Work Inbox

Chris Toth -

Work Inbox

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

 Work_Inbox_1.jpg

 

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

Work_Inbox_2.jpg 

 

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.

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Filter Selection

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

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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.

 Work_Inbox_7.jpg

 

Adding Comments:

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

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  • 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.

Work_Inbox_8.jpg 

 

What does a YELLOW  and GREEN status button mean?

      • If the status button is GREEN green.jpg, it means the contract was requested in the last 24 hours
      • If the status button is YELLOW yellow.jpg, it means the contract was requested in the last 3 days.
      • If the status button is RED workinbox_-_RED.jpg , 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.

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