Company Name
Dyad

Product Name
SkySource

Do you operate during U.S. business hours?
Yes

What is your ideal agency size to work with (i.e. number of employees)?
6-10, 11-25, 26-50, 51+

Do you have an E&O Policy?
Yes

Is there an up-front setup fee?
Yes

Is your contract based on a minimum number of:
Full-Time People

Is there a minimum term of engagement required?
Yes

What is the minimum term of engagement?
One year

How long does it take for an agency to get started?
On average from contract signing to production it takes around a month to get started but this can vary.

Do you have a process for terminating a contract?
Yes

If yes, please elaborate:
We ask for a 2-3 month of notice.

Where is your operations center/team based?
India

Is your staff located only on-site in your facility?
Yes

Is the agency able to interview and select its support staff?
No

Do you provide quality control, reviews, and/or accountability for your staff?
Yes

How do you handle quality control, reviews, and accountability?
We have detailed processes and do monthly business reviews with clients.

Which workflows do you support?
A mix of using agency procedures and creating procedures for the agency

Do you use monitoring tools to evaluate staff effectiveness?
Yes

How do you source your staff?
Our staff sourcing process typically involves multiple channels and methods, including recruitment agencies, online job portals, employee referrals, campus recruitment and industry networking.

Do you have specific hiring criteria?
Yes

If yes, please elaborate on your hiring criteria:
Once we identify potential candidates through these channels, we conduct a rigorous selection process, which includes:

• Aptitude Test: Candidates undergo an aptitude test to assess their cognitive abilities, problem-solving skills, and domain knowledge.
• Operations Round: Shortlisted candidates participate in an operations round, where they are evaluated based on their practical skills, technical expertise, and job-related competencies.
• Final HR Round: Successful candidates proceed to the final HR round, where we assess their cultural fit, communication skills, and alignment with our organizational values.

Do you run a background check as part of your hiring process?
Yes

Do you provide benefits for your staff, such as health insurance or retirement?
Yes

What type of industry training is provided to your staff?
Insurance training, Technology training, Product training, Agency operations training, Agency processes

How do you prepare and train your staff to work with the agency’s team?
At Sky Source, we understand the importance of effective collaboration between our staff and our clients’ teams. To prepare and train our staff to work seamlessly with the agency’s team, we follow a structured approach that includes the following steps:

• Onboarding and orientation: We provide thorough onboarding and orientation sessions to familiarize our staff with the agency’s team structure, culture, communication channels, and expectations. This helps them understand their role within the larger team and establishes a strong foundation for collaboration.
• Process and workflow training: We conduct training sessions to ensure that our staff fully understand the agency’s processes, workflows, and systems. This includes training on specific tools, software platforms, and procedures used by the agency’s team to carry out their work effectively.
• Role-specific training: Depending on the nature of the project and the roles assigned to our staff, we provide role-specific training to equip them with the skills and knowledge necessary to perform their duties effectively. This may include training on tasks, responsibilities, and performance  expectations relevant to their role within the
  agency’s team.
• Communication and relationship-building skills: We emphasize the importance of effective communication and relationship-building skills in fostering collaboration between our staff and the agency’s team. We provide training on active listening, clear communication, conflict resolution, and building rapport to facilitate positive interactions and productive working relationships.
• Ongoing support and feedback: We provide ongoing support, guidance, and feedback to our staff throughout their engagement with the agency’s team. This includes regular check-ins, performance evaluations, and opportunities for professional development to ensure continuous improvement and alignment with the agency’s goals and objectives.

What Agency Management System(s) is your team familiar with?
ALIS, Nexsure, PUMAA, and many other vendor systems.

Services provided:
Policy Processing & Servicing, Accounting, New Business, Renewals, Marketing, Operations, Quoting, Rating, Invoicing, Loss Runs, Cancellations, Delinations, Inspection ordering, and more.

What outsourcing services do you not provide?
Telemarketing

Do you have policies and measures around cybersecurity?
Yes

Do you store any agency data on your network?
No

Regarding the devices used by your staff, please select all that apply:
Company provides real-time monitoring of staff devices, Devices are only connected via ethernet cable, Company has control of the computer