  Thye are having hiring issues and supply/pricing issues.  No needs at thte moment.  They are not a payroll client for us as their system is tied into Purchase Orders/inventory and isn't compantable with what we offer and their needs.  Left  coffee mug and will check back soon.


Description:
Visited the office today.  Spoke breifly with Paula & introduced her to Wendy Staz.  Wendy left a coffee cup and card.  She will follow up as they are a benefits client with staggered renewals for Health/Dental/life insurances.  Left my last 3 $5 cards awith Paula and thanked her and the team for their time/being apartner group.


Description:
Stopped by on way out to & in from call blitz.  Their elevator is shut down.  Called to speak with Sheila but she was unavailale.  I will be sending an introductory email to her/Wendy.  Wendy will then follow up as they are one block away from each other.


Description:
Follow up email to introduce Wendy & try to get a meeting sent at 2PM.


Description:
Chamber article confrimed sale & movement of company to Mocksville.  Will visit soon after speaking with Russ as it is in his territory.  Updated number of employees and address in the interim.  Names of new onwers in the article.


Description:
Emailed HR reps to try & get a coffee meeting to discuss SEG relationship/benefits.


Description:
Emailed Kathryn for a possible ice cream social or other type of onsite.


Description:
Ice cream social hekd & attended by me/Wendy Staz.  The owner and his family attended too.  Much appreciative.


Description:
Jeff replied UNSUBSCRIBE!!  Marked in-active so as to remove from email distribution list.


Description:
Icce cream social held at their University Pkwy center.  10 people in attendance. Met the offie/site manager. Brittany who had issue opening Begiiners Best kids account.  She is to email me tonight after her work so we can connect on the issue.


Description:
Emailed Latrina as follow up to my visit before vacation.  Tried to get an appointment at Medical Grounds(Starbuck on campus.  Included the QR code ina PDF format for her to share with the team.


Description:
Emailed Jane to let her know Ryan will reach out to her directly on the Kemper/Hoi products.  Offered to help with the WellQ tour in preparation for her board meeting.  Sent the QR code flyer too.


Description:
Attended an in-person workshop facilitated by The Resource and sponsored by ABS.  Cyndia Matthews, Helen Nifong and Laverne Hibbett from Cook Medical attended virtually.   Talked to Chad abou this group as they are a prospect for both of us.  He plans to follow up with these ladies to see if there's interest in Allegacy.


Description:
Stopped by the office on way into Westbrook today.  Called the prior reps phone extension and got the name of the new HR rep.  Verfied via Linkedin.  Sent an introductory email to Jody using the format I had for Petra.  Asked for a coffee/lunch meeting and attached the QR voucher.


Description:
Interim Finance Director replies to email and asked me to update contact info and send future correspondenc eto her.  Confrimed via email reply back to her.


Description:
Spoke with Renee.  They have hired Abby Gordon 3 weeks ago.  Renee transferred me to her voiccemail as she was on lunch.  Left her a vociemail advising her of the prior conversations with prior reps/owner.


Description:
Hall propsed 1st or 22nd of October.  RP/me booked the 1st so we planned for the 22nd.  Invite sent.  Hall to nail down the menu & head count.


Description:
Replie received accepting Ice Cream social.  Emailed back to set time to talk as she has been so busy in the hiring process.  She propesed date of DW golf tournament along with 2 other days of which one was filled.  Reviewed in team meetingand will propose counter offer tomorrow.


Description:
Received email acepting ice cream social.  Speaking with Sherri in team meeting in a couple of hours to get a time with her too.


Description:
Reached out to Lara Ashley from ABS to try and join the open enrollment.


Description:
Attended health fiar with Beth from ABS.  Russ worked the 2nd half as Beth had another meeting.  Much interest in the YMCA AllHealth Savings account.  More than a few should be opened in the next weeks.  Connected with Scott from the Yadkinville YMCA.  He took our marketin material on the account and will use it at his location.  He is to reach out to me for a tea in their tournament along with more chacnes to market the account/YMCA.  Spoke with Jan O'Neal a the emd an got confirmation to make her the SEG rep and share the emails with her to forward to the team.


Description:
Sent email to Jan as follow up and introduction to Russ as my teammate.


Description:
Traded emails with Karen to nail down date/time/count along with smoothies as preference.  Emailed flyer, sent calendar invote to Karen and Sherri to share with teams.


Description:
Emailed Sharmin with other dates week after and a day before the golf tournament.  Was on Linkedin also at the time and she has today as her birthday so no answer is expected.  Will follow up upon my return Monday the 27th.


Description:
Called to try & speak with Bart.  Was told he wasn't there.  Asked if I wanted to sleave a message.  Tolf receptionist I would email so he could get message at his leisure.  Emailed the QR code and tried to get an appoinment after my trip this week.


Description:
Called to check on Open Enrollment/Health Savings accts with Susan & the team.  She is out of town until Monday.  Informed receptionist I was too and would call then.


Description:
Emailed Sherry Vernon from ABS to offer help with Open Emrollment.


Description:
Received dates from Sharmin that worked the last week of the month.  Booked and am working on a vendor as Dewey's is booked.


Description:
Emailed Lisa to try & set alunch meeting with the team.


Description:
Called & spoke with Susan.  They have finished Open Enrollment.  No needs/desires at the moment.  She thanked us for offering to help with the enrollment.


Description:
Smoothies for the production team at Kimwell from 5:30-6:30PM.  Lori Timm/Russ attended.  Almost 100% hispanic team.


Description:
Chik-Fil-A b'fast for the the corporate office from 9-10AM.  Donna Hennessey atttended.  Jill Lackey & Tanya Lumley are both in HR there, ex AFCU employees.


Description:
Ice cream social with the team; Connie Shoaf/Russ Parmele attended. Dewey's ice cream was the vendor.


Description:
Emailed after unable to leave a message with Debbie.  Apparantly still short staffed.  Will try again next week.


Description:
Smoothie social at the Commercial Plaza facilty from 5:30-6:30PM with Sherri Scott in attendance too.


Description:
Found the email for Karin Hogberg, VP of HR reporting directly to the President.  Tim sent another email to Scott Adams asking for an introduction.


Description:
Called Tommy to check on him as there is a company called Twin City Euro opening across from Westbrook.  Asked if he was branching out and/or changing names/moving.  He informed me it is one of his ex technicians who is trying to compete with him.


Description:
Left VM for Diana to check on hiring progress and SEG docs.


Description:
Spoke to Mari Jo regarding outstanding checks we've sent them for membership fees.  Apparently they were going to the old address and the Arts Council is there.  She thought they would let her know if mail came for the HL, but apparently not.  We will stop payment on the checks and reissue to Marshall St. address.


Description:
Smoothie social at Thruway retail location; Dan Bernabe from AIG and Linda Mitchell from ABS in attendance.


Description:
Smoothie social at the Kimwell plant with BD teammate Russ Parmele/Celeste Trevino from Westbrook in attendance.


Description:
Smoothis social with Russ Parmele in attendance.  Team there not happy due to no bilingual rep with us again.  Will reach out to Jill next week after hopefully locating a bilingual rep.


Description:
Received a mortgage lead I was asked to assist with at 10AM from a web requested appointment.  It turned out to be from their grants administrator.  As we ran numbers for the refinance of the home/car, she shared the new contact information for the HR manager.  Got the lead turned over to the Westbrook location for a HELOC/auto refi.  Put on calendar to reach out to new rep and updates SEG mGR for tomorrow.


Description:
Emailed Tonia to try to get an appointment and updated her as the new contact in SEG MGR


Description:
Spoke with Abby this morning.  She has interest in the CU benefit.  They have people in need of accounts for Direct Deposit.  They have many who are using Venmo/Cash App and other apps they don't care for and that are charging fees to the team.  Sent the two forms over for her consideration along with the Intro PDF.  She stated she hoped to fill out & return by weeks end.


Description:
Invited Charles to the DW golf tournament via text.  He didn't recognize the number/replied end of day.  Reminded him who it was and am awaiting his decision.


Description:
Caught Sharmin as she was driving down the road from one site to another.  Confirmed that the dro shipment of the Dewey's freezer worked for the Biulder Road location.  Will bill/order with Dewey's and send her flyers by first of the week.


Description:
Sent Ashley email (per her suggestion previously) to get an update as to how things are going for their workforce and how we can collaborate.


Description:
Got new Office Manager name from friend who joined the team.  Set an appointmenton my calendar to pop in & meet her.


Description:
Invited Jeff to be our fourth at the Greater WS golf tournament on 11/1/21.  Jeff replied he doesn't play.  Will catch up soon per emails.


Description:
Stopped by this am.  Met Dawn and reviewed the history and relationship with the company along with cards, $5 cards.  She was hesitant, didn't offer her card.  I asked to email me if she would like to talk further.


Description:
Brought a box and more of Intown Donutz to the office team along with Trip.  He was on the phone and didn't offer to speak.  Set a calendar reminder to reach out to him after out DW golf tournament on Thursday.


Description:
Larry and I attended onsite smoothie social.  Shared QR code and some $5 cards.  Sent referral to Merrill for AIG.  Talked with Steve Poe (managing partner) about a car loan and Michelle Redding about moving all accounts from BB&T.  Confirmed with Karen that Lori Timm will offer financial ed on 11/2 and 12/2 in person and virtually.


Description:
Merrill facilitated in person workshop for the FS women's leadership group (about 25 women).  Karen sent follow up email with good feedback.  One participant is interested in joining and setting up a secured Visa.


Description:
KSS let me know that Joy will not be able to facilitate the workshop on Lifestyle Medicine planned for 10/19 due to WellQ closing.  Offered to let ABS present, but Karen Fishel decided to cancel instead due to concerns about WellQ.  We will move forward with the one planned on 10/27 to be facilitated by Lori Timm.


Description:
Michele, Garrett, Kevin accepted my offer to play in the DW tomorrow with me.


Description:
Traded emails with Sharmin to pin down dates/times of all 3 visits.  Sent over all 3 flyers for her revied that were approved.  Icce cream drop freezer for big event was billed also today.  Researched Cold stone for the  2 smaller events and will book them next week towards the end.


Description:
Caught Abby before her 4 day weekend.  She has the 2 forms for the board and NCUA.  She plans tosend them over the first of the week after her travels.  Found out she is part of HRMAG group that meetins in WSNC.  They are about to consolidate that with the parent group in GSO at first of the year.  Put on clanedar to follow up at end of week if not having received the docs.


Description:
Mailed out a gift and a letter to Mac that lays out how he and his employees can communicate with Allegacy


Description:
Mailed out a gift and a letter to David to clearly lay out how he and his employees can communicate with Allegacy moving forward


Description:
David reached out to Sabrina Allen about whether employees are still eligible to join the credit union. We responded that they are and we shared a blurb for their HR team, SEG videos, QR code, and intro PDF. Asked if he received gift earlier this year.


Description:
As of this posting, no response to my follow up note to David


Description:
Mailed a gift and letter to Joe to discuss Allegacy opportunities with them moving forward after the branch has closed


Description:
Virtual Benefits Fair dates are November 3 and 8. Attending with Larry Cozza


Description:
Stopped by the new facility.  Met Jim who was working on a shutter at the moment.  I explained the reason for the visit, relationship with Allegacy and the company.  He accepted the $5 cards, my cards, and Michael Williams from Mocksville.  He is to share with John, whose card he gave to me.  Updated SEG MGR and set an appt on my calendar for next week to reach out to John.


Description:
Mailed a letter and a gift to Andrew discussing how the SEG relationship would be moving forward with the closing of the East Hanover branch


Description:
Virutal meeting with Emily, Lori and Merrill.  Learned that they actually have 59 employees (only 48 using Benefits Plan/enrolled in insurance).  Lori and Merrill described what they do.  Emily asked Lori to go ahead and set up financial education classes.  I asked about onsite visit for employee social.  Planning breakfast on 10/29.


Description:
Emailed Trip at 3:45PM to try & get an appointment tp follow up on our last meeting.


Description:
Met with Mari Jo to learn more about her, Hispanic League members, and their plans going forward.  They are still working remotely and planning events for 2022.  Their marketing team is putting together membership packets and asked for a summary of Allegacy member benefits, including the Kemper product, as she has met with Ryan Blackburn.  I told her I would follow up with ABS to get that info.  We discussed the importance of financial education and I reminded her that Lori is bilingual.  She is interested in speaking with Lori.  Will connect them for a follow up conversation.


Description:
Talked with Debbie about connecting with the YMCA to get an update.  She emailed Adam McIver and introduced me.  I followed up with a request for a phone call to find out current needs and future plans.


Description:
Updated the address as they have finished the move and posted on their website.


Description:
Ownership team played in DW golf tournament with me.  I left it that we would copntact them to write the benefits proposal as Ryan Blackburn who was working with them has resigned.  Advised Chad and set an appointment with hinm to discuss when he returned from out of town Monday.


Description:
Working with Chad/Keenia/Ryan to see if we can write a proposal based on the ABS staffing shortage.


Description:
Stopped by to deliver gift baskets with Sherri Scott to Holly Finley and Joanna Stone. Very well received. They want to drop in information to their new hires for their handbook They would be open to have an on-site approaching open enrollment in February. They have 150 local employees with typically 60 in the buildling at any given time. Their employee base is in VA, SC, GA and now with a tech in FL. They use McGriff for their benefits


Description:
Emailed John to try & get a meeting.  Explained the SEG benefit briefly to him too.


