PROGRAMS TO LOG
What is the program referred to as "IR"
Image Right
What is 1st mandatory tab to complete?
Consumer
How do you import a document into Image Right?
Print or Drag & Drop
What is the program referred to as C1?
ConceptOne
What is 2nd mandatory tab to complete?
What items are included in a File Note?
Risk State, Agent name, & Email
Bonus: add Sub Proudcer/ Policy Referral
Where do you find the East, West and Midwest submissions?
Outlook
What is 3rd mandatory tab to complete?
Contract Party
How do you change the task description?
Lock the task and then change description according to the QuickParts
What do you use to map the distance to the coast?
Google Maps
What is 4th mandatory tab to complete?
Location
What does Shift +F5 do & why is it important?
Assigns the APP # from C1 to the temp file in IR/ image right hook
Where do you communicate with the team/management?
Microsoft Teams
What is the as-needed tab used?
Sub Producer and Policy Referral
If the Burns & Wilcox office is in 1 state and the risk address is in another state, how do we mark the file?
In Fuchsia marked as: Filings