Multiple Agents Communication

When multiple agents are on the case/policy to update ALL agents and not just the Primary Writing agent.

"Thank you, Angie! I absolutely LOVE the fact that you copy all 3 of us over here on this email as it is important for all of us to be copied and in the loop. Just out of curiosity, how are you able to do that? You are the only one over there that is doing that, and that is just 1 of the many reasons you have become our favorite Midland point of contact!! We have requested this from other contacts over there at MNL, and we have been told that they can only have 1 email address in the system per policy. I would love for your system to become the norm in how Midland communicates with us. Any ideas?? THANK YOU!!

Hi Fred, I am glad you feel that way. In Policy Change emailing is a manual process. I need to look up the agent code to obtain the email address and add all the agents. New Business has an automatize process that links the agent that is assigned to the case. I am sure there are system limitations and can only send to the email of the first agent listed. The key source of communication is the Pending Business Report for the status. I will forward on your request. Thank you, Angie"

Submitted by: Angie Blackford

"We would like there to be a way for an agent to have additional email addresses on file for New Business correspondence. So any emails sent by the system would go to the WA’s email of record, and to whatever additional email addresses they request. We have this capability now on a per case basis and can manually add additional email addresses on a per correspondence basis – but the team continues to get requests from the field to be able to set this preference on a per agent basis (meaning the agent doesn’t have to request it on every case). An idea was brought up to build that into the ‘Agent Special Handling UI’ – which I think would be a good way to address this and not have to involve Contracting"

Submitted by: Petrea