Submission intake
Broker submissions cleared and set up for the underwriter
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the submission documents and the account records
Reads each broker submission, checks it for the applications, loss runs and schedules the line requires, and clears it against existing accounts
Checks completeness and clears the account
Sets up the account and the submission record and requests what is missing from the broker
Sets up the record and ranks the queue
Ranks the day's submissions by appetite fit and premium so the underwriter starts with the right ones
Works in
Salesforce, Box, ServiceNow
Salesforce, Box, ServiceNowWhat it does
- Reads each broker submission, checks it for the applications, loss runs and schedules the line requires, and clears it against existing accounts
- Sets up the account and the submission record and requests what is missing from the broker
- Ranks the day's submissions by appetite fit and premium so the underwriter starts with the right ones
Connects to
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