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
Closed equals FALSE
Due Date equals Last 2000 Days
Task type equals Service
Task Record Type equals Task
rest of the SPEED Lists on this page.
BOD Issued & Mailed
Closed equals FALSE
Due Date equals Last 2000 Days
Task Type equals Service
Task Record Type equals Task
Subject contains Issued and Mailed
BOD Forms
Closed equals FALSE
Due Date equals Last 2000 Days
Task Record Type equals Task
Subject contains Supporting Doc
Subject contains esignature
Subject contains Good Student
Subject contains Steer
Subject contains FORMS:
Filter Logic 1 AND 2 AND 3 AND (4 OR 5 OR 6 OR 7 OR 8)
BOD Payments
Closed equals FALSE
Due Date equals Last 2000 Days
Task Record Type equals Task
Subject contains Lapse
Subject contains Expiration
Subject contains Financial
Filter Logic 1 AND 2 AND 3 AND (4 OR 5 OR 6)
BOD Payments (2)
Closed equals FALSE
Due Date equals Last 2000 Days
Task Record Type equals Task
Subject contains Account Close
Subject contains Cancellation
Subject contains Warning
Subject contains BILLING:
Filter Logic 1 AND 2 AND 3 AND (4 OR 5 OR 6 OR 7)
BOD Close Automatically
Closed equals FALSE
Due Date equals Last 2000 Days
Task Record Type equals Task
Subject contains out of force
Subject contains Address Change
Subject contains Drive Safe & Save
Subject contains Good Driving Discount Added
Subject contains Rewrite
Subject contains HCP
Subject contains NOPI
Filter Logic 1 AND 2 AND 3 AND (4 OR 5 OR 6 OR 7 OR 8 OR 9 OR 10)
optional Address Change List View
BOD Close Automatically (2)
Closed equals FALSE
Due Date equals Last 2000 Days
Subject contains Qualifying Driver is Turning 21
Subject contains Change of Address
Subject contains Premium Increased Due to STAR Level Change
Subject contains Renewable Added
BOD Notify Agent
Closed equals FALSE
Due Date equals Last 2000 Days
Task Record Type equals Task
Subject contains persistency
Subject contains not accepted
Subject contains driver
Subject contains coverage
Filter Logic 1 AND 2 AND 3 AND (4 OR 5 OR 6 OR 7)
BOD Notify Agent (2)
Closed equals FALSE
Due Date equals Last 2000 Days
Task Record Type equals Task
Task Originator equals CCC Service, Internet
Subject contains change of vehicle
Subject contains This Policy will be Dropped
Subject contains Caution Letter
Filter Logic 1 AND 2 AND 3 AND (4 OR 5 OR 6 OR 7)
BOD Sales Opportunities
Closed equals FALSE
Due Date equals Last 2000 Days
Task Record Type equals Task
Subject contains Premium Decrease
Subject contains Policy May Be Eligible for Mutual
Subject contains Qualifying Driver is Turning 21
Subject contains Multi-Line Discount Removed
Subject contains Age of Principal or Assigned Driver
Subject contains Guaranteed Insurability Option
Subject contains discount increased
BOD Address Changes
Closed equals FALSE
Due Date equals Last 2000 Days
Task Record Type equals Task
Subject contains address change
Subject contains change of address
Filter Logic 1 AND 2 AND 3 AND (4 OR 5)
BOD Investigate Further
Closed equals FALSE
Due Date equals Last 2000 Days
Subject contains Discount Removed
Subject contains Multi-Line Discount Decreased
Subject contains Premium Increase
BOD Investigate Further (2)
Closed equals FALSE
Due Date equals Last 2000 Days
Underwriting Memos
Closed equals FALSE
Due Date equals Last 2000 Days
Task Record Type equals Task
Subject contains UMEMO:
Task Originator equals Underwriting/Operations
Filter Logic 1 AND 2 AND 3 AND (4 OR 5)