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Introduction to the Underwriting Workstation: Guidelines and Training Overview

Join us for an introduction to the Underwriting Workstation, launching on February 4, 2013. This application streamlines submissions, quotes, policies, and renewals, providing access to account summaries, quote details, credit information, billing data, and essential underwriting tools. Key ground rules for the session include muting your phone, avoiding multitasking, and utilizing the chat feature for questions. Engage in three training sessions covering navigation, workflow best practices, and documentation strategies to ensure you are well-equipped for this new tool, your central access point for underwriting processes.

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Introduction to the Underwriting Workstation: Guidelines and Training Overview

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

  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

  3. Underwriting WorkstationSetting 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

  4. Underwriting WorkstationTraining & Support • Go Live – Monday, February 4, 2013 • 3 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

  5. Underwriting WorkstationTwo 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

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