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Introduction & Navigation – Underwriting Workstation. January 2013 Allison Oakley, Robyn Ouimet , Shannon Schillinger, Sheila Smith. Ground Rules. Mute your phone line Do not put us on Hold No Multi-Tasking Use webinar chat feature to send us your questions.

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Introduction & Navigation – Underwriting Workstation


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    Presentation Transcript
    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