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Applied Users Forums

General Topics => Helpline => Topic started by: Cale Stultz on February 04, 2011, 10:40:15 AM

Title: How do you tell P&C CSR's that acct has L&H policies?
Post by: Cale Stultz on February 04, 2011, 10:40:15 AM
On an account which has P&C and L&H policies and the L&H policies can't be viewed by a P&C CSR, how are you letting them know that there are L&H policies for that account?  We want them to be able to round out accounts if possible.  Sticky notes occured to us or fake billing screens in place of the L&H policies which are placeholders for the actual policy not seen by the P&C CSR.
Title: Re: How do you tell P&C CSR's that acct has L&H policies?
Post by: Andrew Carrick on February 04, 2011, 11:04:06 AM
I think that's probably the only way. Can you really not allow view-only?
Title: Re: How do you tell P&C CSR's that acct has L&H policies?
Post by: Jeff Zylstra on February 04, 2011, 11:18:33 AM
Don't you just yell over the cubicle walls?   ;D  Sorry I couldn't resist.


If we had more space in the customer code field, that would work too, but there's not much room there.
Title: Re: How do you tell P&C CSR's that acct has L&H policies?
Post by: Alice on February 04, 2011, 11:21:26 AM
I created a code ML for multi-line so if they are not able to see the policies, they know something is there and can go ask someone handling that line of business, or ask if it needs to be re-marketed.
Just a thought...
Title: Re: How do you tell P&C CSR's that acct has L&H policies?
Post by: Lance Bateman on February 04, 2011, 01:04:20 PM
Can someone "conglomerate" the customers?  Or other option - use the "User Code" field in the Customer Screen, and add it to the Customer List screen display.
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