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  • The NECHO change needs to be submitted or deleted.

    This comes up because the change was modified or never submitted. It is common for people to review a change and do an errant key stroke. If this happens against a change, the change will show in this section.

    It is also possible a change was never submitted (telephone retrieved).

    Review the change, and compare it to the active policy. If the change is already active, delete the change. If the change is not active, check with the person who started the change if it needs to be submitted.

  • The NECHO change is completely gone!

    This comes up because the policy is no longer active, and it had a change against it. It is common for these notices to come up against against an inactive policy.

    The change most likely has been worked, and you can't do anything against the policy to double check anyway, so just mark this complete.

  • The NECHO change is going away!

    This list shows the NECHO changes that are dropping off the system tomorrow.  When you go into a household in NECHO, you will see "2/3" in the bottom right, and the "3" indicates that there is a change against one of the policies in the household.  

    The items on this list are going to drop off tomorrow, so the "3" associated with that change is going away, and will no longer be viewable.

    You have 2 options:
    1) Check that each change has been worked correctly by the corporate office.
    2) Count on corporate working the changes accurately, and let these tasks fall off the system. 

    If you choose Option 2, be sure to document your change thoroughly on the front end in case you need to backdate a change in the future and need documentation from ECRM to support it. 

  • The application needs to be submitted or deleted.

    This comes up because the application was modified or never submitted. It is common for people to review an application and do an errant key stroke. If this happens, the application will show in this section.

    It is also possible an application was never submitted (telephone retrieved).

    Review the application, and compare it to the active policy. If the policy is already active and accurate, delete the application. If the application is not active, check with the person who started the app if it needs to be submitted.

  • The application needs to be paid and/or added to an SFPP account.

    This comes up because the application was never paid and or/attached to an SFPP account.

    Reach out to the person who started the application, and ask them to complete the payment/SFPP account.

  • SKIP THIS SECTION!

    This is simply a 30 day reminder for new applications. You started the New Customer SMP, and the Get Better Newsletter reminds you to check for unissued policies. Don't worry - we've got the fail safe already in place!

  • Payments have been made, and are ready for deposit.

    This is a listing of payments made through the office, but have not been deposited yet.

    Remind the office staff to do a timely deposit!

  • Payments have been started, but were never submitted/telephone retrieved.

     Check with the staff member who started the payment on why this never was submitted. In most cases, this needs to be deleted.

  • Credit Card Payments have been made.

    This is a listing of payments made through the office via credit card.

    Remind the office staff to do a timely deposit and this list will be cleared!

  • Payments have been made.

    This is a listing of payments made through the office.

    Remind the office staff to do a timely deposit and this list will be cleared!

  • The SFPP Authorization Signature Form is required!

  • Mark Complete and move on

    It is already being worked off of the existing ECRM Service Task!

    The notice will stay in this report until the form is received.

  • Send "Forms - Team Member Notification" Email Template

    Use this if you want to "poke" your coworker for not leaving you bread crumbs!
    They will update the BOD Service Task using our process (+10 Days, Pop Up, etc.)
  • 's Email Template
    Forms - Team Member Notification
  • 's Email Template
    Forms - Team Member Notification

  • 1. Send "Forms - 1st Notice (SMS=rej1)" Email Template

  • 's Email Templates
    Forms - 1st Notice (SMS=rej1)
  • 's Email Templates
    Forms - 1st Notice (SMS=rej1)

  • 2. Send SMS Template: REJ1 = Forms Request 1st Reminder

    Hi XXXXXXXX This is from State Farm.  Please check your email for forms that require your signature. Please call with questions.

  • 3. Set 10 Day Pend to Follow Up on Forms

    Leave good bread crumbs for where you are in the process. Be sure to start with "FORMS: " in the subject line so the filters pick it up on the Forms List View.

  • SKIP THIS SECTION!

    This section is no longer in use. Programming has not removed it, but no data comes to this part of the report.

  • Make the payment and get the application to underwriting!

    This comes up because a payment was not made on an application. Underwriting will not review the app until payment is made, so finish what you started!

  • Finish your SFPP Payments

    This comes up because a payment was started, but not submitted in SFPP. Perhaps the team member got distracted, or the customer needed to call right back. In any case the payment needs to be finalized or deleted.

  • Quotes get deleted!

    This comes up because quotes get deleted after 60 days. If you want to save these, go in and update something on the quote TODAY and it will start the timer over. It will be gone from Production Manager tomorrow and you'll need to start over from scratch.

  • Quotes get deleted!

    This comes up because quotes get deleted after 60 days. If you want to save these, go in and update something on the quote and it will start the timer over. You get a 1 week warning, and then a 1 day warning.