Take the time to create these list views BEFORE the Workshop!
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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
Be sure to use the filter “My team’s tasks” and NOT “All tasks.
You will need to do this on each person’s workstation that needs these views. The MASTER list is all you need if you choose NOT to create the smaller lists. A big Thank You to CO Agent Quinn McCoy for the inspiration to batch our BOD work into these custom list views. It makes training incredibly easy!
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
Closed equals FALSE
Due Date equals Last 2000 Days
Task type equals Service
Task Record Type equals Task
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
Closed equals FALSE
Due Date equals Last 2000 Days
Task Type equals Service
Task Record Type equals Task
Subject contains Issued and Mailed
Filter Logic 1 AND 2 AND 3 AND 4 AND 5
Closed equals FALSE
Due Date equals Last 2000 Days
Task Type equals Service
Task Record Type equals Task
Subject contains Issued and Mailed
Filter Logic 1 AND 2 AND 3 AND 4 AND 5
BOD Forms
This list reminds you to track down signature forms.
Filters
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)
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
This list reminds you to track down payments.
Filters
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)
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)
This list reminds you to track down payments.
Filters
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)
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
This list has tasks that can be closed automatically. Double check with your agent if there is anything they want to review.
Filters
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)
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)
*You may want to delete “Address Change” if you are going to work the
optional Address Change List View
optional Address Change List View
BOD Close Automatically (2)
This list has tasks that can be closed automatically. Double check with your agent if there is anything they want to review.
Filters
Closed equals FALSE
Due Date equals Last 2000 Days
Closed equals FALSE
Due Date equals Last 2000 Days
Task Record Type equals Task
Subject contains Review by
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
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
Subject contains Account Closed – Transferred
Filter Logic 1 AND 2 AND 3 AND (4 OR 5 OR 6 OR 7 OR 8 OR 9)
*You may want to delete “Change of Address” if you are going to work the optional Address Change List View
BOD Notify Agent
This list has tasks that the agent should review
Filters
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)
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)
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
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)
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)
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
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
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
Filter Logic 1 AND 2 AND 3 AND (4 OR 5 OR 6 OR 7 OR 8 OR 9 OR 10)
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
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)
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
This list has tasks that should be looked into. A discount fell off or a rate increased significantly.
Filters
Closed equals FALSE
Due Date equals Last 2000 Days
Closed equals FALSE
Due Date equals Last 2000 Days
Task Record Type equals Task
Subject contains Discount Removed
Subject contains Multi-Line Discount Decreased
Subject contains Premium Increase
Subject contains Discount Removed
Subject contains Multi-Line Discount Decreased
Subject contains Premium Increase
Subject contains request cancellation
Filter Logic 1 AND 2 AND 3 AND (4 OR 5 OR 6 OR 7 )
BOD Investigate Further (2)
This list has tasks that should be looked into. A discount fell off or a rate increased significantly.
Filters
Closed equals FALSE
Due Date equals Last 2000 Days
Closed equals FALSE
Due Date equals Last 2000 Days
Task Record Type equals Task
Subject contains VIN Validation
Subject contains policyholder cancellation
Subject contains Review/Resume
Subject contains unassigned
Filter Logic 1 AND 2 AND 3 AND (4 OR 5 OR 6 OR 7 )
Underwriting Memos
This list has underwriting memos that come from Outlook and are pasted into ECRM as tasks.
Filters
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)
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)
These screen shots walk you through how to create a custom list view. The link to the video below is helpful as well.
