Workflow Guides
This folder contains various articles that have step-by-step workflows for Sales, Servicing, and Renewal.
Everyone in the Agency should follow the same procedures and be able to confidently answer any question that comes up later about what they sold, what they ...
Thu, 19 Dec, 2024 at 6:39 PM
Welcome to the Quoting Personal Lines in and out of the Personal Lines Rater workflow, which can only be used for Personal Lines of Business. This is a step...
Thu, 19 Dec, 2024 at 5:09 PM
Welcome to the Quoting Commercial Lines workflow, which can only be used for Commercial Lines of Business. Check out our Quoting Personal Lines in and out o...
Thu, 19 Dec, 2024 at 5:25 PM
Welcome to the Direct Appointment Binding Process workflow, which can only be used by those who have direct contracts with companies. This is a step-by-step...
Thu, 19 Dec, 2024 at 5:32 PM
Welcome to the Binding Process with MAP Underwriter workflow, which can only be used by those who have shared carriers from a Market Access Provider (MAP). ...
Thu, 19 Dec, 2024 at 5:46 PM
Welcome to the Generating ACORD Form, Agency Forms, and Agent/Broker of Record workflow. This is a step-by-step workflow to complete the task of generating ...
Thu, 19 Dec, 2024 at 5:57 PM
Welcome to the ID Cards, Binders, Evidence of Insurance, and Certificate Masters workflow. This is a step-by-step workflow to complete the task of generatin...
Thu, 19 Dec, 2024 at 6:06 PM
Welcome to the New Policy Issued/Received workflow. This is a step-by-step workflow to complete the task of checking the new business policy for accuracy an...
Thu, 19 Dec, 2024 at 6:10 PM
Welcome to the Endorsements/Change Requests workflow. This is a step-by-step workflow to complete the task of handling endorsements/change requests dependin...
Thu, 19 Dec, 2024 at 6:19 PM
Welcome to the Cancellations and Reinstatements workflow. This is a step-by-step workflow to complete the task of handling cancellations or reinstatement re...
Thu, 19 Dec, 2024 at 6:25 PM