Workflow Guides
This folder contains various articles that have step-by-step workflows for Sales, Servicing, and Renewal.
Welcome to the Claims Management workflow. This is a step-by-step workflow to complete the task of handling Claims depending on if the insured contacts the ...
Thu, 19 Dec, 2024 at 6:27 PM
Welcome to the Renewal/Rewrites workflow. This is a step-by-step workflow to complete the task of handling high or low risk renewals and how to handle rewri...
Thu, 19 Dec, 2024 at 6:32 PM
Welcome to the Commercial Audits workflow. This is a step-by-step workflow to complete the task of commercial audits on the commercial business lines polici...
Thu, 19 Dec, 2024 at 6:28 PM