Carol receives request
- If pink sticky* or green sticky is attached to TAM policy screen, e-mail is forwarded to request@sterlingrisk.com.
- If no sticky, cert is forwarded to AE to complete notepad and add pink sticky.
- AE must complete and forward to Quest within 30 minutes.
*Note: Pink stickies are confirmations that the notepad in TAM has been updated to show any pertinent additional coverages
Select Business Unit cert that are time-sensitive are issue within unit in a timely fashion.
Certificates issued by SBU are assigned in TAM to an S-CR activity code
Quest
- Prior to issuing certificate, Associate amends CSR to SBU AE to allow AE to receive a copy of each SBU certificate as it is issued.
- Amend CSR24 screen as follows:
- Find Insured in CSR24
- When “Insured Information” screen comes up select “Edit”
- Make sure the correct Account Executive is showing under “CSR” (if not, amend with correct name)
- Next to “Send CSR24 Email Request to:” make sure “CSR” is selected
- SBU AE will saved e-mail in an Outlook folder labeled “Issued Certificates”:
