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PolicyEx. … with a unique username & password. Each case manager will login through their own distributor’s website…. user123. *******. The orange section is designed for you to see all policies that need your immediate action.
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… with a unique username & password. Each case manager will login through their own distributor’s website… user123 *******
The orange section is designed for you to see all policies that need your immediate action Your Distributor Dashboard is broken up in to two sections that allow you to constantly track the delivery of all policies.. The blue section includes all the policies in the “normal” delivery process.
Workflow people provide visual queues as to where they are in the policy delivery process. Each workflow person represents a specific role in the distribution process. For example, these show a four tiered process representing a: Carrier Distributor Agent Consumer .
This silhouette indicates the policy is pending delivery to the next person in the workflow. When the workflow silhouette is solid green this indicates the policy has been sent to the next person in the workflow. A black silhouette indicates the policy was canceled by one of the people in the workflow. A grey silhouette indicates the policy has not been sent to the next person in line. An orange silhouette with a ? indicates a change request has been made and the policy is back to the carrier. A solid orange silhouette indicates a change was requested by either the agent or distributor which sends the policy back to the carrier
The distributor dashboard also supports a multi-carrier environment. All columns in the dashboard are sortable. .
A distributor’s case manager can conveniently click on a PDF output of the entire policy, which can be stored for long term archiving. .
To avoid wasting time scrolling through policy pages, the distributor’s case manager can click on policy summary page. The policy summary section highlights the important parts of the policy. .
A quick visual aid highlights the workflow people. The activity history section provides a step-by-step historical view of the life of the policy, including who performed what step and when. A convenient link allows you to view a PDF output of the entire policy. .
CHANGE REQUEST Rejects the policy for changes required. Sends the policy back to the carrier for changes. Back date save to age.
DECLINE OFFER Rejects the policy for declined offer. Policy becomes inactive in PolicyEx. Once a distributor declines an offer it cannot be undone. Client does not want to accept an offer of standard NS.
E-DELIVER TO AGENT Indicates that the Distributor is approving the policy and sending notification to the agent for approval. By clicking the search button, the distributor case manager can enter a name or e-mail address that will pull up the agent’ information to send the policy to them Once the agent is found in the system, click on the Send Policy to agent button and the policy will be on it’s way to the agent.
Sample e-mail the agent gets when a policy is sent to them. This URL will redirect the agent to the Agent’s Portal – where they will log in with their UN/PW.
PRINT AND HAND DELIVER Distributor can print a non-watermarked copy of the policy for signing by the consumer. A red silhouette will appear to show that the policy has been printed.
REQUEST EXTENSION Sends a request extension to the Delivery date to the carrier. Does not interrupt the ePolicy delivery flow.
