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Introduction & Navigation – Underwriting Workstation January 2013 Allison Oakley, Robyn Ouimet, Shannon Schillinger, Sheila Smith 1.

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Presentation on theme: "Introduction & Navigation – Underwriting Workstation January 2013 Allison Oakley, Robyn Ouimet, Shannon Schillinger, Sheila Smith 1."— Presentation transcript:

1 Introduction & Navigation – Underwriting Workstation January 2013 Allison Oakley, Robyn Ouimet, Shannon Schillinger, Sheila Smith 1

2 Ground Rules Mute your phone line Do not put us on Hold No Multi-Tasking Use webinar chat feature to send us your questions 2

3 Underwriting Workstation Setting Expectations What it is – A new application to support the following components for submissions, quotes, policies, and renewals: Account summary information Quote and policy details Credit detail information Access to billing data via TAP Links to policy output documents (e.g. policy and endorsement decs) Links to underwriting tools, 3rd party data, frequently used guidelines and policy admin systems Storage and handling of documentation and attachments Account flags What it’s not – Workflow or Rating system – Finished 3

4 Underwriting Workstation Training & Support Go Live – Monday, February 4, Training Sessions, 4.5 hours total – Introduction & Navigation – 1.5 hrs – Workflow Best Practices – 1.5 hrs – Documentation & Attachments Best Practices – 1.5hrs Underwriting Workstation Intranet page Floor Support and Champion Support Implementation Follow-up 4

5 Underwriting Workstation Two Key Points Document your files as you work in them – Should be a fluent process and not a back- end chore Underwriting Workstation is your access point for almost everything going forward 5


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