Description:
Stopped by the site today.  It is now gated with a code.  Didn't ring.  Sent an email upon return to the office that included the QR code.


Description:
Called and spoke with Laura.  Booked a time to bring the basket by Thursday the 21st before 9AM.  Set calendar appt/invited Sherri.


Description:
Spoke to Daniela at HL today.   She is the community service coordinator and handles marketing duties.  We discussed what marketing materials she needs, including our membership video that Mari Jo said they can add to their website for members.  Sent her follow up email with link to video, HL application and Allegacy application in Spanish, link to Instant Open and Allegacy Healthlink flyer for their membership packet.


Description:
Traded emails with Ashley regarding onsites or opportunities to do Financial Education.  They are not offering onsite events for new hires.  They receive financial wellbeing services from Fidelity, who is their retirement account provider.  I sent her the list of workshops Lori offers in case they are different from the planning and retirement options offered through Fidelity.  Also mentioned one-on-one financial coaching and the option to provide a treat at breakfast or ice cream/smoothies.


Description:
In advance of call blitz, left message for Paul Kramer, who is the new contact replacing Tom Wilber


Description:
Updated contact info with email addresses and website from Carolina Rapid to Charlotte Independence in advance of call blitz


Description:
Spoke with Kim Corns, Fraud Investigator, to introduce myself and learn more about what she does.  She's been with Allegacy 28 years and still has an office at Westbrook.  She didn't know AFS is a SEG and referred me to Matt Bartell, who is the Allegacy account manager.


Description:
Sent email to Matt Bartell to see if he would like to attend a team meeting to share info about AFS


Description:
In preparation for Davidson call blitz, called Sandy Godfrey (agent in charge) at Mooresville branch. Directed to Shantae Brown (General Manager) at Denver branch. Spoke about Allegacy and she requested I send her some info. Sent some to her. Retained Sherri as Office Manager at Cornelius but not sure if she is still there.


Description:
Called in preparation for Davidson call blitz. Charlie Furr now rings to Barb Flanders. Left message and updated contact info.


Description:
Finally got a Bi-lingual rep to be able and help teeam at Dewey's.  Lia Hoyos from Peace Haven Branch is who retial leadership has asked us to refer members/prospective members too.  Left Jill a vociemail to review, says thanks, and catch up at 11:30AM.


Description:
Dropped off the basket prepared by Debbie McCliment for Laura Spain.  Spoke for aboput 30 minutes in the lobby.  She was appreciateive.  Got the numbers for WS/CLT/RDU location and updated.  Will work with Sherri Scott on how to handle SEG MGR/3 locations/listings.  They are still at 25% allowed back in the building with most of those approved not using the option.  Usally 10% in the building on any given day with no idea beforehand who will be there.  They have open enrollment meetings in 2-3 weeks.  Offered up the availability of myself/team to assist with Health Savings accts as they use a HDHP.  They currently use Optum for those accounts.  She is to introduce me to a more day to day rep for HR as she is the non attorney recruiter.  Jeanette has been out of the ofice for 2 months on a project.   Offered to deed the team and she is to consoder it too.


Description:
Spoke with Renee for a moment.  Abby is back but unavailable.  Lefta voicemail to make sure all is well and see if anything else was need before she sent us the SEG docs.  VM@3:10PM


Description:
Left VM@3:30PM for Maru to see how things are going.


Description:
Spoke with Chris Rudisill about their process with Health Savings Accounts. As of May 1, they are using Scott Benefit Services out of Greensboro. Previously, ABS was opening up the accounts but since then, Chris was just sending to the generic Allegacy address. Discovered this when an account was flagged by Deposit Ops. Contacted Chris and let him know he can send them directly to me to be opened. Angie Cagle or Lisa Bryant are still the people to discuss on-sites with


Description:
Emailed Dr. Collins to offer an ice cream social or breakfast/lunch meeting.


Description:
Left message with January following up Return to Work survey


Description:
Received an Health Savings Account application from January for Sergio Cruz. Opened via Palladium and shared with January Flynt. Shared new form with January.


Description:
Held call with January to discuss survey results. She wants to set up a meeting with AIG and Financial Education


Description:
Sent follow up email to Andrea and Rojetta re: financial education, including Larry


Description:
Larry Cozza and I met to discuss financial education opportunity with them. They have employees who have gone from $7.5 to $14/hour in short order and want to make sure they are making smart decisions. A lot of new hires using Chime. Want some sessions on basic budgeting, investing. Do four 30-minute lunch shifts with a second shift lunch at 10pm (would need to be when shift starts @ 4:30. Open enrollment renewal period 11.1-11.15 for a 1.1 renewal. Met Chelsea Favre, new HR rep


Description:
Brian reached out to Larry and I to confirm that they are doing an HDHP this year (along with offering a CoPay plan). 11.1 open enrollment, want us out on 10.1 when they do the benefits presentation.


Description:
Met with the team as they did their open enrollment presentation and discussed HSAs. They are self-insured. They are not doing a match but will substanially knock down premiums to those who use the HDHP.


Description:
Brian says they have about a half dozen that are doing the HDHP and need HSAs. Working on a time to get out there next week to pick up forms.


Description:
Dropped off wine basket with Kippi and introduced myself. She didn't realize they had the credit union benefit and is really excited. They are trying to hire and retain staff; sitting at 127 at the moment but need 15 more. She has herself and one other HR person onboarding folks every two weeks. Some staff still do paper checks. Sent over intro flyer and financial education info


Description:
Followed up with Kippi on her request for a lunch and learn in September.


Description:
Followed up with David via email on September note


Description:
Initial on-site held at their breakroom from 12-3.  Two applications received and takend back to the branch by Hall Roberts.  Pissa lunch from Papa John's.  Used the Chik-Fil-A $10 gift cards per request of team lead.


Description:
Working in cooperation with Sherri Scott, Ryan Blackburn obtained SEG paperwork. Being prepared for October board meeting


Description:
Underwent needs assessment with Diane Harrison over the phone. Discussed Allegacy SEG benefit, how we can work together, and the nature of their workforce. Best way to proceed is to email content to them to share with their staff and also work with Ryan Blackburn on open enrollment. She also asked that we include Jane Marie Schultz on all communication.


Description:
Activated in SEG Manager, DNA, Instant Open


Description:
Prepared board paperwork, still awaiting NCUA approval. Updated SEG profile and switched to 'Prospect' from 'Lost'


Description:
Approved for health fair on October 22 via IAB


Description:
Attended annual benefits fair. They are at 137 employees and growing with offices in Charlotte and Garner. All employees are direct deposit and recently changed their payroll provider. May have interest in an on-site for those interested in changing accounts due to new payroll. Left brochures and $5 cards.


Description:
Have tried many times to get a plan to roll out the benefit but difficult due to CA employees. Settled on sharing with him the SEG videos, online code, and information related to shared branching. Sent over via email


Description:
Updated contact info with Spencer Squire


Description:
Left message following up on return to work survey for Anne


Description:
Updated name in SEG Manager, DNA, Instant Open from Caldwell Hospice to Amorem


Description:
Laura replied to ice cream email saying they'd be interested in us coming out. Held on-site for about 50 people on 8.12.


Description:
Results from SEG Survey. Updated staff from 7 to 4. All staff back in the office and best way to communicate is to send emails to them which are relayed in-person to staff. Quarterly distributions are good. No other requests on their end.


Description:
Reached out to Colleen re: Return to Work and an on-site


Description:
Colleen reached out and said they have a Nov 1 return to work that will hopefully stick but that it obviously could change and to reach out in the new year


Description:
Updated contact info with new email address for Thomas Finlay and Ellen Fiori


Description:
Dropped off coffee basket with Larry Cozza for Jeremy. He was in the other building but we caught up with Dan Wood, the new owner. He is completing the buyout of his partner, finishing a big project at HPU, and wrapping up a few things. He asked that we reach out in October to discuss a business equity line. Referred to Greg Keoleian.


Description:
Dropped off new hire packets and an umbrella to Rob with Sherri Scott. They have interest in some on-sites and financial education next year. Need to reach out in January 2022 to discuss.


Description:
Updated name in SEG Manager, DNA, and Instant Open from Comerford & Britt, LLP to Comerford, Chilson & Moser, LLP


Description:
Results of a SEG Survey. Updated staff from 22 to 23. Most staff work in the field and are back in the office. Email is best way to send info and it goes to staff via direct mail. Would post on a bulletin board. Would be open to us being in open enrollment and handbook. Financial planning would be helpful for them.


Description:
Spoke with Ryan about open enrollment and we can join them when ready; looking at late October, early November


Description:
Results of SEG Survey. Updated local employees from 20 to 18. Staff will return to work largely by the end of the year. Email is the best way to communicate to them both in sending and sharing info. Can communicated monthly to them and would be open to including in handbook. Financial Education and Planning would be helpful for them.


Description:
Anne Cashion replied with interest in doing ice cream. Held social on August 18. Produced one new account to open.


Description:
Results of SEG Survey. Updated employees from 40 to 48. Run two shifts and all staff are back at the grocery. Email is the best way to receive info and is sent to employees in-person. They don't often read our emails (Nicole said she is too busy). Would be open to us helping with onboarding, open enrollment, and handbook. Wellness, Financial Education, and Planning would be helpful to their team. Would be interested in hearing about WellQ


Description:
Updated name in SEG Manager, DNA, Instant Open from Daystar Church to Definition Church


Description:
Results of SEG survey. Most of staff work on the floor and most will return to work by the end of the year. Email is the best means of communication information to them and sharing with staff. Quarterly communication is best. Open to us in onboarding, open enrollment, and the handbook. Financial education would be helpful for them. Checking, lending, digital/mobile services, and business services would all be of interest to them.


Description:
Caught GeeGee with follow up and we will look at a virtual presentation either the week of Sept 6 or 13


Description:
Results of SEG Survey. Work in the field and email is the best means to send info and share it with staff. Monthly communication is the best. Open to us being in their onboarding, open enrollment, and handbook. Wellness and financial planning would be helpful for them. Interested in digital/mobile services.


Description:
Updated contact info to include Vickie Atkins


Description:
Stephanie replied with a request for a meeting on August 19 as well as to field out sponsorship opportunities for Alamance SHRM. I replied that the 19th wasn't good, could we reschedule, and could she send over info


Description:
Followed up with a reschedule request since no word on previous request


Description:
Left follow up message re: emails earlier this month


Description:
Results of SEG Survey. Works primarily in the field and folks are back to work. Email is the best way to communicate information and then share it with staff. Monthly communication is best and will post on the bulletin board. Would be open to wellness and financial education info, would be open to WellQ info.


Description:
Dropped off a summer beach basket to Regina with Larry Cozza. She was out of the office but left it with front desk person, along with some $5 cards.


Description:
Reached out to Keenia Guessford re: participating in open enrollment with them in October


Description:
Keenia said she executed open enrollment at the end of August. Will reach out to Hall re: on-sites.


Description:
Hall Roberts to check in with Jeff Eidson (owner) at the Surry EDP in middle of October to discuss on-sites


Description:
Had excellent virtual meeting with Leah to discuss Allegacy SEG benefit; she wants to focus on financial wellness for her team. Looking at having Lori record something for them to post in September for an October release. Serve areas as far aways as Columbia, Raleigh. Becuase of their no cap commission structure, many of their employees go quickly from $10-$12/hr to $50-$60K/year. Will send what we already have and then make an intro for Lori.


Description:
Held virtual meeting with Lori Timm to discuss recordings. Lori followed up with her schedule and some information for them to use. Recording targeted for mid- to late-September.


Description:
Attended recording of Q&A with Lori Timm with their in-house production company. Dropped off $5 cards, information, and sent over QR code for their team


Description:
Reached out to Norm to invite to a Dash game


Description:
Reached out to Melissa with final copy of marketing material to set up a meeting. She doesn't want to do a meeting because of timing. Will keep pushing.


Description:
Good telephone conversation with Julie Williamson. She has been with them for almost three months and loves it. Mocksville site is progressing well for October, they are at about 1,000 locally in employees (including Clemmons & Mocksville). Still limited in doing things on-site but asked to send info for them to review and share. Will send PDF, videos, online code


Description:
Richard replied that he was interested in having an ice cream party. Reached out for details but no word back yet.


Description:
Followed up with Rick re: ice cream response; she didn't respond to my initial questions about scheduling.


Description:
Results of SEG Survey. Adjusted employees from 69 to 50. Running two shifts, staff on the the production floor. Email is the best way to share information and they share it in-person with staff. Quarterly messaging is best. Financial planning would be useful for them.


Description:
Interested in an ice cream party but hasn't responded when I followed up


Description:
Followed up with Rhonda re: ice cream response; she didn't respond to my initial questions about scheduling.


Description:
Rhonda responded to inquiry to say they needed to postpone visit due to a spike in COVID cases; said they hope to revisit in the spring


Description:
Ronda Hiatt replied that they couldn't have us out for an ice cream on-site due a COVID spike but asked that I check in with Kathy Lackey re: material distributions.


Description:
Kathy Lackey reached out and asked that we consolidate communication through her; updated this account and Insteel Wire Products


Description:
Results of SEG Survey. Adjusted employees from 25 to 30. Most of their employees will work remotely through the end of the year. Email is the best way to communicate to them and to share with their staff. Most communicate via Slack.  Open to us helping with open enrollment. Expressed interest in Business Services but upon follow up, didn't know why she offered that.


