Tasks

Creating a New Task

  1. Click on the Tasks queue at the top of the page in Expert Insured.
  2. Click on Create New Task.
    1. Enter the policy number or insured’s name >> Click Search.
    2. Select the applicable policy >> Click Continue.
    3. Fill in the Task Information.
      1. Select who the task should be Assigned To.
      2. Enter the task Due Date.
      3. Check the box next to the applicable task or use the Other option to create a task that is not listed.
      4. Click Finished to create the task.

Working on an Existing Task

  1. Click on the Tasks queue at the top of the page in Expert Insured >> Click on the task you are working on. This example is a task to attach the submission app.
    2. Find Insured
  2. Click on the Attach Submitted Application link.
  3. Click Browse >> Select the application >> Once it is attached, click Continue.
    1. For the Type, select Submitted Application >> Click Continue.
  4. Once the app has been attached, click Complete Task.
    1. Or, if needed, update/reassign or follow up on the task.