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EB Business Process Enabled by SFDC CURRENT STATE (Sales teams track…

- - - - RGO adds customer prospect and/or opportunity to SF
        
        Auto generated email is sent to home office/ centralized rating unit (CRU) via SF
      - CRU mailbox receives email and the Opp is assigned to CRU/Underwriting (UW) team member
        
        Once all info needed to quote is received by CRU/UW, SF is updated to show information received, and the case is rated in RAPS
        
        Rate Comparison Spreadsheet (RC) and other documentation is saved to the K drive
        
        Opp is released to RGO via outlook and status is manually changed to sent to RGO by CRU/UW
        
        Integrating Outlook and SF will track and validate this activity and trigger the status change
        
        RGO may appeal or request a requote from the CRU/UW. If so, UW will process in RAPS, note requrote/appeal in SF, save documentation to K drive and re-release to RGO
        
        OPPTY: A requote could be requested via SF and trigger activities to occur. This would show the pizza tracker and all activities and their completion and would create version control around the quotes.
        
        RGO finalizes the proposal in RAPS
        
        1 more item...
        
        Risk rater similar to RS would be helpful here
        
        Adding all groups to SF will create collaboration and transparency, eliminating the need for stored documents on the K drive and secondary systems being used for proposal info collection
        
        If additional information is needed, it is requested by the CRU/UW and the status is changed in SF to "information Requested"
        
        RGO requests information from Producer