Agency Workspace

The Agency Workspace provides an immediate overview of an agency's policy processing workflow. Queues are arranged vertically that align with the policy lifecycle, starting with quotes and applications at the top.

Each queue shows the number of policies, along with other important details like due dates. A user to choose "View All" to review the items in each queue and access a Policy Record with a simple click.

A user can navigate to the Agency Workspace from the left sidebar.

Saved Quotes and Applications

• The Saved Quotes and Applications Queue provides access to quotes or applications that have not been submitted yet.
• Agents can return to quotes that they started without the need to remember specific details for the Search bar.

If an application is mailed with premium, it is removed from the queue once received. Applications submitted electronically or with premium are either:

1. Automatically issued based on system rules.
2. Routed to the Pending Transactions Queue for manual review.

Pending Transactions

The Pending Transactions Queue displays policies that are being reviewed by Underwriting, and can include policies with all transactions.

• Next Upcoming Due Date: Indicates the deadline for agent-provided information.
• Oldest Submitted Transaction: Highlights the oldest unissued submission to monitor timeliness.

Policies can be filtered and sorted to show specific listings, such as those needing additional documentation, more premium, or cancellation. They will be marked with easily identifiable flags.

Pending Renewal Payment

The Pending Renewal Payment Queue lists all billed policies (including rollover transfers) awaiting payment. By selecting View All, agents can:

• Review policies.
• Accept electronic payments.
• Generate renewal declarations pages immediately after payment.

Expired Policies

To assist with retention, the Expired Policies Queue displays expired policies within a 30-day window (expiration date + 29 days). Agents can:

• Follow up with insureds to prevent coverage lapses.
• Accept real-time electronic payments to renew coverage before the policy is removed from the queue.

After 30 days, the policy can no longer be renewed, requiring a new application, current rates, and applicable waiting periods.

Non-Renewals

The Non-Renewals Queue includes policies that cannot be renewed due to:

• Community suspensions.
• Unreformed provisional ratings.

Newly Issued Transactions

The Newly Issued Transactions Queue shows policies issued, changed, canceled, or renewed within the last 30 days. Selecting View All provides access to recent transactions, helping agents address queries efficiently.

Additional Features

• The Right-Hand Sidebar displays Bulletins and Notifications to keep agents informed of updates, new requirements, and system enhancements.
• The Search Bar offers universal access to all system records, regardless of their status.