Underwriting Tasks

Productivity Tip

We have seen many systems over the years which try to track pipeline business - spreadsheets, day books and even whiteboards and wall charts. All of them have some form of drawback. Underwriting basically revolves around Tasks - got the proposal in from the client, sent to the carrier, carrier requires PMAR, follow up PMAR etc... We think that the easiest way to track underwriting is via colour coded tasks against the proposal, with then a master console to view everything in the shop.

Underwriting Tasks

1.	Click on Admin and then Underwriting Tasks.

2.	The Underwriting Proposal Tasks window comes up.

3.	Select by Broker or All Users if you are an admin user.

4.	All tasks on all Pending proposals are displayed.

5.	You can tick off that a task is completed here (checkbox on the left of the line) or you can navigate to the proposal record in question by double clicking on the left hand end of the line.

6.	You can group based on column values and also sort by typing values into the yellow area.