Work Inbox

SureLC  provides a means of tracking processing contracts to help organize the various stages and follow-up with the carrier and Producer.

 

 

Contract Status

Only open contract status requests are tracked in the Work Inbox.  When the request is either moved to a Completed status or discarded, the request is removed from this workflow.

Open Contract status:

• BGA/AGENCY - Requests awaiting the BGA/Agency to complete and submit to the carrier.
• PRODUCER - Requests awaiting activity from the Producer to proceed.
• CARRIER - Requests submitted to the carrier and awaiting carrier approval.

Closed Contract status:

• COMPLETED - Requests approved by the carrier.
• DISCARDED -  Requests that were initiated, not approved or are no longer relevant, and have been discarded.

 

 Choose your Workflow view

 

Select how you would like to view your open contract requests. 

• Group by Carrier
• Group by Producer

 

 

Open Contracts 

View how many contracts are open and filter your work inbox to focus on a specific contract status or date range. 

• Choose a  status option.
• Your Work Inbox list displays those contracts with the selected status.
• To sort your list in a selected date range, select ALL.

 

 

Filter Selection

Filter your report further to check status with each carrier in one follow-up phone call.

 

 

Double click the carrier or any status within the carrier record to display the Producer list corresponding to your selection. 

• Double clicking the carrier name - Displays all producers with an open status request with this carrier.
• Double clicking the Agency count  - Displays any producers with an open agency status request with this carrier.
• Double clicking the Producer count  - Displays any producers with an open producer status request with this carrier.
• Double clicking the Carrier count  - Displays any producers with an open carrier status request with this carrier.

 

 

Adding Comments:

Click status in each record to add a new comment.  Only the most recent comment posted displays in this page.

 

• Select NEW Status corresponding to the new comment being posted by selecting one of the radio button options.
• Add your notes in the comment section.
• If you don't want the comments to display to the Producer, select DO NOT SHOW TO PRODUCER .
• Click SAVE

 

Comments posted in the Work Inbox  transfers to the Producer Appointment record.  See the following example screenshot.

 

 

What does a YELLOW  and GREEN status button mean?

• If the status button is GREEN , it means the contract was requested in the last 24 hours
• If the status button is YELLOW , it means the contract was requested in the last 3 days.
• If the status button is RED  , it means the contract was requested over 3 days ago.

 

Review/Re-process the contract

• Click the pencil in each record to open the contract request which takes you to step 1of 5 in the contract process.
• To return back to the Work Inbox report, click QUIT.

 

Once a contract changes to a CLOSED status (Completed or Discarded), the record is removed from the Work Inbox.