Description:
Spoke on the phone prior to delivering coffee basket with Larry Cozza. She said they are still largely remote in the front office and don't have a return date. Orders have picked back up for schools but studios have remained slow. Let her know we'd drop the basket off with the staff. Dropped off basket with warehouse staff


Description:
Kimberly followed up via email thanking us for the coffee basket. They handed out of the $5 cards. I also shared with her the online code.


Description:
Left Julie a message re: doing an on-site to promote special checking account offer


Description:
Updated contact info with new email address for Elizabeth with LBMC


Description:
Left message for Michael Killen to revisit SEG piece


Description:
Lu Ann responded with interest in a smoothie on-site. When we tried to nail down a date, she got turned down from her Head of School. Too many vendor requests and need to put a hold on all of them


Description:
Results of SEG Survey. Updated employee count from 54 to 48. Run two shifts, email is the best means of communication to them and its goes to employees that way. Wellness, Financial Education, and planning would all be helpful to them. Would be interested in WellQ info.


Description:
Delivered a wine basket with Larry to Sandy. She was going to do a drawing for the staff; want us out there once it is safe to do so.


Description:
Sandy responded to ice cream social invite and said they'd be interested but still cannot have vendors on-site; responded with videos for staff


Description:
Results of SEG Survey.  Updated from 45 to 104 employees. Run two shifts in the field with everyone returning to work by end of 2021. Email is the best way to send information and then communicate it to employees. Monthly correspondence best. Open to having us on their onboarding, open enrollment, and handbook. Interested in planning, checking/savings info.


Description:
Referred new member to Tamika Thompson at Biotech


Description:
Dropped off lounge basket with front reception for Leigh Grimes. Reception said we would need an appointment to see her. Left some $5 cards and business cards


Description:
Attempted multiple times to make contact following SEG survey but have not been able to connect


Description:
Left message with Felica re: return to work survey


Description:
Lindsay replied to ice cream email that they'd be interested in us coming out. Brought out smoothies to staff on August 11. Brought back one new member app and followed up on a cross division referral for Private Banking/AIG.


Description:
Updated name from Vestal Buick GMC --> Parks Buick GMC Kernersville in SEG Manager, DNA, Instant Open


Description:
Followed up with Myra and Ramanda Medlin is now the Director of HR and Compliance. They would like us to participate in their open enrollment at the end of Oct/beginning of Nov. Set meeting with Sherri Scott to discuss for September 8. Updated contact info to include Ramanda's info.


Description:
Held virtual meetin with Myra and Ramanda, along with Sherri Scott. Discussed attending an open enrollment event with their vendors the last week of October/first week of November. Will follow up with SEG PDF, videos, nearest shared branches, digital/mobile services info. The only other financial institution they may have is First Bank. Updated employee count from 300 to 240


Description:
Sent follow up email to Myra and Ramanda asking for on-site date


Description:
Myra reached out to confirm open enrollment event October 28 2pm-5pm


Description:
Spoke w/Keoleian ther Commercial rep to try & coordinate a meeting with owners.  He is to follow up in november and advise.


Description:
Followed up with Hall on if he was able to catch up with Jeff Eidson re: an on-site


Description:
Spoke w/Michelle on her cell as she/Garrett were on their way to a wedding inWilmington.  Let her know Chad was acalling about the benefits proposal and would try her again on Tuesday.


Description:
Picked up 10 health savings account memberships from Spevco for their Open Enrollment. They are seven current members and three new members. Working with Suzanne Lovings at Spartan Village.


Description:
Stopped in with Sherri Scott and Stephen Bowman and visitied with Molli Smith. They have 100 employees between the Infiniti and Hyundai dealerships. She said they are not currently able to do an on-site but would like to revisit at the first of the year. Provided her with a packet, including the QR code and $5 cards.


Description:
Sent call blitz follow up to Molli Smith with QR code and video


Description:
Email from Dan Bernabe, Merrill Shaw, Karen Morgan, and Donna Hennessey aasking Karen to speak with me about consolidating efforts.


Description:
Managed to catch up with Felicia Grogan with Stephen Bowman and Sherri Scott during Davidson call blitz. She said she oversees 8 locations, including Asheville, Raleigh, and Eden. They have 150 total employees with 75 in Huntersville. Currently going through open enrollment and will remind employees about Allegacy membership. Gave her a packet, including a QR code and $5 cards. Follow up in January


Description:
Followed up with Felicia Grogan after Davidson call blitz. Check in in January.


Description:
Stopped by with Sherri Scott and Stephen Bowman during Davidson call blitz. Caught Kelly Porter initially and then spoke with Kim Brewer. They have open enrollment starting November 1. Currently have 60 employees, most working remotely. Bringing back employees in January and would love to do an on-site. She remember the last visit from Russ and was complimentary. She has been offering various wellness workshops to employees and would like to look into financial education next year. Follow up in January.


Description:
Spoke with Karen Morgan.  Greg/Laurie had helped them with the account 3+ years ago.  Rate shopping again.  Karen will call after a little more research.


Description:
Followed up with Kim via email on Davidson call blitz


Description:
Stopped by with Sherri Scott and Stephen Bowman during Davidson call blitz. Met with Tamera and updated contact info, as she is the executive assistant to Paul Kramer. Left a packet, QR code flyer, and $5 cards.


Description:
Stopped by during Davidson call blitz with Stephen Bowman and Sherri Scott but no one was at the front desk. Left packet on display in front of front desk area.


Description:
Followed up with Louise re: their packet


Description:
Tried Jill on her cell & left a VM there regarding the Bi-lingual rep.


Description:
Emailed  Jill and advised her of the bi-lingual rep & asked her to follow up with me.


Description:
Jill replied thanking and offering to do again.


Description:
Called the number listed on this account to let them know we received a return check for membership dues.  The association/coffeehouse closed several years ago and there is no activity with this group.  We will mark the record accordingly.


Description:
Dr. Collins emailed me thank us fo r the offer for a meeting buit declining.  He will reach out if things change.  Staff working remotely mostly.


Description:
Bill returned my calls as we had played phone tag for a few days.  Pinned down 11/16/21 as the initial on-site with a piza party from 12-12:30PM.  140 expected in attendance.  Sent invite to Hall(who was on a conference call with us), Russ.  Have on calendar to rpepare flyer and email for Bill to share with the team.


Description:
1st of 3 ice cream socials at the new facility we tried to quote a commercial loan for but didn't gett the chance.  5 member app bought back.  Used the $10 Chik-Fil-A gift cards along with the $5 member incentive.


Description:
Quarterly newsletter bounced back as access denired as we got from Novant.  She is there still.


Description:
Quarterly newsletter counced back as if we are blocked/without permission to email her.  Linkedin has her there still.  I emailed to Nicole and tried to get a meeting AGAIN.


Description:
Quarterly newsletter bounced back due to email being full.  Didn't call or resend as they don't want to work with us at the moment.


Description:
Quarterly newsletter bounced back.  Called Wanda's number but no name on the VM.  Found a benefits manger online via lInkedin and tried to connect.  Asked for a call or cup of coffee and left my cell#.


# tblArchiveActivities

Description:
I stopped by to deliver the complimentary tickets to the Vantage Championship to Andrea Busick.


Description:
Lisa called to talk with Pat Russell and was informed that the contact at Pepsi is now Andrea Busick.  Andrea stated that she needs two boxes of new member packets.  She also said that she would notify Lisa if she would like for us to come over and speak during the new employee orientation.  

Lisa called Frances to have the packets delivered.


Description:
Lisa delivered the holiday premium to Pat Russell.  They do not need any supplies at this time.


Description:
Stephanie Bolton contacted the Call Center to request 20 packets of Lifestages.  We will send packet today.  AL/BD


Description:
Ana and I stopped by Pepsi CSC to deliver the requested packets for Stephanie Bolton.  I called Stephanie to let her know that we would deliver the packets.  She did not respond to the voicemail.  Once we arrived at the Training Center I called Stephanie to let her know that the new membership packets would be left for her to pick up in the Training Center.  I left a message stating that she could pick them up from any of the staff.


Description:
Left a messge for Andrea Busick and an e-mail for Juanita Staton to call me regarding Johnell Dance who has a safe dep. Box at FSC. K.Alexander must soon drill the box for non-payment. Requested that someone from Pepsi call me with a way to contact our member.


Description:
I met with Cynthia Downing, the new SEG Rep.  I take it that she works in HR, as she said that she hired a lot of people last year and that she needs 50 packets.  I invited he to our new building and told her about our park and DW tournament.-KM


Description:
I stopped in to deliver the information packets that Cynthia requested.  I was able to meet her and talk with her, she stated that she has been with Pepsi since last summer.  She stated that they have done new employee orientations in October, November and January.  She stated that Pepsi Direct is the major area for headcount, they are currently up to about 290 in that department.  She stated that they will continue to hire throughout the year.  I told her to let us know as soon as she needs more materials and if she would like for us to conduct an information session for the employees, we would be glad to accommodate her.


Description:
I scheduled a luncheon with Cynthia  Downing, our SEG lliaison.  She is our new rep and likely is not fully aware of our products and services.  My goal is to promote AFCU via an intranet link to our web site and or to have a written reference to the credit union in their benefits booklet.  I want  to sponsor an event such as an ice cream truck at their company picnic. I want to obtain their employee listing to schedule an enrollment or mailing for  second quarter.-KM


Description:
I accompanied Karen to a luncheon meeting with the sponsor representative, Cynthia Downing.  We took her to Pig Pickin's and went over the complete new membership packet with her.  We also told her about web services, the Safe Passage Group and CUABS.  She suggested that we might be interested in attending their new employee orientation.  On Monday, March 18th we have been asked to attend the new employee orientation.  She is expecting to have 17 employees present.  She also stated that they will have a corporate community awareness meeting on Wednesday, March 20th from 10 a.m. to 12 p.m.


Description:
Frances Campbell and I met Cynthia Downing for lunch. We went over our products and services with her and obtained an invitation to present our information at the new employee orientation meetings.  There is also the possibilty of an AFCU day being held on site.  Cynthia is working on this for us and will advise.-KM


Description:
I conducted an information session for fifteen new employees.  I was accompanied by Lisa Southard.  We did conduct a drawing and we gave away one $10.00 gift certificate to The Village Tavern.  There were two employees present who were already AFCU members.


Description:
I talked with the new rep, Tammy Quesenberry.  I need to confirm the spelling of her last name.  She is new to the position and was not aware that we had been attended the employee orientations.  She will check with her management team to see if 1) we can continue to do a presentation at their employee orientations 2) if we can have a special day for Pepsi and furnish an ice cream truck from Blue Ridge for the event and have our membership materials available and 3) if we can have an employee listing for a mailing.  She is to advise next week.-KM


Description:
I held a brief presentation of AFCU's products and services at the new employee orientation. I recived one new membership out of 20 employees seen.-KM


Description:
Attended an enrollment for this group where we saw 91 employees with the following results: 33 new memberships, 11 checking account applications, 9 Holiday clubs, 1 Kid's Club, and 1 Visa application. I also spoke with length with Tammy Quesinberry regarding an employee listing. She will speak with the HR Director in mid-August to get that approved (names and addresses). Tammy explains the credit union benefit when they have new hires and has ample supples on hand. On a personal level, she is beginning divorce proceedings and is interested in financial planning (Harry at N. Patterson). She suggested that any time we want to see their employees be sure to BRING FOOD. Today's event featured Blue Ridge Ice Cream which was a big success for their employees.


Description:
I assisted with an enrollment and information session for the employees.  We opened several new accounts and answered numerous questions.  Please see activities under Carol Knouse for full details of the visit.


Description:
Please see Carol Knouse's notes for this visit.  I assisted Carol Knouse, Frances Campbell, Debbie McCliment, and Amy Cain with the enrollment.  I later learned that this SEG runs a second shift.  Any future activities should be planned with this in mind.-KM


Description:
I tolk to Tammy about an enrollment.She will call me back.


Description:
Spoke with Tammy about a possible enrollment. She said that their HR Director is on vacation until July 31. She will speak with him and call me with a time to schedule. I asked if they have a second shift and she said no. I reminded her that she had promised an employee listing and that I never received it. She apologized but did not say that she would still provide one.  I will speak with her when we go onsite. I asked that we be allowed to come during August so that we can bring Blue Ridge Ice Cream, which  was a big hit last year. Tammy told me how pleased she was with Allegacy. Yesterday, she went online to report a duplicate payment of a bill. (She had called the company to make the correction and she had also made the payment.) When she arrived at home yesterday, she received a call from AFCU saying that the correction had been made. She was so impressed with our speed.
Will followup for enrollment date to be decided when the HR Director returns from vacation.


Description:
Received a return call from Tammy (name changed to Venable), who has spoken with her manager and received approval for us to be onsite on August 20 from 1:00 until 4:00. She will email location to me so that I can prepare a poster. Also, she will ask her manager about providing the names and partial address of their employees for verification purposes.


Description:
Planned and executed an enrollment event for their employees. We saw 93 employees with the following results: 29 new members, 16 checking accounts, 11 new direct deposits, 19 new payroll deductions, 6 holiday/vacation clubs. Tammy also reviewed the employee listing that I had provided and indicated which employees are no longer employed by Pepsi. She requested 75 packets to be used for new hires. Will deliver to her office today.


