This storyboard does not have a description.
I can see expiring policies and policies in the renewal/marketing space
I can see my workspace showing my policies being serviced
I can select policies to start the renewal process
I can also re-enter the workflow from a suspended state
New workflow creates a template submission group and allows editing of data
Existing Submission Groups display a list w/visual indicator of status
I can select and update forms, choose my carrier(s) and then distribute my submission packages to the carrier(s)
My carrier responds, I can gather up the quotes for a proposal to my customer and bind a new policy
Explore Our Articles and Examples
Try Our Other Websites!
Photos for Class
– Search for School-Safe, Creative Commons Photos! (It Even Cites for You!
– Easily Make and Share Great Looking Rubrics!