Front Loading File
What does the government mandate we obtain?
This is why we have pink boxes in our Lumen calendar
We hit out of office on our Outlook Calendar
Let them accumulate
This feature in Lumen is used to bring up all the same activities on a day.
Click Box
This is what you do when you dont reach the attorney by phone
This is too many activities for one day
Over 25. Def over 30.
This is the best email address for demand packages and medical records
imaging@libertymutual.com
Remember if they use this you dont have to upload your self.
This is the best range for activities on a day
10-15
We wait this long after completing an eval to contact the attorney
Same Day
We review and retake this if necessary
Recorded Statements
We should have this many activities when on planned FTO
GOOSE EGG
We create this to help organize our saved emails
Folders
These are the most important files to work same day
TLD and New Losses
We ask for this when sending an offer letter
Email address of PC
This internet search is best used to verify if we need to send out Street Delivery for Canvas or light sequence
Google Earth
We do this when planning for meetings or trainings
Reduce the activities for the day
This is the feature we use to notify our email of important words
Rules or Conditional Formatting
"Know Thyself" refers to this in activity setting
This is what we do for vit as they are wrapping up care
Place on shorter diary
We can pull data from this with permission if disputing rear end vs reverse.
EDR
This is where the calendar is in Navigator
THERE IS NONE>>> USE LUMEN
DOUBLE JEOPARDY:
This is the biggest time waster in emails
Rereading them as we did not address it the first time.
Front Loading the File in your activity refers to placing this information in the box of the anchor
Contact information and high-level view for visibility.
DOUBLE JEOPARDY:
What is something new you learned?
Free for all