Company Email Notifications of Policy Activity

Started by Sara Lieser, November 08, 2011, 06:23:37 PM

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Sara Lieser

How are other agencies dealing with daily email notices from carriers of policy activity such as new/renewal policies issued, endorsements, audits, cancellations, etc? 

Do you have them sent to the person responsible for your mail? 

How do you back that person up when they are gone for more than a couple days?
Sara Lieser
Commercial CSR/Workflow
Mahowald Insurance Agency
Saint Cloud, MN
Epic 2014, 39 Users

Lance Bateman

We have them sent to a specific email address, which is routed to a "public" folder.  Then those who should be able to process have rights to that public folder.  They are coming from a specific email address, so all from that address go to the public folder.

Robin Deatherage

We try to have them all sent to our receptionist who then distributes appropriately.  There are a few that I am getting because I'm designated as the admin for our agency with that carrier and then I distribute. 
Robin Deatherage, CIC
Chas. Lunsford Sons & Associates | Roanoke, VA
Applied Private Cloud Server; TAM 2014; Fax@vantage v9; Office 2010;
Applied Hosted Exchange; 3 Office Locations

TrishaOurs

We have a designated person who receives the notices and then she forwards them on to the AEs for processing.
Trisha Ours, CISR

Jan Regnier

They come to our generic Company email address which I monitor and I disburse.
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio

Sara Lieser

Sara Lieser
Commercial CSR/Workflow
Mahowald Insurance Agency
Saint Cloud, MN
Epic 2014, 39 Users