Description:
Michelle Kenney in the Call Center called me regarding a Prudential employee i Florida who wanted to join. Because of prior agreement, AFCU is not accepting new members from this group. I emailed Ricky to make a notation on the Grapevine SEG listing relative to this issue.


Description:
I received the sponsor company surveys and updated the information as stated on the survey.


Description:
left message on voice mail  for sherri about seg luncheon. - cp


Description:
Amanda Hoppers and I dropped off doughnuts and we were able to speak with Sherri Hart briefly, she was on her way to a staff meeting.  
She stated that all is fine at this time and she does not need supplies.


Description:
Lisa called and spoke with Sherry Hart.  They do not need any supplies nor do they have any questions at this time.


Description:
Stephany Ledbetter delivered the holiday premium.  They do not need any supplies at this time.


Description:
I stopped in to visit Sherri Hart and to deliver the holiday premium.  Sherri stated that there has been a little turnover in their company.  I left ten membership packets with her and I told her that I would bring her 15 more.  She is aware of our new building and was very complimentary of it.  She also asked for payroll deduction forms.


Description:
I left a voice mail for Sheri Hart to call me regarding an event that we would like to sponsor for SPEVCO. I asked that she call back.-KM


Description:
I talked with Sheri Hart.  She said that they just completed with their benefit enrollment session and that they were wrapping up two major projects.  She is unable to meet for lunch until sometime in March. We talked in terms of setting up in a breakroom for the enrollment.  I have in mind that we sponsor an ice cream truck at their company picnic or something along that line-KM


Description:
I delivered 15 packets.  Sherri Hart was away at a seminar. I will follow up with her again to see if we can be involved in an employee event-such as their company picnic.-KM


Description:
There had been an enrollment scheduled for today.  Sherri Hart said that she was not aware that this was a firm date and wanted to reschedule for a date that she would be in the office. I will contact her about this.  Her associate, Janice Johnson advised that an e-mail to promote our car loan rates and VISA rates would be great.-KM


Description:
Karen and I conducted an information and enrollment session for the employees.  We were onsite from 12:00 p.m. until 1:00 p.m.  We saw a total of eleven employees.  We received two new membership applications and two checking account applications. 
 
Premiums:  popcorn and pens 
We had a drawing for a $10.00 gift certificate to T. K. Tripps.


Description:
Frances Campbell and I held an enrollment session at this company. See her notes for 7/17 for details.  I spoke with Sherri Hart regarding obtaining an employee listing so that we could update our records.  She is willing to provide names only.  Should we encounter a duplicate name, we will need to call her for clarification.  She seems willing to allow us to do a mailing also.  We will provide the materials to her and she will print the labels and do the mailing.  It may work better as a payroll stuffer. The details will need to be determined.-KM


Description:
Left a message for Sherri S. Hart about new information with Allegacy and an enrollment.


Description:
I received the sponsor company survey and updated the information as stated on the survey.


Description:
left message on voice mail about the event day from the newsletter - cp


Description:
I delivered 20 new membership packets per the instruction of Lisa Southard.  She had spoken with a representative of the company during Calling Officer follow-up phone calls and was told that they were in need of membership packets.


Description:
I talked with Larry Duncan and scheduled an information and re-enrollment session for the employees on Wednesday, September 26th from 11:00 a.m.  to 2:30 p.m. this will cover the employees lunch and afternoon break periods.  There is a morning break at 9:00 a.m.  The employees receive two 10 minute breaks and thirty minutes for lunch.  All employees have the same break and lunch periods  They do have five employees who work a mini-shift in the evenings for four to five hours.  These employees  work at Kroehler as a second job and I will leave information with Larry for this group.  I told Larry that I would create posters for the two breakrooms and the frame shop that is a new addition to the company.  Larry stated that minus contract employees there should be approximately 275 employees under roof while I am onsite.


Description:
I conducted an information and enrollment session for the employees.  I was onsite from 11:00 a.m until 3:45 p.m.  I saw 18 people, 3 were existing members, 13 completed membership applications, 9 of this group also added Holiday Club Accounts.  

I talked with Larry Duncan and we discussed having me come back out during the fourth quarter to do this again for the Hispanic employees.  There are employees onsite who can act as interpreters.  

The visit was very well received and Larry stated that he would like to have a visit onsite annually.


Description:
I received the sponsor company survey and updated information as stated on the survey.


Description:
Mike Phipps and I stopped by to visit Jim Hedrick.  We were able to meet with Jim and talked with him for about 1/2 hour.  He is a big talker.  He talked with us about his wife and grandchildren.  He lives at Salem Glen.  He has met with Neely Fix about Safe Passage investments.  We did deliver Munchkins.


Description:
Sherry Lloyd called to RSVP for the sponsor representative luncheon.  She will attend in Jim's absence.


Description:
saw jim and his wife at dinner on 4/27.  We talked about business development visiting and working with safe passage.


Description:
Talked with Sherry and she said they do not have anything planned for this year as far as an event.  The have not planned a picnic or benefits fair.  She did say she would call when/if they do. - cp


Description:
I received the sponsor company survey and updated the system with the information.


Description:
I delivered tickets to Jim Hedrick.  He has assisted us with the Grassroots effort.-KM


Description:
Mike delivered the holiday premium.  He was not able to see Jim Hedrick but left the gift with Sherry.  Everything seems to be going well at this time.


Description:
I called Jim Hedrick to verify that it is permissible to email credit union promotional information.

Jim returned my call and stated the it is permissible to send info via email.


Description:
Sherri Lloyd called Karen Morgan to request packets.  I called Sherri and told her that we will deliver them on Monday, 3/26 by Susan.  Will deliver 30 packets.  AL/BD


Description:
Ana and I stopped in to drop off new membership packets that were requested by Sherri.  Jim was very interested in being certain that all employees have information and are aware that they are eligible for membership in AFCU.  I offered to come out and be available during breaks and lunches for employees.  He requested a listing of current employees who are already AFCU members.  This will aid him in targeting employees who have not joined.  Ana stated that she is able to provide this information to him.  Jim was also very interested in Web Pay and asked several questions about the service and how it operates.  He also mentioned Safe Passage, particularly Neely Fix who is his assigned planner.  Jim is going to consider allowing an onsite visit and will be back in touch with me.


Description:
Stopped by with Frances to deliver new members packets.  Mr. Hedrick asked me for a list of his employees who are members of the credit union.  Will e-mail list tomorrow 3/28.
AL


Description:
E-mailed list of employees of Carolina Int'l Storage who are currently members of the CU.  Asked Mr. Hedrick to let me know names of individuals who are no longer with them.  AL


Description:
I conducted an employee signup and enrollment session at 7:30 a.m. at CDC.  There were 26 people present five of whom were temporaries, and one RJRT employee.  I received three completed new membership applications and I obtained a listing of ten employees that need to be recoded as CIS employees.


Description:
I talked with Jim Hedrick and we scheduled enrollments for the employees.  There will be one at 7:30 a.m. on 5/7/01 at CDC.  

There will be one at the CIS facility in Rural Hall on Friday, May 11th at 7:30 a.m.


Description:
THIS IS A DUPLICATE ENTRY!!!

I conducted an enrollment and information session for the employees working at CDC.  I saw 26 employees, six were temporaries and not eligible for membership.  Thirteen of the twenty who are eligible are now AFCU members.


Description:
I conducted an information and enrollment session for the employees at the Rural Hall location.  There were seven employees present, three of them are now members of AFCU.


Description:
Debra Jones and Ron spoke with Jim on Thursday morning.  We discussed new rates, and made sure his staff was aware of the new location on Patterson Avenue.  He is to call later in 3rd Qtr to arrange another sign-up.  He will have a bulletin board on site so that we can leave our marketing material there for employees.  He and his staff are pleased with services and he plans to come by to have lunch with us soon.


Description:
I called Jim to follow up on my request to come out and visit the employees at RCS.


Description:
Carol and I stopped in to visit Jim Hedrick and to drop off the holiday premium.  Jim informed us that the next two pay periods will be live checks instead of direct deposit.  We asked for a list of names of employees so that we can inform Support Services as to who will be affected by this change.  We told Jim that it would be a good idea to encourage employees to make deposits asap on Thursday in order to prevent overdrafts on checking and delinquencies on payments that are normally drafted.  He stated that he would email a listing of all employees for us to review and to determine who is affected.


Description:
left a message for Jim Hedrick about benefits at Allegacy(04-01-2003)


Description:
Tolk with Mr Hemric about an enrollment.I will mail to him packets and info(new promosh. with Allegacy)


Description:
Tolk with Mr.Hemrick and I will sent to him packets and info (new promoshince with Allegacy).He will call me back about an enrollment.


Description:
Visited with Jim Hedrick when he attended our SEG Luncheon. He is very complimentary of our products and services and requested that we hold an enrollment for his Lexington employees.


Description:
Mike Phipps and I stopped by to visit Sue White we did leave Munchkins.  Sue stated that she is talking and working with Robin Hamlin on payroll issues.  They are hopin to get a new contract which will enable them to reinact 3rd shift.


Description:
Said she does not have an event planned but will call us when she has a large turnover or higher.  Has not had to higher very many new employees. - cp


Description:
I delivered Vantage tickets and brochures about the DW tournament.-KM


Description:
I stopped in to visit Sue White and to deliver the holiday premium.  Sue stated that business is good and that currently they have 50 employees.  She had some very old RCFCU materials which I collected from her and I told her that I would see that she received updated AFCU materials asap.

Sue has a new granddaughter who is nine months old.  She also asked about Janet Bottoms a former AFCU employee.


Description:
I returned to drop off 10 new membershp packets with updated information.


Description:
Called Sue White relative to ADP processing and to ask for an enrollment. This company's payroll is handled by their home office in Wilson. It is already processed by ADP but the company has a policy that hourly employees will not be allowed to have direct deposit.
Sue said that the materials she had on-hand were dated Dec. 2001. I will mail a supply of updated packages to her today. Sue will check with her employees to see if an enrollment event would be of benefit. They have 2 shifts of workers.


Description:
I received a message from Priscilla requesting 30 new membership packages.

I returned the call and asked for the mailing address.  The packages should be sent to:

Insteel Wire Products
1351 Belman Road
Fredricksburg, VA  22401
Attn:  Priscilla
Phone Number:  540-371-0400, ext. 3310


Description:
I sent via Airborne Express 30 new membership packets to Priscilla at the Fredricksburg location.


Description:
Received a telephone call from Kathy Crouse who requested information on getting their out of state employees involved in AFCU. Left her a message to call me to discuss this.


Description:
Telephone call from C. Crouse followed by an e-mail draft of a lettr to include all of Insteel employees, including Florida Wire and Cable.
Company will provide listing of name and social security numbers. Called NCUA regarding adding this group (FWC). Can either just take them in or can get new letter from company and add as a new SEG. May be better to do this in case the new company is spun-off at a later date.


Description:
Janie Simpson mailed 25 new enrollment packages to Cathy Crose. The only information they had on hand was FCFCU information. Also, sent 2 packages to Wanda Rowe
                                Florida Wire & Cable
                                1 Wiremill Road
                                Sanderson, Fl.  32087


Description:
Received letter of request for additional employees. Request to NCUA 8-1-01. Also received employee listing.


Description:
I updated SEG Manager with the information obtained from the sponsor company survey.

Peggy stated that she would be accomodating to on-site visits and an Employee Appreciation Day.


Description:
Joan Black, Carol and I conducted an enrollment and information session for the employees at the Insteel Wire Products Plant from 6:00 a.m. to 8:00 a.m.   We took Krispy Kreme doughnuts and held a drawing for a $25.00 WalMart gift card.  The drawing winner was James Suratt.


Description:
Joan Black, Carol and I conducted an information and enrollment session for the employees.  The session was from 10:00 to 12:00.  We took cookies.


Description:
Joan Black, Carol and I conducted an information and enrollment session for the employees from 1:00 to 3:30 p.m.  We took cookies and held a drawing for a $25.00 WalMart gift card.  The drawing winner was Joy Mathis.


Description:
Carol and I conducted an information and enrollment session for the employees we saw 24 employees and received seven new membership applications.  Eleven of the twenty-four employees are already AFCU members.  We received one family member application.  

We took cookies from Harris Teeter and held a drawing for a WalMart gift card.


Description:
Read article in Business NC that Insteel had spun off its industrial-wire operations in Andrews, SC. Article in Insteel file.


Description:
Received a call from Cathy Crouse who requested a change in her title to Payroll Supervisor/Benefits Administration. We chatted about their company and the economy. They have 620 employees in the entire company, including Insteel Wire Products. Cathy is still traveling to different plants, most recently to hold retirment education seminars. Insteel is considering mandating direct deposit effective Jan. 04. I will gather any information relative to direct deposit and send to her. Insteel sold their plant in South Carolina and Insteel Wire Products sold the plant in Jacksonville. Will follow-up.


Description:
Cathy was not able to attend the SEG Luncheon yesterday so I mailed a beach towel to her today.


Description:
received a call from Cathy Crouse She stated the company is going to mandate direct deposit and needs our assistance in getting checking accounts set up for employees. Left message for Cathy with available dates.


Description:
directions: 52 to Mt. Airy. Pass Mayberry Mall. Go two more stop lights and then turn left on Westwood. You will see business park entrance. You will trun right at the pond and Insteel is the 2nd building on left.


