Operations (14)

Workflows that support the agency’s daily operations, such as task management, data quality, document handling, and internal processes.

Certificate of Insurance Management

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:22 AM by Richard Rosenthal
Carrier System Notification Coordination

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:22 AM by Richard Rosenthal
Excess and Surplus Lines / Non-Admitted Reporting

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:23 AM by Richard Rosenthal
Fax Management

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:23 AM by Richard Rosenthal
Inbound Carrier Email Management

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:23 AM by Richard Rosenthal
Mortgage Request Management

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:24 AM by Richard Rosenthal
Non-Pay Cancel Follow Up

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:24 AM by Richard Rosenthal
New Business Onboarding

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:24 AM by Richard Rosenthal
Referral Management

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:24 AM by Richard Rosenthal
Reputation Management

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 7:25 AM by Richard Rosenthal