Talk:Agency Workspace

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1. Header Section

• Workspace Navigation: A menu enabling agents to switch between platform areas.
• Bulletins and Notifications: Displays urgent messages, updates, or announcements relevant to the agent’s book of business.
• Search Bar: Available on all pages, allowing agents to quickly locate policies, applications, or claims by entering policy numbers, insured names, or property addresses.

2. Policies in Force and Total Premium Summary

• A dashboard widget summarizing the agent’s active policies and their total premium.
• Provides a quick snapshot of the agent’s book of business at a glance.

3. Action Buttons

• Claim Report: Quick access for submitting claims.
• New Quote: Allows agents to initiate new policy applications directly from the workspace.

4. Queues

The workspace features six distinct queues that organize tasks by category to help agents manage their workload effectively:

1. Pending Applications: Incomplete or pending policy applications.
2. Policy Changes: Requested changes awaiting completion.
3. Renewals: Policies nearing their renewal dates.
4. Cancellations: Cancellation requests requiring processing or review.
5. Pending Claims: Claims submitted by policyholders that need attention.
6. Documents and Correspondence: Incoming documents or messages requiring follow-up.

5. Bulletin Notifications

Bulletins, prominently displayed in the workspace, provide real-time updates and reminders related to critical actions or deadlines.

Policy Workflow Management

The Equinox platform enhances efficiency and accuracy with a series of workspaces and dashboards tailored to user roles. These features include:

• Interactive Work Queues: Allow agents and Underwriters/Customer Service Representatives to collaborate in real time.
• Policy Record Transparency: Provides visibility into the application and policy life cycle, including pending and completed transactions.