Please enable JavaScript.
Coggle requires JavaScript to display documents.
Renewal - Coggle Diagram
Renewal
EQ asks AM's to check info in BOB ~90 days from renewal date
AM's confirm BOB accurate
EQ creates renewal projects for renewing group(s). Completes description and sets owner.
In Renewal Projects, EQ assigns tasks to herself in Phase 1 & 2. Assigns AM one task in Phase 1
EQ Adds her tasks to Pre-Renewal Prep Project
EQ references Pre-Renewal Prep to keep track of her Renewal Tasks.
AM's may reference Pre-Renewal Prep Project for info regarding EQ's tasks like over-all status of Renewal requests for each carrier
updating tasks in PRP will update individual Renewal Projects too.
AM pulls up renewal project to assign themselves tasks and give due dates
AM uses Renewal Project to manage Renewal-Related tasks in Phases 1-3
Use due dates to organize tasks by priority. Use Assignee to collab with AAM as needed.
If task does not apply to the group (i.e. "Update Rates with CobraHelp" for a CalCOBRA Group, AM will leave comment that task does not apply to the group, and will add "N/A - " to name of task and mark complete.
Group has made a decision
Group is renewing all as is.
AM uses renewal project to manage Phases 4-5
1 more item...
Group is going through Underwriting
Create Underwriting project. Add all tasks to Renewal Project
1 more item...
AM adds renewal project to the Broker's portfolio
For each Renewal project, AM updates Progress page and Renewal Phase (in Renewal Project) every Thursday
Every Friday EQ goes to each Broker's Portfolio and exports to CSV
EQ runs Macro on resulting report.
1 more item...