Check and Review Roll Call jotform that was submitted.

Scan all the mail from the prior business day and move it into Scanned Files directory for processing.

Review Open Tickets for Ticket Status/Progress.

Review the Policies in Force for the Agency.

Review and update / fetch new bank transactions on Trust Account Balancing Sheet.

Review and update / fetch new bank transactions on Business Account Balancing Sheet.

Review and Process Agency Billed policies from any POS Submissions.

Review and Process direct bill payments that came into the agency.

Review the Bank Acc Envelopes and Destroy the Checks for Cleared Transactions.

Review and Update TMC Summary for all AMs

Review and Update Open Commission Statements. Close between 10th of the Month to the 20th of the Month.

Review and Process Sub Agent Commissions. Pay about 7th of the Month.

Review the Purls for Craig Phelps and Pay Bound Policies.

Review New Employment Candidates.

Review and Close any open Quick Book Transactions.

Review Agency Announcements for Broadcasting Status.

Review Inventory and Equipment Funds.

Review Incoming Referrals to the Agency for Proper Handling.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

I have reviewed my book of business and identified all the upcoming renewals up to the target date.

- Determined the POA to make sure we are on track for what needs to be renewed.

I have reviewed my book of business and identified all the upcoming
Non-renewals up to the target date.

- Determined the POA to make sure we are on track for what needs to be rewritten.

- Created CPA's for non-renewing policies that we wish to rewrite. Not needed if we do not want this client anymore and or referring elsewhere.

 

I have reviewed my book of business and identified all the upcoming
policies that had a significant rate increase of 10% or more up to the target date.

- Determined the POA to make sure we are on track for what needs to be rewritten.

- Created CPA's for the policies that we specifically identify to remarket for rewrite. Not needed if we determine this rate is still the best with the current carrier despite the increase renewal rate.

 

I have reviewed the non-pay sheet to determine if there are any policies that have gone into non-pay status by the insurance carrier. 

- Non-pay status means the policy payment was not made by the due date and or is very close to the due date but no payment has been recorded.

 

Note: Consult with your Team Leader for sprecific instructions and/or workflow to follow to address the non-pay and avoid the policy from cancellation and losing the business.

I have reviewed the PST sheet to determine if there are any policies that need attention and/or require servicing. 

- PST means policy service transaction, examples are adding a vehicle, or adding a driver, or updating the mortage company. Basically, any policy change of any kind and a service transaction.   

Note: Consult with your Team Leader for sprecific instructions and/or workflow to follow and service the policy in a timely manner. 

I have reviewed the PST sheet to determine if there are any policies that need attention and/or requiring the cancellation of the policy.

- This is not referring to policies that are cancelling for non-payment of premium as indicated already on the non-sheet. This is only on policies are are being requested for cancellation by the client and/or policies that we wish to cancel as a result of rewriting a new replacement policy.

Note: Consult with your Team Leader for sprecific instructions and/or workflow to follow and service the policy in a timely manner. 

I have reviewed the PST Card sheet to determine if there are any policies that need servicing

Note: PST Card are completed by the client to request policy changes and/or servicing so we need to make sure they are handled in a timely manner.

I have reviewed the UNT sheet to determine if there are any policies that need attention. These policies have been indentified on this sheet that has an underwriting notice transaction and must be addressed to either avoid an increase in premium and/or possible cancelation. 

- You must review each UNT carefully and get a full (complete) understanding of the issue and only then determine a POA. This requires experience and must be done with the approval of the team leader.  

Note: Consult with your Team Leader for sprecific instructions and/or workflow to follow and service the policy in a timely manner. 

I have created CPA and get them ready for approval for any policy that was indentified either from the book of business, or the non-pay list, or the UNT's that requires a rewrite (aka remarket).

 

Note: CPA's require approval and on TL or experienced manager can do this to determine what to release to the client.

I have reviewed the BOR sheet and processed the BOR for any policy that we are attempting to move into our agency.

 

Note: BOR's require approval and on TL or experienced manager can determine what is the best course of action to take either to BOR and/or rewrite th policy.

I have reviewed the referral sheet and started to work on teh CPA to attemp to write the policy into our agency.

 

 

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

I have reviewed my book of business and identified all the upcoming renewals up to the target date.

- Determined the POA to make sure we are on track for what needs to be renewed.

I have reviewed my book of business and identified all the upcoming
Non-renewals up to the target date.

- Determined the POA to make sure we are on track for what needs to be rewritten.

- Created CPA's for non-renewing policies that we wish to rewrite. Not needed if we do not want this client anymore and or referring elsewhere.

 

I have reviewed my book of business and identified all the upcoming
policies that had a significant rate increase of 10% or more up to the target date.

- Determined the POA to make sure we are on track for what needs to be rewritten.

- Created CPA's for the policies that we specifically identify to remarket for rewrite. Not needed if we determine this rate is still the best with the current carrier despite the increase renewal rate.

 

I have reviewed the non-pay sheet to determine if there are any policies that have gone into non-pay status by the insurance carrier. 

- Non-pay status means the policy payment was not made by the due date and or is very close to the due date but no payment has been recorded.

 

Note: Consult with your Team Leader for sprecific instructions and/or workflow to follow to address the non-pay and avoid the policy from cancellation and losing the business.

I have reviewed the PST sheet to determine if there are any policies that need attention and/or require servicing. 

- PST means policy service transaction, examples are adding a vehicle, or adding a driver, or updating the mortage company. Basically, any policy change of any kind and a service transaction.   

Note: Consult with your Team Leader for sprecific instructions and/or workflow to follow and service the policy in a timely manner. 

I have reviewed the PST sheet to determine if there are any policies that need attention and/or requiring the cancellation of the policy.

- This is not referring to policies that are cancelling for non-payment of premium as indicated already on the non-sheet. This is only on policies are are being requested for cancellation by the client and/or policies that we wish to cancel as a result of rewriting a new replacement policy.

Note: Consult with your Team Leader for sprecific instructions and/or workflow to follow and service the policy in a timely manner. 

I have reviewed the PST Card sheet to determine if there are any policies that need servicing

Note: PST Card are completed by the client to request policy changes and/or servicing so we need to make sure they are handled in a timely manner.

I have reviewed the UNT sheet to determine if there are any policies that need attention. These policies have been indentified on this sheet that has an underwriting notice transaction and must be addressed to either avoid an increase in premium and/or possible cancelation. 

- You must review each UNT carefully and get a full (complete) understanding of the issue and only then determine a POA. This requires experience and must be done with the approval of the team leader.  

Note: Consult with your Team Leader for sprecific instructions and/or workflow to follow and service the policy in a timely manner. 

I have created CPA and get them ready for approval for any policy that was indentified either from the book of business, or the non-pay list, or the UNT's that requires a rewrite (aka remarket).

 

Note: CPA's require approval and on TL or experienced manager can do this to determine what to release to the client.

I have reviewed the BOR sheet and processed the BOR for any policy that we are attempting to move into our agency.

 

Note: BOR's require approval and on TL or experienced manager can determine what is the best course of action to take either to BOR and/or rewrite th policy.

I have reviewed the referral sheet and started to work on the CPA to attemp to write the policy into our agency.

 

 

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.

Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.