Description:
I called Jennifer Armbruster to let her know that the board has approved Rock-Tenn as a sponsor company with RCFCU.


Description:
I attended the six sessions of employee signups.  I entered the new membership applications that I received at the signups.


Description:
I called Jennifer to let her know who the six winners of the drawings and to ask her to have the ones who did not enroll to complete a membership application.


Description:
I talked with Jennifer about the two remaining employees I have not been able to credit as drawing winners.  They are Willie E. Williams and Isaias Mendez Marin.  I also asked her if we could be included in the new employee orientation sessions.


Description:
I called Jennifer to confirm that there would be three new employees at orientation today.  

She returned my call and confirmed that there would be three employees at orientation.

I attended the new employee orientation, there was only one new employee present.  

Jennfier asked if she could get more MIA-24 wallet cards.


Description:
Amanda Hoppers and I dropped off the MIA-24 cards.  We were not able to see Jennifer, we did talk with Gina.  I left my business card and stated that if they need other supplies to please give me a call.


Description:
7/3/00 I mailed pictures of their company's picnic to Jennifer Armbrister.-KM


Description:
I talked with Jennifer Lee to confirm our signup for Wednesday, November 1st.


Description:
Ana, Cheryl, Samantha and I conducted onsite employee signups for the staff.  We received 20 new membership applications.  The staff was very warm and receptive to our presence.  We had sessions in two separate buildings.  We were onsite from 6:45 am to 4:00 pm.


Description:
I delivered the t-shirt for one of  the drawing winners to Jennifer Lee.


Description:
Lisa Southard and I stopped by to see Jennifer and to drop off the holiday premium.  Jennifer was not available.  The premium was left at the receptionist's desk.


Description:
Lisa and Frances delivered the holiday premium.  Jennifer was out of the office.


Description:
Brooke Walsworth sent e-mail about a change in Rock Tenm's payroll.  Currently they are paid semi-monthly on the 10th and 25th.  Effective March 1st, they will be paid on the 15th and last day of the month.  Rock Tenn has sent a letter to their employees stressing that they need to double check with their financial institutions to make sure this change won't affect paynents they have set up.  AL


Description:
I talked with Jennifer who was requesting something that could be handed out to employees and inform them of their eligibility for membership with Allegacy Federal Credit Union.  She specifically stated that she did not want the new membership packets.  She wants something smaller and easier to handle.  I told her that we have membership brochures.  She requested 100 of the brochures.


Description:
I called Jennifer and confirmed that she was in the office and available for me to stop by and discuss scheduling a re-enrollment and to drop off new membership brochures.


Description:
I stopped by to talk to Jennifer about a spring re-enrollment for the staff and to drop off the requested materials.  Jennifer and I discussed the opening of the new branch at North Patterson Avenue and the re-enrollment.  The date for the re-enrollment is Monday, April 30th all day.  The time should be from 7:00 a.m. to 4:00 p.m.


Description:
I called Jennifer Lee to inform her that we can only accommodate one person from her company for the sponsor company luncheon.  She is out of the office until Thursday, April 19th.  I left a message on voicemail for her to return my call.


Description:
Jennifer and I were finally able to talk and I obtained her new email address for our records.  I also asked her if she would like to have some posters announcing the visit for Monday, April 30th.  She said that she would like to have six..  She also RSVP'd for the luncheon during our conversation.


Description:
Kelli Jackson, Carol Knouse, Karen Morgan and I conducted an onsite signup for the staff.  We saw many employees who were already members of the credit union.  Many of them had questions and wanted to add additional services such as checking, or obtaining an atm card.  The employees are very excited about the opening of the North Patterson Avenue Financial Center.


Description:
CK, FC, Kellli Jackson (VISA), and I held a sign-up session for this group.  Many employees had joined when we were there last year.-KM


Description:
08/30/00 Lisa called Vedia Mabe and left a message.    

08/31/00 Vedia returned Lisa's call and said that she needs 20 membership packet.  She also mentioned to Lisa that she had read about our new branches opening and is very excited.  

08/31/00 Lisa called Frances requesting the packets.


Description:
Lisa delivered the holiday premium.  They do not need any supplies at this time.


Description:
I met with James Smallings the new Human Resources Manager.  James has been in this job since May 1st.  He is in charge of both HR and Purchasing.  He is a former Dept. of Corrections employee.  He stated that over the next two years the company will double in both production capacity and the number of employees.  They will soon be breaking ground,to increase the production area and will have new administrative offices.  The present location will become a warehouse.  He stated that the average employee tenure is 15 years and that they have very little turnover.  They have 13 distribution centers across the US and their products are number 3 in the nation. 

James has been visited by the two local banks but refused to state which.  He stated that he was not particularly impressed with the product offerings because of the fees involved for the employees.  He is a member of SECU and a staunch credit union supporter.  He feels that the credit union is a great benefit to offer to the employees of T.W. Garner.  He stated that he is in the process of redoing a lot of the benefits for the company and will definitely include AFCU in the offering to employees.  I referred Mark Wilson of the Safe Passage Group to James so that they can talk about retirement plans and insurance services that are available through Safe Passage.  

James completed his membership application and gave me a deposit to open his account with AFCU.


Description:
I sent James a thank you note for giving me time to discuss the benefits of AFCU to the employees of T.W. Garner.


Description:
I returned a call to James and he asked that we schedule a re-enrollment session for the employees.  He stated that they have two breakrooms and that breaks begin at 8:30 a.m.  He feels that we would probably need two people from 8:30 a.m. until 2:00 p.m. when breaks end.  He suggested that we bring supplies for approximately 65 people.  There are several employees who are now working as temps who will be made permanent employees by the time we are onsite.  We agreed on the date of Wednesday, August 22nd.


Description:
I received a message from James Smalling asking for information on our checking programs.  I returned the call and left a message on his voicemail to return my call.


Description:
Karen and I conducted an information and enrollement session for the employees.  We saw 39 employees and received eight new membership applications.  Some staff also took advantage of the opportunity to add other services such as holiday club, checking, and homebanking.  James Smalling has asked that we come out twice a year.  They are in the process of doubling their production capacity and employees.  The plant is about to go through a major renovation.  The Spring of 2002 might be a good time to visit again, once the renovation is complete.


Description:
FC & I held an enrollment session for TW Garner.-KM


Description:
I met with James Smallings to deliver the holdiay premium. He mentioned our new building and I invited him to stop by for a tour.-KM


Description:
I stopped in to drop off the information packets that James Smalling had requested.  He stated that they have done some hiring and will continue to add people marginally.  He also stated that he would like for us to come out and conduct information and enrollment sessions approximately twice a year.


Description:
James Smalling attended the Annual Sponsor Company Luncheon and completed the sponsor company survey.


Description:
I visited TW Garner for an enrollment.  No one signed up.  I did promote CUABS, VISA, car loans, etc. The compnay is expanding and will be adding staff.  They seem to have a lot of temporary workers.-KM


Description:
We mailed twenty packets today at the request of James Smalling.  They are expanding their operations and hiring employees.-KM


Description:
I met James Smalling at Lunch with Keren Morgan and tolkd abaut new checking accts,online services,auto baying service and Safe Passage.I mailed 25 packets today at the request of Jemes Smalling.


Description:
With the Moses Cone Credit Union.  Greensboro Health - cp


Description:
Pam Wright called and stated she is completely out of membership packets.  I returned her call and left a message.  Pam returned my call and she has asked that we mail her 20 packets.
5/11/00 Cathy Powell and I called on this office.  No supllies needed.  All "ok".-KM


Description:
Were up in maddison visiting new seg and stopped to visit pam wright.  She did not need any packets. - cp


Description:
Julie Patterson called and left a message that they are down to their last new membership packet.  I mailed 25 new membership packets to Julie's attention.  Her number is 336-548-8549.


Description:
I shipped 25 new membership packets via overnight delivery  to the attention of Julie Patterson.


Description:
Melissa Haley at the Hickory, KY location called to request 20 new member packets.  The mailing address is:
Remington Arms
P.O. Box 99
Hickory, KY  42051
270-856-4217
The shipping address is:  
Remington Arms Company, Inc.
2022 Rifle Trail
Hickory, KY  42051


Description:
I called Pam Wright and asked if it would be okay to stop by since I was in the area at Rouse's Group Home.  She stated that it was fine and that she needed new membership packets.  I left 15 packets and 15 All-In-Ones.  I also gave her new Cash Card Applications and Payroll Deduction forms with the Allegacy name.
I talked with Pam about new services available through the credit union including WebBanking, Sharebuilder, Blast Off Club (she has a seven year old son) and encouraged her to visit our website to learn more about AFCU and the services that we provide.  

She mentioned that Dave Solomon visited their location on Tuesday and spoke with her and the Human Resources Manager about a variety of insurance products that are available through the Safe Passage Group.


Description:
I returned a call to Melissa Hayley who stated that she is going to have open enrollment for employees and their benefits and wanted to include information on Allegacy.  She requested 65 new membership packets.  The  Benefits Fair will be Thursday, November 8th.  I told her that we would send the packets via Airborne Express no later than Friday, November 2nd.  The materials are to be sent to:  
Melissa Hayley
22 Rifle Trail
Hickory, KY  42051
Phone:  270-856-4217
She stated that Remington has other facilities in Lonoke, AR with 1000 employees, Elizabethtown, KY 50 employees, Ilion, NY 1000 employees, and that there are 65 employees at Hickory, KY.


Description:
I mailed via Airborne Express to the attenion of Melissa Hayley 60 new membership packets that will be distributed to employees during their employee benefits fair that is scheduled for Thursday, November 8th.


Description:
I received a call from Sam Greco at the Corporate office who was asking for information on how they would establish a link between Allegacy and their intranet.  I transferred the call to Ray Crouse.  

While talking with Sam he gave me information on the other facilities.   There are a total of seven including the home office, with an approximate of 2,250 employees.  He informed me that Jeanne Plybon is currently doing benefits enrollments at all of the sites and that we might want to provide her with materials to present this free benefit to the employees.


Description:
I called Jeanne Plybon at 336-548-8834 and left a message with a request to return my call.  I asked if it would be beneficial to the employees to include information about Allegacy during the benefits sesseions that she is conducting during this open enrollment period.  There is a total of seven Remington sites.


Description:
I stopped in to visit Pam Wright and to deliver the holiday premium.  Pam stated that business for them has picked up since 9-11-01.  The tragedy has caused sales for ammunition to increase.  She stated that they have not added any new employees and have about 160 at the Madison location.  She and her husband are active credit union members and have recently refinanced his 1999 Honda.  I also told her that we are still interested in pursuing membership with the other Remington facilities that include union facilities.


Description:
I called Jeanne Plybon to follow-up once again on our conversation regarding adding the employees at the other Remington sites to the field of membership of AFCU.  I was not able to talk with Jeanne but I did leave a message on her voicemail stating the purpose of the call, along with my name and number.


Description:
Received a telephone call from Melissa Haley in this company's Kentucky plant who requested 80 packets of information. Her address is: Melissa Haley 
22 Rifle Trail
Hickory, Kentucky 42051
Mailed today.


Description:
Called Pam Wright who has been listed as our SEG representative. Pam works in finance and said that our representative should be Celest Grays. Left message for Celest to call me back regarding a possible visit on Wed. Jan. 15.
Celest called back and will see Anya and me on the 15th at 10:30 am. Plan to discuss an enrollment event for her employees.


Description:
Planned an executed a visit to Celeste Graves. Spent 1 hours with Celeste discussing the following: an enrollment for Madison employees. (Celeste will set a date within the next 2 or 3 days and email me. We will discuss appropriate times, premiums, etc.).She will speak with management regarding adding employees from Ohio, NY, and Arkansas. I will prepare a sample letter and email to Celeste on Thursday, Jan. 16. She will present letter to management and she will speak with HR managers in those locations to see if they are currently served by another credit union. I gave Celeste an employee listing and she will verify those who are still employed and fax back to me. (Currently about 160 employees in Madison, between 300 and 500 in Kentucky, about 15 in Oklahoma; around 1600 in NY, 1000 in Arkansas, and about 15 in Ohio. Celeste will email a listing of their addresses and the number of employees in each location. We also discussed corporate card and she seemed to think we would be able to bid for their business. Remington has an Affinity card for their customers. Remington has a link on their intranet for AFCU. Celeste worked as a Loan Officer for SECU for 4 years back in the 80's so she is a credit union proponet. Thought AFCU was a small credit union, had not heard from us and assumed everything was going the way we wanted it to go. Seemed very interested in getting this project on the road. As an aside, Remington has an art collection displayed in their headquarters that is valued at several million dollars. (All are nature scenes and are commissioned to Remington. They have a grandfather clock that is about 200 years old and is need of repair. I mentioned that I knew the owners of Old Town Clock Shop and said that I would have someone call her. I called Nancy Farrington and gave her the information. She said it may be April before they could get a break but that they would call to discuss this.
Followup: Enrollment in Madison
                Adding NY, Ohio, Ark. To our bylaws
                Posibble Corp. Card Client
                Sample letter of request for 3 areas.
                Employee listing verification


Description:
PLENNED AND EXECUTED A VISIT TO CELESTE GRAVES THITH CAROL KNOUSE(SE  CAROL'S MEMO)


Description:
emailed sample letter and cover letter to Celeste.


