Custom ECRM List Views
The agent and BOD person should complete these list views
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
Filters
Due Date equals Last 2000 Days
Task Record Type equals Task
Task type equals Service
Closed equals FALSE
rest of the SPEED Lists on this page.
BOD Issued & 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
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
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
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
Filter Logic 1 AND 2 AND 3 AND (4 OR 5)
optional Address Change List View
BOD Notify Agent
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains persistency, not accepted, driver, coverage
BOD Notify Agent (2)
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
BOD Sales Opportunities
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
Due Date equals Last 2000 Days
Task Record Type equals Task
Closed equals FALSE
Subject contains address change, change of address
BOD Investigate Further
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
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)