How do I see all of the documents submitted in the past day to process policy and claims changes?

How do I see all of the documents submitted in the past day to process policy and claims changes?

Discover how InsurFlow can streamline your daily P&C insurance processes. Created by West Point Insurance Services, InsurFlow organizes the main components of your daily workflow into one place, saving you time and resources. As your Underwriting team receives documents requesting policy changes, updates, etc., these documents are automatically sorted into easily manageable queues. Follow these steps to find and process the documents submitted to the Underwriting department in the past day with InsurFlow.

Step 1: Enter your portal and go to the Workflow tab.

Step 2: On the sidebar, click the option that says “Queue.”

Step 3: Delve deeper by locating the specific queue you would like to see and click to view the electronic documents.

Streamline Your Workflow

Set your company up for success with an automated workflow management system from West Point Insurance Services. Contact our team for more information about InsurFlow and the entire InsurSys™ suite of P&C insurance software products.