Daily Tasks To Complete
1 · Review Policy AlertsCheck the dashboards for new status changes. Click the “Review” button next to each client whose policy status is “NTO” or “Lapsed” to review policies that need attention.
2 · Contact Clients & Record UpdatesReach out to affected clients, update their follow-up record, and select “Save changes.” The policy list and dashboards will automatically reflect your saved follow-up status.
3 · Schedule Follow-Ups & Confirm ResolutionSet a date for your next follow-up on each open issue. Confirm the outcome with the carrier before marking an issue resolved.
Once email integration is enabled: Policy statuses will be automatically updated as new emails from the company notate a change in coverage.
