Sample Endorsement Workflow
Log into to www.______________________.com
Enter username ________________
Password: Ask Ryan how to properly and securely transmit passwords
Navigate to Client Page
Click Endorsement
Enter Description on Page
Submit
Print to PDF confirmation page.
Attached Confirmation page to client account in Agency Management System
Notify ____________ by email that Endorsement has been ordered.
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Sample Quoting Workflow
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Log into to www.______________________.com
Enter username ________________
Password: Ask Ryan how to properly and securely transmit passwords
Start New Quote
Enter provided client details (i.e., dec page, internet form submission, voice recording, etc.)
Select the company or companies desired for quoting.
If additional information is needed to get a quote Ryan will notate that information and provide to you for further verification with client.
Quotes will be generated.
You will verify that the limits are correct.
Present to client
Client confirms all information on application is correct.
Client Signs
Policy is ordered.
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Sample COI Workflow
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Log into to www.______________________.com
Enter username ________________
Password: Ask Ryan how to properly and securely transmit passwords
Navigate to appropriate client
Click eForms
Click COI
Enter COI holder
Verify limits have properly carried into the form either by referring to PDF policy or from carrier website.
Generate COI, Print to PDF
Email COI to you for verification and distribution.
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Sample Mortgagee Change
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Log into to www.______________________.com
Enter username ________________
Password: Ask Ryan how to properly and securely transmit passwords
Navigate to appropriate client
New Endorsement
Select Mortgagee Change
Enter new Mortgagee information
Enter Effective Date
Submit
Print Confirmation to PDF
Attach PDF to Client's Agency Management system profile.
Updated Google Sheet that the Mortgagee Change has been completed.
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Sample Supply/Expense Evaluation
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Provide receipts or invoices for __________________ vendor.
Identify what supplies are ordered and frequency.
Identify if supplier is offering the best rate by comparing with 1, 2, 3 Vendors/Suppliers.
If not lowest cost, notify _________ that ____________ should be ordered from __________ due to the fact that it would save ________ / _____% each year.
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