Submission queue
Documents from the portal, broker email and fax are filed for you. Sorted by what needs you.
This replaces “open each submission and go hunting.” Colin spends 11 min locating documents vs 3 min on the checklist (M4), and documents come from “four different places” (M2). Each row arrives already assembled. The icons show which channel each document came through.
| Insured | Broker | Documents | Status | |
|---|---|---|---|---|
Harbor Point Logistics GL + Commercial Auto | Lakeview Insurance | 5/5 | Limit mismatch · needs your review | |
Greystone Dental Group Professional + GL | Corbett & Ames | 4/5 | Missing: loss runs | |
Ridgeway Builders LLC GL + Umbrella | Lakeview Insurance | 5/5 | Waiting on broker · 3d · nudged | |
Northgate Bakery Co. Property + GL | Pruitt Agency | 5/5 | Waiting 4.5d · escalated to team lead | |
Alder Creek Veterinary Professional + GL | Corbett & Ames | 5/5 | Ready to bind |
“Waiting on broker” shows days elapsed, with a nudge at 48h and escalation at 4 days. Anika’s broker replies take a median of 2.1 days, and nine took more than 4 days (M4). Today that wait is invisible: reply time is only recorded “when logged”.
14 documents filed automatically today. 1 fax scan needs a quick filing check.