Agent Opens and/or Reopens a File


Concept

In this topic, you will see how to locate a new Underwriting Request that was generated by an agent  from within AgentNet.


Steps:

  1. Agents can submit Underwriting Requests from within AgentNet.

     

    The request will automatically generate a new Transaction in the UWB.

    Step 1

  2. The Agent can assign the request to a Group or an Individual. 

     

    An email notification is generated  to the Group or Individual based on the Agents selection.

    Step 2

  3. The new or reopened Transaction can also be located from My Transactions or My Group Transactions based on the Agents selection.

    Step 3

  4. In this example, the new Transaction was assigned  by the Agent to the Nebraska Group.

     

    Click the My Group Transactions tab.

    Step 4

  5. To view the Nebraska Group Transactions, click in the My Group(s) field.

    Step 5

  6. Click Nebraska from the list.

    Step 6

  7. To access the Transaction, click the Jurassic Park link.

    Step 7

  8. To assign the Transaction to yourself, click the Decisioning menu item.

    Step 8

  9. The first indication that the Transaction was generated from AgentNet is reflected on the first History entry.

     

    The Decision By name is reflected in Red, which indicates an Agent generated the request.

    Step 9

  10. To assign to yourself, click in the Decision field.

    Step 10

  11. Click Submit from the list.

    Step 11

  12. Click in the Assign To: field.

    Step 12

  13. Click Self from the list.

    Step 13

  14. Click the Save Decision button.

    Step 14

  15. You are now a party to the Transaction.  Manage the request in the same manner as other requests.

     

    NOTE:  Any future notifications pertaining to cancellation and/or reopen actions for this Transaction by the Agent will generate an email response to you directly.

    Step 15

  16. Documents marked as Include in Package, Decisioning and Collaboration actions performed in the UWB will transfer to the Agents file in AgentNet.

    Step 16

You have now seen how to locate a new Underwriting Request that was generated by an agent  from within AgentNet.

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