Missing Carrier Appointment

Susan Hamilton-Bastida -

If you’re having trouble locating a contract that was processed, it may have been filtered to a different folder.

 

 From your Home screen > Info & Appointments Page> Choose a Producer card click the Appointments hyperlink:

 Producer_Card.jpg

While an appointment is being processed it moves between 3 different stages: Producer, BGA, Carrier (All open Appointments).

Appointment_screen.png

When an appointment is completed or discarded it is removed from the Open appointment folder and moved to the Completed or Discarded folder.

To see all appointment folders, from the appointment page, on the top left-hand corner click the filter button

Appointment_Filter_button.jpg

And choose what folder you would like to view

  appointment_filter.jpg

Integrated carriers are designed to automatically re-status the contract to a “Completed” status after processing and file the record away in the matching “Completed” folder. 

Essentially the contract is moved from “OPEN” to “COMPLETED” right after processing the request.

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