Description:
Called Celeste Graves to see what progress had been made relative to our having an enrollment event. She mentioned my request in a meeting with management and was told that B of A was ready to install a kiosk on-site both in Madison and in Arkansas. She said that management was excited about this and had already announced it to their staff. She does not know any details but she will continue to place packets in the hands of new employees. I will check back with her later to see how things are going. Will mail 25 packets today.


Description:
Mike Phipps and I stopped by to see Renee Greeson.  She was not available, we did leave our business cards and Munchkins for the stafff to enjoy.  Renee emailed later today say thanks for the Munchkins.


Description:
Mike delivered the holiday premium.  He asked about the level of service, seems to be going well.


Description:
Received letter from Peggy Sizemore requesting that the sponsor representative name be changed from Renee Greesom to Peggy Sizemore.  Renee is no longer with Insteel due to a recent downsizing.


Description:
I stopped in to visit Susan Meadows who is the credit union contact.  She stated that everything is fine and they do not need any supplies at this time.


Description:
I talked with Susan Meadows who requested 75 new membership packets.


Description:
dropped off packets for frances while I was in the area - cp


Description:
Amanda Hoppers and I delivered the holiday premium to Susan Meadows.  I introduced Amanda and we informed her of the new branch that is open in Kernersville.  She stated that she does not need anything at this time.


Description:
I called Susan Meadows to ask if it would be permissible to email information regarding credit union promotions.  Susan is no longer with the company.  The new contact is Melissa Bateski who is in charge of employee benefits.  I left a message on Melissa's voicemail.


Description:
Melissa called to request 25 member packets. The ones she has say Reynolds Carolina FCU. I also requested an employee listing with home addresses. I told Melissa we would like to do a mailing about once a year to their employees since they are scattered all over the Triad. This company is really a data processing/computer employment agency and it is impossible to do presentations to their employees.


Description:
I left a note for Janie Simpson to mail updated information to Melissa Bateski on Monday, October 15th.


Description:
I stopped by to deliver the holiday premium and I was able to talk with Melissa Bateski.  She was in the office for a brief time she had caught the crud from her preschool daughter.  She is very interested in refinancing her mortgage.  I told her that she should call now to schedule an appointment for next year.  Her current mortgage holder will penalize her substantially if she pays it off prior to five years with this company.   She stated that the number of employees has not changed and that she does not need any new supplies.


Description:
Frances and I stopped by to visit with Melissa to let her know that Frances was leaving. We took her a gift and some information packets. Melissa will mail an employee listing since their employees are scattered in W-S, Greensboro, and High Point. (Melissa has a daughter who is 2 1/2 yrs. Old (8-1-02).


Description:
Completed mailing of information to employees who were listed in an emial received from Melissa in August.


Description:
Jeannie Tilley and I dropped in to visit Denise Ambrosio, she was not available she was conducting an exit interview.  Jeanne will follow up with a phone call.  We did leave our business cards.


Description:
Jeannie called and left a long detailed message on Denise Ambrosio's voice mail about the sponsor company luncheon and requested that Denise return the call.


Description:
Jeannie called and left another message for Denise.


Description:
I called and left a message on Denise's voicemail.  She is out of the office until Thursday, September 28th.  I asked that she return my call.


Description:
Talked with Denise today about the Mullen take-over. Headquarters is in Boston. She does not yet have a phone list of Mullen employees. They do not have an HR department; an accounting person does payroll and the CFO handles everything else.  Denise will be doing HR work for those employees as well but her local payroll will go to them. The company uses ADP, has direct deposit so it should not be a problem for their accounting person.  Denise will let me know when she gets a name and phone number for me to call. I offered to have a representative from our dept. go to Boston to meet with them regarding their payroll and to enroll members.  She will be going up to work with them at some point but she isn't sure about the timing. (Denise and her husband are trying to have a baby. She said this might not be good timing.)


Description:
Denise Ambrosio's e-mail may change later due to the name change.-KM


Description:
See file for article related to company downsizing and laying off 30 people. Now estimate 130 employees.


Description:
I called Denise Ambrosio to arrange an on-site visit for the employees.  I left a detailed message on voicemail with my name, number and a request that she return my call.


Description:
I emailed Denise Ambrosio with a request to conduct an information and enrollment session for the staff.


Description:
I left a voice mail for Denise, our current rep, to advise her of our new location.  I added that I would like to go over our new products and services, i.e., CUABS, etc.  I advised her that we are interested in increasing our participation.-KM


Description:
called Denise and told her we wanted to come out and hold an enrollment session. I explained to her that we have not been there since the year 2000 and there were many products that have been introduced since that time period. I asked her to call me so we can discuss.


Description:
I received the sponsor company survey via email and updated the system with the information.  When posed with the question of what she would like to see our credit union do better.  She suggested offering unemployment insurance to cover our loan products.


Description:
Received call from Anissa Marconi, requesting 25 packets.  Sent them 25 packets via airborne.
212-251-7786. AL


Description:
Mailed 50 LifeStages with All in Ones to this company.


Description:
Shipped 50 packets of information and 50 paper clip holders to the attention of David Frutko in advance of the visit the first week of June by Cathy Pace.


Description:
Amanda Hoppers and I stopped by and dropped off doughnuts and to see Julie.  She was not available, they had visitors from England and she was with the auditor.  We did talk with Katrina the receptionist.


Description:
I delivered 10 new membership packets, my business card and brochures for the Don't Wait Golf Tournament.  Julie was not in, she was preparing for a visit from a group from England.


Description:
I called to talk with Julie Davis and Katrina the receptionist talked with Mark Gunzuclu who is the President of the company.   Katrina asked Mark if he would be interested in the Vantage tickets.  Mark is a golfer but will be out of town on business.  The tickets have been offered to Jim Kemerling who is the VP of Engineering.


Description:
Lisa called and talked with Julie Davis.  Julie stated that she needs ten new member packets and would like to have a listing of branch hours for all branches.  

Lisa called and left a message asking that Frances drop off the requested materials.  

Lisa and Lou Ann Lael had a scheduled calling officer visit with Julie.  The meeting is to be rescheduled due to conflicts.  Lisa will follow up the first week in October.


Description:
Lisa Southard and I stopped in to deliver the holiday premium.  We were able to see Julie Crews and talk with her briefly.


Description:
Lisa and Frances delivered the holiday premium.  We did talk with Julie and they do not need any supplies at this time.


Description:
DEBRA JONES AND RON SPOKE WITH JULIE DAVIS--DISCUSSED POSSIBLE SIGN-UP, AND NEW LOAN RATES--SHE GAVE US A PLANT TOUR AND SD ALL EMPLOYESS ARE PLEASED WITH NEW LOCATION.  SHE WILL CALL SOON TO ARRANGE TIME TO JUST DISCUSS PRODUCTS W/NEW EMPLOYEES


Description:
This was not a qualified visit. I was able to only drop off the holiday premium.  Julie Davis was not in the office.-KM


Description:
I talked with the receptionist.  She will see that they fax over information about their name change. They in now in sync with their parent company in England and another affiliate in Singapore.-KM


Description:
Left message for Julie Davis about an enrollment


Description:
Left message for Julie Davis about an enrollment and loan rates.(03-31-2003)


Description:
I talked with Andrea Busick (she is now replacing Pat Russell as the sponsor company representative) who requested 50 new membership packets for new employee orientation.


Description:
I delivered 50 new membership packets to the RCFCU Training Center to be picked up by Andrea Busick.  I called Andrea in advance to let her know that I would be dropping off the packets.  By the time that I arrived at the office she was not available.  I left her a second message to let her know that she can pick up the packets from Katonya in the Training Center.


Description:
I called Andrea Busick to ask her if she would like a pair of complimentary tickets for the Vantage Championship.  She requested two tickets for Saturday.


Description:
I stopped in to drop off the holiday premium and to talk with Vanna.  She stated that once again she will be conducting her open enrollment in June.  She would like for us to visit each of the Winston Salem area facilities and discuss products and services with the employees.  She stated that she will be back in touch with us in the spring with the final dates.  

She has a grandson that was born back in the fall and is in Alaska.  Her son-in-law has been called into active duty and her son is now stationed in Los Angeles.


Description:
Vanna Bris-Bois and Pamela Brown attended the Annual Sponsor Company Luncheon and completed the sponsor company survey.


Description:
I talked with Vanna today on her cell phone.  She advised that they are moving their corporate office to Stratford Executive Park. She is having several benefit days for the corporate office and the warehouse in Rural Hall.  These will be on December 5th & 6th and 17th & 18th. I have tentatively scheduled the 5th and the 18th for Business Development enrollments. She hopes to get a team together for the 2003 DW golf tournament. She had a conflict this year.-KM


Description:
I talked with Vanna Bris-Bois today.  She wants us to hold enrollments for the corporate offices on 12/9 & 12/10.  She expects that we will see around 75 employees at each session. The coporate office is now on Shepherd Street.  They still have their warehouse in Rural Hall.  She wants their enrollment done in the afternoon of 12/11.  She will advise me of the specific times later. 

I talked with Vanna to find out if they had a print out for their HR Booklet that explained AFCU.  She said that she could give it out with their HR information.  I am to bring a sample when we hold the enrollment. I also talked with her about the fact that we offer mortgages in Georgia and New Jersey.  I mentioned that we could send a poster for their breakrooms promoting this point.  She seemed very interested in this. We may want to consider an e-mail message to their  staff.-KM


Description:
Attended an enrollment event for their employees on Shepherd Street along with Karem and Anya, with the following results:
Saw 18, 4 new memberships, 3 checking accts, 7 new payroll deductions, 3 Holiday clubs. 12 are already members of AFCU. This event was interrupted by a power failure. We hope to resume at a later date.


Description:
Please see Carol Knouse's report for 12/9/02 for the results of this visit.-KM


Description:
Anya Pacyga and I held an enrollment session for this company from 11:00 until 1:00.  We saw 11 people. We received one new membership application, (all others were members), six payroll deductions, five new holiday club accounts and  two checking account requests/signature cards. 

Our car loans have been reduced since our last visit to this company-just last week.  We promoted this new information and mortgage and equity lines and Safe Passage and Pathways.

I had talked with Vanna Bris-Bois about another visit to their facility in Rural Hall. She advised that we choose a date in late January. Also, we discussed the fact that we offer realt estate loans in Georgia, New Jersey, etc.-places where they have other operations. Vanna likes the idea of having a poster for these other locations emphasizing this point.  I will discuss this with Cheryl Swaim.-KM


Description:
Mailed a letter to Vanna requesting that she place AFCU information in her company's employee handbook. Also asked her to schedule an enrollment at their Rural Hall facility.


Description:
Debbie Mcliment stated that this company is willing to make a donation to the golf tournament. They have several golfers. Vanna  is the contact person about golfing.


Description:
See note in file regarding names of new management: Emily Neese, President and chief administrative officer. Peter A. Westermann new COO. Louis E. Collins CFO.   150 employees on Shepherd Street/180 in Rural Hall.


Description:
I met with Regina Craddock to talk about an employees benefit fair that will be held on April 20.  They currently have 543 employees on staff.  The fair will be held in the cafeteria of the plant.  They have invited various vendors and benefits providers to be on site.  She will provide a tv and vcr for our use.


Description:
I attended the first annual Hayward Industries employee benefits fair.  This was an all day event for the staff.  I arrived at 6:45 a.m.


Description:
Kelli Jackson of VISA and I delivered a gift to Regina Craddock.-KM


Description:
Spoke to Regina Craddrock about the old information that was being given to new employee.  She said that they have a new person in the department.  She will make sure to remove any old material and we will be sending her 50 new packets.  AL


Description:
I called Regina Craddock to get information about the employee benefits fair that will be planned for 2001.  I left a message on voicemail.


Description:
I called Regina to confirm the date for the Employee Benefits Day.  She stated that Hayward is experiencing an economic downturn and is in the process of having mandatory plant shutdowns and will probably be laying off some employees.  The Benefits Day will be rescheduled and once the date has been confirmed she will contact me.


Description:
Anne Morgan was in their facility today working on our atm. She telephoned Cheryl that LSB was there with their mascot signing up people Will have Frances Campbell go by here today for a visit with R. Craddock. See history of calls.


Description:
Frances and Carol visited with R. Craddock. We also observed LSB signing up employees in the cafeteria (which happened to be right in front of AFCU's ATM). LSB was represented by their mascot who only waves, a lady, and a gentlemen who was conversing in Spanish with a Hayward employee. 
Regina said that the plant manager invited LSB in for two or three days. (We don't know what time they started but they left for the day at 1:15.)Not all Hayward employees are on direct deposit and those employees need a bank for cashing payroll checks. Hayward's corporate account has been with a New Jersey bank so employees were left without a local check cashing facility. LSB is trying to establish itself in Clemmons and made the offer. 
Regina said that about 85 employees are now on layoff but some will be hired back soon. She will let us know when she plans her benefits fair and we will definitely be given an opportunity to participate. We also discussed direct deposit and we promised our support again this year in encouraging employees to participate. The decision to mandate direct deposit must be made at the headquarters and not at this office of Hayward.
Frances will deliver 50 new packages of AFCU materials for orientations when they resume.
Our relationship with this company appears to be intact but we must watch carefully to protect our relationship. LSB is offering a no balance requirement checking account for one year and home banking with bill pay free for one year, plus, a bonus rate on CDs and IRA CDs, 1/2% off origination fees on mortgages, no closing costs on home equity lines, and discounted rates on MasterCard or Visa.


