Sagitta
The entry made in the status field for a potential new client.
What is a Prospect?
The "Set Task Attributes" function.
What is close a task?
The drop-down option that you select when entering a BOR into Sagitta.
What is new business?
The ROLE of the associate that is responsible for following up on Inspections
What is Servicer #2?
Acceptable - Portfolio Manager, Portfolio Senior Manager, or Assistant Account Manager
The minimum liability limit for Automobile
What is $100,000/$300,000/$100,000 or $300,000
This is why we use zero follow up days for activities.
How do we avoid creating activities in Sagitta?
3 methods of documenting an account.
What are 1. File notes, 2. Folder notes 3. Note pad
This is sent when a client declines the quotes.
What is a closing letter?
The ROLE of the associate responsible for policy changes.
What is Servicer #1.
Acceptable - Portfolio Assistant or Account Coordinator/PLAN
Our responsibility when covering for a colleague.
What is complete Customer Service?
Next step after completing the Client Detail screen.
What is Input Contact information under the Contacts Tab?
These tasks are highlighed in Yellow or Red in the To Do List.
What are Future tasks and High priority tasks?
This reason for cancellation should not be used when creating an LPR.
What is Insured Request?
Only a resident licensed producer can sign this state specific form for surplus lines.
What is an Affidavit?
This is the deductible for our E & O Policy.
What is $150,000