Type
–None– Access Code / Email Correction Account / Policy Owner Change (incl. Split Owner) Admin Created Agency Communication Agency Fee Updates / Overrides Agency Notice Agent Idea Agent Outreach Agent Doc Request/Clarification AOR Send/Resend AOR State Mandated Form Follow Up Application/Docusign Auto – DMV / Driver Error Auto – Ineligible Auto – Info Needed Auto – Policy Updated Billing Billing Issue Binders Bug Fix Callback Cancel Non-GH Policy Carrier Documentation Carrier Not in List Carrier Onboarding Carrier Relations Issue Carrier Request Claims Document Request Commercial Commission Inquiry Commission Updates / Overrides Complaints Compliance Address Change Contracts Correction/Update Coverage Coverage Change Custom Report / Dashboard Decrease/Remove any Coverage (Sigs Needed?) Delete Attachment Delete File Discount Documentation Docusign DocuSign Send / Resend Down Payment Deferral / Override Drawloop / DocuSign Issue Driver Change Effective Date Endorsement Quotes/Discounts Endorsements Events Facilities Management Finance Flood Franchise Compliance General Goal Call Hardware Home/RCE Updates Home – Info Needed Home Inspection – Improvement Needed Home Inspection – Ineligible Home Inspection – Policy Updated Home – Policy Updated HR Implementation Import Leads / Contacts Inspector/Carrier Inquiry Internal Transfer Internet Issuance Issuing IT Kick Backs Licensing Lien/Mortgage Verification Lienholder/Mortgagee Lienholder Change LMS Project Marketing Material Creation Material Update Merge Accounts Monthly Statement Inquiry NB (60d) Policy Correction Feature Request Non-Bound Policy Ongoing Support Onsite Training On-Site Visit Operations Other Other Field Update Outbound Campaign Payment Peer Review Phone Phone Interview Policy Change Policy Quote Premium Adjustment Pre Work Problem Process Management Production Review Product Training QC Audit QC Signature Verification Quality Control Question Quote Error Quoting Quoting/Issuing Rate Increase Rater Wizard Error Refund Inquiry Regulatory Complaints Reinstatement Salesforce Bug Salesforce Update Sales – Support Line Schedule Update Security / Visibility Setting Service Share Account Signature Verification Sigs/TD/$ Specialty Line – Ineligible Specialty Line – Info Needed State Mandated Coverage for Auto Support Call/Email Systems Training Technical Termination Trailing Docs Training Observation Unable to Save / Error Message Underwriting Update/Enhancement User Permissions Vehicle Change Weekly Call/Goal Call Wind Privacy Reassignment Carrier Guideline Inquiry/Update Coverage Not Bound Additional Documentation Forms Request From Carrier Resend Welcome Email (Client Portal)
Status
–None– New Approved Started In Progress Change Set Uploaded EZ Lynx In Progress Testing On Hold Pending Resolution Escalated Closed