Description:
Carol Knouse and I visited the Hayward site after Carol received a message from Ann Morgan stating that LSB was onsite signing up Hayward employees.  While we waited for Regina to return from lunch we walked into the breakroom to see where our atm had just been moved.  We did see the mascot and two LSB employees with some of the Hayward employees.  One of the LSB employees was able to speak Spanish and converse with the Spanish speaking population.  We met Regina in the parking lot upon her return from lunch and was able to find out that LSB was onsite at the invitation of the plant manager Don (?).  The invitation was issued to all of the local banks.  She stated that LSB was to be there for 2 or 3 three days.  The materials that were being distributed indicated that the services would be available for one year free to the Hayward employees.  Regina stated the currently they have 653 employees and 85 are on layoff and that she will begin recalling them in the next 2 to 3 weeks.  She also stated that she needs new materials with the Allegacy name on them.  I will deliver 50 new membership packets.  The Employee Benefits Fair will be rescheduled and she will contact me with the details of the event.


Description:
I returned to Hayward to deliver new membership packets to Regina Craddock.  Regina and I talked about HomeBanking and the upcoming benefits fair that will be rescheduled.  She also asked questions about the possibility of a branch in Clemmons.


Description:
I called to talk with Regina about playing in or getting a team together for the DW.  I left a message on voicemail with a request that she return my call.


Description:
I delivered the holiday premium to Regina Craddock.  She stated that business is very good due to the warm weather and people are still installing pools.  She also mentioned that production has increased due to the closing of the Kings Mtn plant.  She said they have hired several people.  She plans to have the benefits fair in the spring of 2002.  She will contact me once the date has been confirmed.  

Her daughter is currently in first grade and Regina has taken time off from completing her degree to spend more time at home.


Description:
Ray Crouse and I met with Regina Craddock.  I went over our new CUABS and our current ceritificate promotion.  I also promoted our mortgage  products.  Our primary goal, however, was to tell Regina that we would not  continue to have the  ATM at Hayward.  Ray went over te details with her.  He offered to have a notice posted at the machine. The notice will include announcement of our new Westbrook Plaza location, reference to our future Clemmons financial center and  cash points.  She has asked that we keep the machine there for 60 more days. Ray will handle the details and I offered to deliver the poster to her along with information on cash point locations from credtunion.net.-KM


Description:
Ray Crouse has advised Business Dev't that Hayward is asking that we reconsider removing the ATM.  I left a message with Regina asking her how many employees do not have direct deposit?  I also asked her to let us know when the next benefit fair is to be held.-KM


Description:
At the request of Ray Crouse, I called Regina C. to see how many of her employees already participate in direct deposit in order to determine the potential for new checking accounts if we are allowed to offer our products. Currently, they have about 60% on direct deposit. Of their 650 employees that would amount to about 390 with a potential of 260. Their employees already have 162 checking accounts with AFCU with an average balance of $909. Tegina will call me if they decide to mandate direct deposit.


Description:
I received a call from Regina who was returning my call from Monday.  She stated that it would be okay to email the letter regarding the removal of the atm.  She will have one of the employees to translate it into Spanish.  I asked that she let me know when the translation has been completed and she can either email the letter back to me for it to be copied onto AFCU letterhead or I can provide the letterhead and they can make the copies at their facility.


Description:
Left messge for Regina to call me regarding her sending an email listing of her employees names and addresses. She had promised to do this on Aug. 7. Will wait to hear from her.


Description:
A mailing to Hayward employees who live in the general area was made the week of Sept. 3 to alert them to the reasons for removing the ATM that had been on-site inside their plant.


Description:
called Regina to talk about payroll issues and introduce myself. I scheduled a meeting for Tuesday June 3 at 8:30.

We are invited to attend their annual employee spring fair Friday June 13 from 7 am to 3:30 pm. She said to plan on 200 employees.


Description:
went to discuss payroll and look at set up for the benefit fair next Friday. I met Patty who is the local payroll representative. She said that she will discuss options with corporate office payroll manager Siad (man). They use ADP to process payroll. Their corporate office is located in Elizabeth, New Jersey. They have approximately 200 employees there. They also have an office in Elizabeth, Tennessee(200) and Panamoa california(500 employees). 

Personal info on Regina, She has a daughter named Lindsay that is 8. She is an avid golfer and has been taking lessons.


Description:
left message with Regina Smith about attending benefit fair on the 13th. Regina asked me if they could attend.


Description:
Attended their annual benefits fair with the following results: Saw 114/ 32 new members/6 checking apps/4 new direct deposits/25 payroll deductions/2 Holiday clubs/2 loan apps.
Gave away 2 $10. Walmart gift cards. Took pens, popcorn, handheld fans. Session was held from 7:00 am until 3:15 pm. Other vendors: Sams Club/Nextel/The Salem Center/Edward Jones/Aflac. Also opened 1 membership for The Salem Center and 1 membership for Temporary Resources. Accompanied by Bwilson/Apacyga/Mgarcia/Dfoster. Future events should have multiple Spanish-speaking representatives. At the time. 35% of their workforce is Hispanic. Sandra Valenca was called to assist during lunch period.


Description:
I called to talk with Steve Wheatley about the DW Golf Tournament.  I left a message with my name and number for him to return the call.


Description:
I mailed the holiday premium to this company.-KM


Description:
Visit was made by Brooke W. and Heather Allen who visited with Pam Huffman. They took her to lunch and discussed payroll issues. "In talking with Pam and Shirley Rietzel, Kroehler now has over 300 employees working at their plant in Conover. Currently, there are only 60-65 participaiting in payroll deduction. Pam suggested that there would be much higher participation if there was an ATM or service center nearby".  See file for complete report.


Description:
I called Pamela Huffman to arrange an on-site visit.  I left a detailed message on voicemail with my name and number stating the purpose of the call.


Description:
Debra Jones and Ron visited with Jennifer Lee.  We are to arrange another sign-up at location sometime in late Aug-early Sept.  Membersjhip there is aware of new location on Patterson Ave.  They visit location all the time and very pleased with level of service.


Description:
The guard at the gate house was unable to contact Jennifer. She called me the next morning to say thank you for the holiday premium.-KM


Description:
Jennifer Lee and DeAnna Ledbetter attended the Annual Sponsor Company Luncheon.  Both completed the sponsor company survey.


Description:
I received a call from Jennifer Lee requesting our presence at their Health Safety and Environmental Fair on June 27th.  The event is scheduled from 8:30 a.m. until 4:00 p.m.  It will be held outside between the two buildings under a tent.


Description:
I called Jennifer to let her know that we would indeed be present at the Health, Safety, and Environmental Fair.  She reinforced that there would be approximately 300 to 350 employees who will be seen at this event.  She anticipates other benefits providers to be present such as Partners.  She stated that the event is typically well attended.  I asked if she would like for me to provide a poster announcing our presence at the event and she stated that there will be a memo sent to all employees and she would include information about Allegacy being present for this event.


Description:
Assisted with attendance at this company's annual health fair where we talked with 164 employees about AFCU products and services. A majority were already AFCU members but we enrolled 6 new members, accepted 4 new checking account application, 1 new Holiday Club, and 1 Mortgage referral.


Description:
I planned and attended an information session for the employees.  The company was conducting its annual employee health fair and Allegacy was invited to participate with other benefit providers.  I also asked Jennifer if we could conduct an information and enrollment session for the office staff.  On previous visits we have seen mostly hourly employees.  The administrative employees are housed in a separate facility across the street from the warehouse.    

We conducted a drawing and gave away a $25.00 WalMart gift card.  

Premiums:  pens, popcorn, personal fans, and lip balm


Description:
left message for Jennifer Lee(03-03-2003).She calld back about annual Health fair .We will go on June 2003!


Description:
Left a message about an enrollment in June 2003


Description:
benefit fair is scheduled for July 15th. Jennifer will call back with more details. 8:30 -4:00


Description:
Anya Pacyga,Elizabeth Golber,David Foster assisted with attendance at this company,s annual health fair where we saw 128 employees. A majority were already AFCU members,but we enrolled 8 new members,accepted 4 new checking accounts appl,2 payroll ded,2 visa appl,several Mortgage referral


Description:
talked with wanda and set up appointment for 5/26 at 10:00 - cp


Description:
Met with wanda and eunice dudley.  Eunice is on the LSB Community Board.  They are interested and would like time to review the materials.  "Sounds Great"  and will follow up. - cp


Description:
talked with mark stevens about safe passage using dudley travel for the travel service.  He was excited about calling them as soon as they know more about the program.  I also called dr. Dudley back to let her know about the program and the stages that it is in.


Description:
Dr Dudley has not made a decision yet.  She wants to discus with her steering committee. She asked for me to follow up with her in 3 weeks. - cp


Description:
stopped by to see Dr. Dudley about decision on credit union.  She was not in. I left my business card - cp


Description:
called and left message on voice mail - cp


Description:
Dr dudley returned my call to say they still had not made the decision on the credit union, she will get back with me soon. - cp


Description:
talked to dr dudley again and still no decsion.  I told her about the kernersville office and she was excited.  Will follow up again - cp


Description:
left message on voice mail for dr dudley.  I mentioned the office being open in december. - cp


Description:
left message for dr dudle y on the status of the kville office and their status on joining.  - cp


Description:
talked to kay and she said she is sending letter but other things have taken priority.  Should be sending it soon. - cp


Description:
saw mrs dudley to give xmas gift and to check on status of the decision.  She said they had not decided but was excited about the new name and the kville office. - cp


Description:
I called to speak with Mrs. Dudley about a followup visit regarding their affiliation with Allegacy Federal Credit Union.  I spoke with her assistant and left a message including my name and phone number.


Description:
Mrs. Dudley returned my call and stated that the reason that she had not been back in touch with me was due to resistance from her payroll person.  Deborah Bolinsky is the Payroll Manager and is responsible for the processing of the payroll for all five of the Dudley companies.  Mrs. Dudley works directly with the Dudley Beauty School System (4 locations), the Dudley Inn and Conference Center, and Dudley Travel Agency.  She stated that these three groups have approximately 80 to 90 employees.  She stated that she will send in a letter requesting affiliation for these three groups.  None of these groups presently offer payroll deduction/direct deposit to the employees.  Her feeling is that if she breaks Deborah in slowly on these groups, she will eventually come around to accepting the idea that Dudley Products employees should be eligible for credit union membership.


Description:
Cathy Powell and I took Mrs. Dudley to lunch at The Pegg House Tea Room.  We talked with Mrs. Dudley about affiliating with the credit union.  She liked the idea and stated that she did not see a problem with signing on.  Upon return to fher office we encountered her payroll person, Deborah Bolinsky. is very obstinate and disagreeable about the adding this benefit for employees.  The company would be exception payroll.  They do offer payroll deduction to BB&T, but they do not offer direct deposit.  ADP is the payroll processor.  There are currently five different companies under the corporate umbrella, Dudley Travel, Dudley Beauty Schools, Dudley Inn and ????.


Description:
I called on June 26th and was told that Mrs. Dudley would be out of the office for the next few weeks and that I should call back after July 8th.  At that time no messages were being left in her voice mail box.  I called back today and I left a message on voicemail.  I asked that she return my call.  I did state the purpose of my call which was to find out if she is still interested in possibly offering credit union services through Allegacy to the employees as a non expense benefit to her company.


Description:
Spoke with Robin Smith. She asked that I mail a packet so that she could review.  Sounded interested. Has mostly service workers.  Explained SEG Rep's role and its importance. She is very busy. Told hr I would call her back in about two weeks.


Description:
Spoke with Robin who said they are in the review process now and should know within the next two weeks if they were interested in having a credit union.  She was impressed that we would open a branch there for them. Told her I would call her back in three weeks.  If they are interestes, she wants a presentation.


Description:
Mailed requested information.  Called Diane Loy to let her know that information was in the mail and that she should receive by Tues. June 20. If she needs anything, gave her Karen Morgan's number.


Description:
Spoke with Diane Loy. Mtg. Scheduled for June 22 was delayed until after July 4.  She received information and will let me know results of meeting.


Description:
Spoke with Diane Loy who said that their meeting to discuss the cu had not been


Description:
Spoke with Diane Loy who said that their meeting to discuss the cu had not yet been re-scheduled.  She will let me know when she finds out the new date.


Description:
Spoke with Diane Loy who said that their summer had been so hectic that no further action had been taken regarding a credit union. She will check with Robin Smith and call me back.


Description:
Called for Diane Loy or Robin Smith.  Diane no longer works there and Robin in on vacation until January 29.  Will followup


Description:
Visited with Robin Smith who was on her way to a doctor's visit. Robin said that she had the information I had provided earlier to Diane Loy regarding credit union comparisons, etc. but that during February they are dealing with Workmens Comp, in March they will handle a flexible spending account, and that she may be able to present the credit union in April.  She suggested I call her back in late March or early April.  Will follow-up.


Description:
Carol Knouse and I went to Greensboro to meet with this company.-KM


Description:
I returned a call to Cathy Allen from a message that was forwarded by Karen Morgan.  Karen had been in contact with this group to determine if there is sufficient interest in having a reenrollment.  There are three employees who are interested in joining and one employee who is already a member with many questions.  I offered to come out and meet with the employees on Tuesday, October 9th from 9:00 to 11:00 a.m.  She is also going to allow time for other employees who may have missed the initial announcement.


