Let’s start off the New Year right with Better Downloads!
As you may have noticed, the training department will be purging suspense come January 6th, 2020. Now is the time to check suspense for all of your agency policy downloads and have them assigned out.
It is crucial to follow-up on your downloads, so all of your client data is accurate, up-to-date, and so commissions are paid on time. Please take advantage of the built-in “Follow Up on Download” activity when adding policies into Epic. When you keep the activity open with your preferred follow-up date selected, the activity will then display on your home screen under Open activities to remind you. Don’t forget to close out the activity once you confirmed the policy was downloaded! Voila, checking your downloads is as easy as that!
We also have reports that can help manage your downloads. These reports are Policies in Process, Submitted, Suspended Report and the Policies Received Report. If you do not have these reports scheduled let us know and we can work together on getting them generated, so you don’t miss another download again.
Attached you will find the tutorial on how to Search and Assign Policies out of Suspense. As always, do not ever hesitate to ask if you have any questions. You can always “Ask Anissa”!