Otros métodos a Ultrasonidos

Tasks are created in the Sub – Track Carrier Response step when you send a task from the Sub – Marketing step as explained on page 48. Sending tasks from Sub – Marketing triggers the creation of folders and tasks in Sub – Track Carrier Response. A folder in the file structure and a task are created for each carrier you select (Figure 49).

Figure 49: New carrier folders

The tasks and folders are used to track any correspondence with the carriers and the carrier responses to the submission. Any correspondence, information, the quote, etc. received from the carriers should be filed in the appropriate carrier folder.

Notes regarding phone calls, etc., should be added as folder notes to the Submission/Quote folder. By adding all notes to the named folder, it will be easier to review all notes related to the submission in one

place as opposed to the individual market folders. For information about adding folder notes, see Adding Folder Notes on page 122.

In our limited example, we are going to send an application in the file to one carrier, and explain how to track the responses from the carrier. You can easily adapt our steps to send documents to multiple carriers and track their responses.

The application is created in AMS360 and sent to WorkSmart as an eForm. In our environment, the application appears in the Policy Information folder. The location of the application may differ in your environment because the location is predefined to meet each organization’s needs. For information about creating the application in AMS360 and sending it to WorkSmart, see Creating a Submission in AMS360 and sending it to WorkSmart on page 55.

1. Select the application to be moved and drag it to the Submission/Quote folder (Figure 50). Notice the appearance of the yellow arrow to help you identify the destination.

2. In Change Type, Submission/Quote – Submission/Quote, select the Application document type (Figure 51).

3. To send the application to the carrier via email, right-click the application in the file tree, point to

Send To, and then click Mail Recipient (Figure 52).

Figure 52: Send the document

4. In Send To Mail Recipient, select Attach Selected Pages to ensure the attachments are added to the

message.

5. Right-click the generic name Attachment, and then click Rename.

7. Click Send (Figure 53).

8. Prepare the email address and message for the carrier in your email editor (Microsoft Outlook in our example), and then send the message (Figure 54).

Figure 54: Prepare the address and message

After sending the application and message to the carrier, the message and attachments should be filed in WorkSmart using a drag-and-drop operation as explained in Adding Email Messages on page 124.

Tracking Carrier Response with a Quote

Using the next steps, you can process a carrier response that includes a quote.

1. Find and lock the task related to the carrier, Wait for GL: Accident Fund Response, in our example, by doing one of the following:

● Locate the task in the to do list and double-click it to lock it and open the file.

● Open the file and locate the task in the navigation pane as shown in Figure 55. Double-click the task to lock it.

Figure 55: Locate and lock the task

2. Add the correspondence, email message, etc., from the carrier to the carrier folder. In our example, a drag-and-drop operation is used to add an email message to the folder (Figure 56). Notice the yellow arrow that indicates the destination of the message.

3. In the Import dialog box (Figure 57), click the Import Into tab. 4. Under File info, Import into, select Current File.

5. In the file tree, select:

● The Market – [carrier name] folder of the carrier to which the message was sent, Market –

Accident Fund in our example.

● The document type, Correspondence in our example. 6. Click Import to add the message and attachments to the folder.

8. In Specify Task Attributes, Send To, select Task Complete (Figure 59). The task will be sent to the End step in the workflow.

9. In CarrierResponse, select Quoted. 10. Enter the Carrier Quote Amount.

11. Click OK to release the task. The task is sent to the End step and removed from the navigation pane.

Tracking Carrier Declinations and Non-Responses

If a carrier declines to quote the business or does not respond, you can use the next steps to complete the processing of the task related to the specific carrier.

1. Find and lock the task related to the carrier, Wait for GL: Acuity Response, in our example, by doing one of the following:

● Locate the task in the to do list and double-click it to lock it and open the file.

● Open the file and locate the task in the navigation pane as shown. Double-click the task to lock it (Figure 60).

2. Right-click the task, and then click Set Task Attributes (Figure 61).

Figure 61: Click Set Task Attributes

Remember, after all tasks related to the individual carriers are completed, you must return to and complete the processing of the original task.

3. In Specify Task Attributes, Send To, select Task Complete (Figure 62). The task will be send to the End step in the workflow.

4. Select the appropriate Carrier Response in the list, Declined or No Response.

Figure 62: Define the task attributes

5. If the Carrier Response is Declined, select the appropriate Carrier Declination Reason (Figure 63). 6. Click OK to release the task. The task is removed from the navigation pane.

Figure 63: Click OK to release the task

After completing all tasks related to each carrier to which the submission was sent, you are ready for the next step in the typical submission workflow, preparing the proposal as explained in Sub – Prepare Proposal below.