Description:
Robert Atkinson and his HR Director want to look at the packet in more detail.  I have tentatively set a luncheon with them, Frances and myself for 3/1.-KM


Description:
Angie Mahaffey and I met with MedCost.  They currently have Summit CU. Carol Ann said that she will not promote one credit union over another.  She and her associate, Robert seemed interested in AFCU.  She was to meet with her manager Thursday afternoon. I will check back with them next week. I hand wrote thank yous to Robert and Carol Ann.  I also sent him some information on ShareBuilder.**She is not in favor of a group presentation.  The staff can not leave their desks for more than 10 minutes.  She did seem agreeable to having someone set up materials in a cube and meet with the employees one on one during the course of a day.-KM


Description:
I called Carol Anne to find out if they have any employees outside of the area.  She said that most everyone is in WS.  They have a few recruiters in Charlotte.  I mentioned our location and soon to be location there.  She said she thought they were already members.-KM


Description:
Frances Campbell and I held a presentation for four employees between 8:30-9:00.-KM


Description:
FC & I held an enrollment session between 9:00-9:30, 7 employees attended.-KM


Description:
FC & I held an enrollment session at 9:30, 7 employees attended.-KM


Description:
FC & I held a membership enrollment at 10:00, there were 12 attendees. We stayed at MedCost until 5:10. We gained 33 new members, 4 family member apps, 3 holiday club accounts, 5 checking accunts and payroll deduction request from 2 current members.-KM


Description:
Delivered holiday gifts for Robert Atkinson and Carol Ann Schachtschneider. Carol Ann is off this week and Robert was out of his office. I spoke at length with rhe receptionist, Delores Garraghty regarding her personal financial affairs. She attended a S.Passage seminar but has never followed up with it. Will call SP to refer.


Description:
I left a message for Robert Atkinson.  He is to adivise me whether or not they want an enrollment.-KM


Description:
Accompanies Karen and Frances on an enrollment at this company. Communicated a request to Brooke in Support Services to change the FAX number we are using to hve the payroll information go directly to the Payroll Rep. The new fax number is 970-2027..


Description:
I am not re-keying as a visit as I have entered the information under this company's affiliate, MedCost Benefit Services, Inc.  Please see notes for 6/19/02 for cross reference.-KM


Description:
See note in file from Wanda Owen, Director of Managed Care Operations.


Description:
Called Robert Atkinson to see if he would agree to be interviewed for the upcoming issue of InTouch. He said he would be happy to be featured. I also asked Robert to remember to call me when it is time to re-visit his employees. He said it would probably be in the spring. Will put a note in my calendar to remind him.


Description:
I tolked with Robert Atkinson.I asked him  about an enrollment.He said it will be in May. He will call to me back next week about day and time.


Description:
I will go for an anrollment from 8.30 to 12.30 on May,6th.


Description:
Enrollment (05-06-2003) I and Patti sow 16 employees(4-current members) with the following results:12 new members,6 checking accounts,2 Holiday Clubs,9payroll ded,4 direct deposits,2 Youth acct,2 visa appl,3 car ref


Description:
received a call from Robert Atkinson. He said that his company purchased Piedmont Administration they have about 70 employees and they are based in Greensboro. He said they are maintaining a seperate name. He is checking to see if they are paid by Medcost or Piedmont and will call me back. If they are paid by Piedmont, they will need to complete administrative paperwork with NCUA to be added as seperate SEG.


Description:
I talked to NCUA. They said that since this company is an affiliate, that they can write a letter to us explaining the purchase of the new affiliate detailing the effective date, the change in total number of employees and the change in locations. I called Robert and explained to him. He is going to write up and mail to me on Tuesday. He will email me back to schedule enrollments for staff in September.


Description:
Received information from Robert regarding Piedmont Administrators. I have completed a Housekeeping ammendment and sent to NCUA.


Description:
Received a call from NCUA that I will have to add as a seperate group on the internet application for approval. I asked him if this letter from Medcost will suffice and Joe said yes.


Description:
Added Piedmont Administrators, LLC to field of membership approved by NCUA 9-23-03. This is a subsidiary of MedCost.


Description:
Donna Gordon is a member via her husband's employment(?) with RJR Tobacco. She has been thinking about affiliation with a credit union for the company but they have two big accounts with local BIG banks.  She is very concerned that the banks will not approve of their association with AFCU.  She brought up the fact that Mullen-Long Haymes Carr is one of our affiliates and I mentioned Coyne-Beahm and Walt-Klein as two other ad agencies who are affiliates.  She asked that I send her a package.   She plans to plant some seeds of thought to her group.  She said that it could take as long as 6 months for them to decide.-KM


Description:
I left a voice mail for Donna Gordon to call back.-KM


Description:
Donna Gordon herself is very enthusiastic about the offer to affiliate with AFCU.  Her coworkers are not however.  I wrote her a follow up note to say that the offer is still open. I am marking this file as lost.-KM


Description:
Chip Morgan and I have an appointment on Friday, 2/9 at 10:00 am. He said that they have a referral arrangement with Southern Community Bank where they can get commissions, etc.  I stressed that this is an employee benefit and not a referral situation.  They also have an office in Kernersville.-  I am guessing at the number of employees as being 30.  I will confirm this on Friday.-KM


Description:
I met with Chip Morgan.  He will survey the employees. I will check with him in two weeks.-KM


Description:
Chip Morgan did survey the staff.  They do not wish to as a company affiliate with us.  He said that 3/4's of the staff are members with various credit unions.  They also have an arrangement with Southern Community Bank.  I advised him that the offer is still available should they reconsider.  I also feel that they are concerned about an overlap with their own business interest and markets in light of the fact that we have The Safe Passage group.  The Phoenix Co offers insurance products, financial planning, etc.-KM


Description:
I mailed a package to Dr. Harrell and emphasized that we are the credit union for Elkin Health Care, etc.-KM


Description:
I called the office.  Dr. Harrell was with a patient.  I will call back.-KM


Description:
Connie Owenby, the owner's wife (?), said she did not think they wanted a credit union.  She did not say why. She took my name and number and seemed like she would call back.  The phone is answered, "Kernersville News and Carter Office Supplies".  She said that she had joined when she worked for Forsyth Hospital.-KM


Description:
Per Connie, the owner's wife, the owner has had some medical issues. Connie will ask him to call me back so  that an appointment can be arranged.-KM


Description:
Connie called to say that Mr. Owensby needs six months before he could consider an appointment with us.  He is recovering from surgery. I will mark this as a lost account and follow up in November.-KM


Description:
My husband knows one of the project managers at this firm.  He is interested in this benefit of cu affiliation and asked that I contact the office manager, Robin Mangum.  I sent her a package and she said that maybe we can set an appointment in a couple of weeks.-KM


Description:
I left a message for Robin Mangum to call back.-KM


Description:
I left another message for Robin Mangum to callme back.-KM


Description:
I left a message for Amy Motsinger to call me back.  She said that their parent company is in Switzerland. Luwa Bahnson of Winston-Salem employs 100 people and they have many offices in the US. I have an appt with her on Wed. 2/14 at 8:30.  I have asked Support Services to accompany me.-KM


Description:
Brooke Walsworth and I met with Amy Motsinger, an HR Administrator who had been employed with RJR for 18 years and is a member of AFCU; Robin Summers, the Accounting Manager; and Jackie Stoll, the Manger of Human Resources.  They are very interested in the offer to affiliate.  They own Logan Heating and Air.  They do not know if they have a credit union.  Luwa has other locations and owns other companies.  Between Luwa and Logan there are 300 employees.  They will have a manager's meeting in a month and may know whether they will pursue this.-KM


Description:
I talked with Jackie Stoll.  She said they are very interested in affiliation  They will not be making a decision, however, for 2 or 3 months. They are implementing a new HR system and that has delayed a lot of things. She said it is ok to check back with her toward the end of May.-KM


Description:
Called Jennifer and scheduled their enrollment for between 75 and 100 office and admin. Staff for Jan. 8. Jennifer will e-mail the names and addresses of field sales employees.


Description:
Carol Knouse, Frances Campbell and I handled a sign-up for this SEG.  We signed up 25 of 46.-KM


Description:
Received request for admission and factors to consider.


Description:
Working from the employee listing provided by the company, determined that 18 of their 22 employees are already AFCU members. Re-coded the appropriate accounts. Prepared 4 new member packages and sent inter-office to Judy Browder in JRI HR who will prepare a cover letter and send to the 4 employees who are not currently members.


Description:
Per Michelle Kinney of our Call Center, we can call the numbers listed on the profile screen regarding employment verification.-KM


Description:
See Georgia Data for past hisstory on this account.


Description:
Received a call from Wanda Burcham. (See notes under Georgia Data). Also, the packets Wanda is using are from Dec. 2001. They have had a hiring freeze since May, 2002 but have recently started hiring replacements for those who have left. Mailed 15 packets today.


Description:
Received an email from Wanda Burcham relative to a new employee who wants to join AFCU. I requested a time when we could come onsite to promote the credit union but Wanda said that she already does that. She gives new hires a membership packet and encourages credit union membership. 
I thanked her for supporting this benefit program.


Description:
I have scheduled an appointment with Mr. Beck.  He said that they are looking to hire 3 people.  Also, they have volunteers.  He is a member via his wife's employment with Calvary Baptist Church. He is interested in the proximity of our new HQ.-KM


Description:
I met with Tom.  He is very interested in AFCU.  They hve 9 employees, 4 volunteers, and 8 Board Members, Teresa Espisito is one and also attoneys and MDs.-KM


Description:
I spoke with Tom Beck today to schedule the enrollment.  He said that Fridays are best.  He will call back with a specific time and date.-KM


Description:
Joan Black and I conducted an information and enrollment session for the staff.  We saw six employees and received four completed new membership applications.  

We took Krispy Kreme doughnuts and gave Post It notes, pens and popcorn as premiums.


Description:
I stopped in to deliver the holiday premium and to talk with Tom Beck.  Tom stated that they are extremely busy as usual and that he is not happy with the level of service that he is receiving from his current bank.  He said that he will probably move his checking account to AFCU.  He stated that because he is so busy he has not had time to open the account.  I asked if I could help in any way.  He has all the materials and just needs time to take care of his own account.  He is joint on his wife's share account.


Description:
I called Tom Beck to ask if it would be possible for me to schedule a reenrollment for the staff.  I explained that we like to revisit new groups after six months of membership and come back to the site to discuss credit union membership.  He stated that he would need to check the calendars of the staff and that he will give me a call back and let me know a date and time that would be convenient.


Description:
I called Tom to ask if it would be possible for us to obtain a listing of those who are employed there.  He stated that he will provide this list.  I was also able to schedule the re-enrollment for this group, it will be Monday, April 22nd at 9:00 a.m.


Description:
I conducted an information session for the employees.  I saw a total of seven employees.  I received one completed new membership application, and one holiday club.  I completed one payroll deduction request.  I talked with the current AFCU members about issues regarding their accounts.  There were numerous questions about services and benefits available through AFCU.  Tom had several questions about our accounts, including a request for information on our mortgate accounts.  He is very interested in our money market account rates. He is joint on his wife's account through Calvary Baptist Church.  Dr. Dean's brother David Bruce is very interested in ShareBuilder as an option for his young son. I also received two children's accounts from Melissa Hutchens, one Blast Off Club and one Access Teen.  Tom also gave me a list of names and social security numbers of the employees.  I was able to recode the existing members from Segal to their proper place.


Description:
I have a phone interview arranged with Mr. Harris.  He is interested in this benefit.-KM


Description:
Bob Harris said he had not reviewed the package yet.  He asked that I call him next week.-KM


Description:
I was reviewing my "in process" files and found that The Children's Home was still pending.  I see that Carol Knouse has marked this as a lost account.  I concur as they have had a lrecent large layoff of employees.-KM


Description:
I had an appointment set earlier with Mr. Hibbett, Jr.  I had to reschedule due to being in the mortgage department over the last two weeks. Due to his staffing levels, he requests that I call mid July to set the appointment.-KM


Description:
I left a voice mail for David Hibbets to call back re: affiliation.-KM


Description:
I made a sales call to IntaLinx.  This company's VP of Sales and Marketing, David Hibbett, Jr. has several other companies that he involved with.  His spouse manages a PACU branch.  He is very pro-active on credit unions.

I left a package with him for review.  I will follow up with him.-KM


Description:
Tina McHone, Carol and I conducted an information and enrollment session for the employees.  We took cookies and held a drawing for three $10.00 Applebee's gift certificates.


Description:
With Frances C and Joan Black enrolled new members. Saw 30 (2 were already members) and enrolled 18 new members.


Description:
Carol, Joni Black and I conducted an enrollment session for the employees during their lunch hour.  We saw thirty employees, we received 18 completed new membership applications and saw two members who are to be recoded to reflect that they work at the Hawthorne.  

We held a drawing for two $10 Applebee's gift certificates.


Description:
I stopped in to deliver the holiday premium and I was able to talk with Sue Haddon.  Sue stated that she recently purchased a vehicle and financed it through AFCU.  She stated that she called numerous times over a two day period and was on hold for over an hour on two occasions.  She stated that when she did get through she was transferred to Anytime Access in Atlanta and not connected to a local office.  She did say that when she was finally able to get through to Connie Essick, she received the royal treatment including an apology for her inconvenience.  She did obtain her loan through us.


