Custom ECRM List Views
The agent and BOD person should complete these list views
ECRM Service Task List Views
The default view of Service Tasks does not give enough information to work the BOD activities efficiently. We batch our list into several smaller lists so that we can hammer through them quickly.
Follow the steps and pictures below to set up the recommended list views.
In each list, for the Custom Fields, these are the selected Fields we recommend (in order):
Due Date
Name – Last, First
Subject
Product Description
Policy Number
Status
Assigned To
Keep in mind that Corporate may change the way these tasks are sent through to ECRM (with new words in the Subject lines), so be sure to review the Master List to ensure everything is getting worked.
BOD MASTER
Clone the default Service Task list, and rename it BOD MASTER. It gets everything and should be worked down to 0 every day. The agent typically will spot check this list to know that the sublists have been worked.
Filters
Due Date equals Last 2000 Days
Task Record Type equals Task
Task type equals Service
Closed equals FALSE
Clone this Custom List View to make the
rest of the SPEED Lists on this page.
rest of the SPEED Lists on this page.
BOD Issued & Mailed
This list is every P&C new application or change that has been processed.
Filters
Due Date equals Last 2000 Days
Task Record Type equals Task
Task Type equals Service
Closed equals FALSE
Subject contains Issued and Mailed
Due Date equals Last 2000 Days
Task Record Type equals Task
Task Type equals Service
Closed equals FALSE
Subject contains Issued and Mailed
BOD Forms
This list reminds you to track down signature forms.
Filters
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains Supporting Doc, esignature, Good Student, Steer, FORMS:
BOD Payments
This list reminds you to track down payments.
Filters
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains Lapse, Expiration, Financial, Past Due, Account Close, Cancellation, Warning, BILLING:
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains Lapse, Expiration, Financial, Past Due, Account Close, Cancellation, Warning, BILLING:
BOD Close Automatically
This list has tasks that can be closed automatically. Double check with your agent if there is anything they want to review.
Filters
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains out of force, Address Change, Change of Address, Drive Safe & Save, Good Driving Discount Added, Rewrite, HCP, NOPI, Review by
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains out of force, Address Change, Change of Address, Drive Safe & Save, Good Driving Discount Added, Rewrite, HCP, NOPI, Review by
Subject contains Premium Increased Due to STAR Level Change, Renewable Added, Account Closed – Transferred
Filter Logic 1 AND 2 AND 3 AND (4 OR 5)
Filter Logic 1 AND 2 AND 3 AND (4 OR 5)
*You may want to delete “Address Change” and “Change of Address” if you are going to work the
optional Address Change List View
optional Address Change List View
BOD Notify Agent
This list has tasks that the agent should review
Filters
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains persistency, not accepted, driver, coverage
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains persistency, not accepted, driver, coverage
This list view is NOT perfect, but it gets a lot of good stuff!
BOD Notify Agent (2)
This list has tasks that the agent should review
Filters
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Task Originator equals CCC Service, Internet
Subject contains change of vehicle, This Policy will be Dropped, Caution Letter
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Task Originator equals CCC Service, Internet
Subject contains change of vehicle, This Policy will be Dropped, Caution Letter
This list view is NOT perfect, but it gets a lot of good stuff!
BOD Sales Opportunities
This list has tasks that should be reviewed for Sales opportunities.
Filters
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains Premium Decrease, Policy May Be Eligible for Mutual, Qualifying Driver is Turning 21, Multi-Line Discount Removed, Age of Principal or Assigned Driver, Guaranteed Insurability Option, discount increased
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains Premium Decrease, Policy May Be Eligible for Mutual, Qualifying Driver is Turning 21, Multi-Line Discount Removed, Age of Principal or Assigned Driver, Guaranteed Insurability Option, discount increased
BOD Address Changes
This list has tasks that result from address changes. It is an optional list to remind you to verify that ALL policies in the household should have address changes submitted. CCC will sometimes only submit the address change for 1 policy.
Filters
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains address change, change of address
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains address change, change of address
BOD Investigate Further
This list has tasks that should be looked into. A discount fell off or a rate increased significantly.
Filters
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains Discount Removed, Multi-Line Discount Decreased, Premium Increase, request cancellation, VIN Validation, policyholder cancellation, Review/Resume, unassigned
Underwriting Memos
This list has underwriting memos that come from Outlook and are pasted into ECRM as tasks.
Filters
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains UMEMO:
Task Originator equals Underwriting/Operations
Filter Logic 1 AND 2 AND 3 AND (4 OR 5)
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains UMEMO:
Task Originator equals Underwriting/Operations
Filter Logic 1 AND 2 AND 3 AND (4 OR 5)