Managing Your Producers Appointments
Navigating to a producers Appointments page:
Info and Appointments
Bring up producers Profile Card
Appointments Link
Sorting Producer Appointments:
All Open
Encompasses all requests that are Open
Producer
BGA
Carrier
At BGA
Submitted by Producer. Not yet Processed by BGA
At Carrier
Processed by BGA
At Producer
Requested by Producer. Not yet submitted to BGA
Completed
Requests moved to Completed status by Agency
Discarded
Requests moved to Discarded status by Agency
Appointments page Icons:
Legend Button
White Clock
Review Request sent less than 24 hrs ago
Yellow Clock
Review Request sent more than 24 hrs ago
Red Flag
Review Request sent more than 48 hrs ago
Green Check
Appointment paperwork review completed
Appointment paperwork has been sent
Download Button
Saved forms
Clicking on Appointments Screen Icons:
White Clock
Re-send review request
Yellow Clock
Re-send review request
Red Flag
Re-send review request
Green Check
Shows reviewed on date and reviewers IP Address
Regenerates the e-mail that was sent during processing
Download
Shows folder on PC/Network where appointment forms are stored
Add Comment:
Single click on carrier name
Click Add Comment button
Enter comment in comments section
Do not show to producer
Press Save
Move appointment back or to various stages
Example: Move from Carrier back to BGA
Click BGA radio button.
Click Save
Example: Move to Completed
Click Completed button
Input Agent number if possible
Click Save
Discard an Appointment
Click on Discarded
Add comments if needed
Do not show to producer
Click Save
Open an Appointment for Processing:
Double click on Appointment
Proceed through Steps 1 thru 5
Add schedule
Choose where to e-mail
Press Process
Comments