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Storyboard Text

  • 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
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