1. Mary Oberleitner CRM Product Management
2.1 Preview
Mary Oberleitner
CRM Product Management

2. All Reassignments are available within the Branch
Global Reassignments
All Reassignments are available within the Branch
Reassign Personal Actions to Another Employee
Reassign Client
By Client
All Clients or Selected Clients including option to reassign actions.
By Employee Responsibility

3. By Employee Responsibility By Policy By Line of Business
Global Reassignments
Reassign Policy
By Client
All Clients or Selected Clients including option to reassign actions.
By Employee Responsibility
By Policy
All policies or Selected policies including option to reassign actions.
By Line of Business
All Lines of Business or Selected Lines of Business including option to reassign actions.
Package Policy selection
Packages that include ANY of these Lines of Business
Packages that include ALL of these Lines of Business
Packages that include ONLY these Lines of Business

4. Action description on summary view Claimant column added
Home - Claims
New search fields
Claimant first and last name
Must enter on the Claimant Detail
New sort filters
Claim Status
Paid Amount
Reserve Amount
Client name in ascending order added as the 2nd sort default
New Claimant icon
displays all claimants added on the claim detail
Action description on summary view
Claimant column added

5. Client Claims Summary Screen
New search fields
Claimant first and last name
Must enter on the Claimant Detail
Sort Fields Added
Policy Number
Claim Number
Package displays the Line of Business of the claim

6. Policy underwriting screen
Client Claims Detail
Claim Detail Screen
Includes navigation tab to access the underwriting screen
Adjustor address field added
Posted Claim Date added
Date Claim Closed Field added
Policy underwriting screen
DOL in the navigation tree
Link to Claim Detail
Claim Payments Detail Screen
Payment types display in alpha order

7. Other CRM Enhancements
Servicing Screen
Refresh Label Modified
From refresh from client profile to refresh form prefills
Renewal policies stay on the servicing screen
NAIC Codes Updated
Endorsement Date Displayed in Delivery when selecting Endorsement forms to Attach

8. Units at Risk New tab added to show Units at Risk
Active links to detail
Add new for Units at Risk
New Personal/Commercial Vehicles tab added

9. Contacts tab renamed to People
People Tab
Contacts tab renamed to People
Designations added: Employee/Driver
Active People Count on Summary screen
Coverage detail for app population according to designation
New free form address section (also found at employee detail)
Associate to LOB’s – update at Client - sync to LOB’s
Import/Export links added
Inactivate/Activate options added

10. Locations Tab Added Import/Export links Active Count on Summary screen
Coverage detail added for app population
Requirement on Zip Code Removed
County Field added
Associate to LOB’s – update at Client - sync to LOB’s
Inactivate/Activate options added
Copy

11. Named Insureds Tab Import/Export links secured
Active Count on Summary screen
Inactivate/Activate options added
Associate to LOB’s – update at Client - sync to LOB’s
Copy

12. Vehicles Tab Active vehicle count on summary screen
Import/Export links
Vehicle coverage information for LOB population
Associate to LOB’s– update at Client - sync to LOB’s
Activate/Inactivate
Copy Vehicles

13. UAR and LOB Lookups
Producer, applicant and billing sections of all commercial line of business forms (non-base forms), with the exception of the 160 BOP and the Aviation forms, will look up to the 125 base form.

14. Form Modifications
Relationship Prompt on Form when related item deleted
Lookup from Line of Business forms to base forms
Descriptions on LOB Schedule Detail

15. Q & A