Regesta
⌘
Good morning, Dan.
Everything else is already handled.
68
Handled today
no one had to touch these
3
Waiting on you
one tap each
14
Run by modules
certificates · renewals · submissions
1
Walls held
incl. last night · all in the record
CERTIFICATE REQUEST · 7:08 AM
Your certificate, Westlake Development
To: Rick Alvarez · Beacon Builders
Morning Rick, cert's attached with Westlake listed as holder, GL and umbrella shown. If their contract needs the waiver of subrogation shown too, say the word and I'll have it right over.
QUIET 4 DAYS · FLAGGED BY THE CHASER
Checking in on the Morrow Logistics submission
To: Underwriting · Travelers
Hi Karen, checking in on the Morrow submission. Driver schedules went over Thursday. Anything else you need from us to keep this moving?
ARRIVED 9:38 PM · HELD FOR MORNING
Re: can we talk this week?
To: New prospect (via website)
Thanks for reaching out, happy to talk. I have Thursday 10:15 or Friday 2:00 open this week. Which suits?
DECISION
Caldwell Machining renewal came back 12% up
Present it, or remarket it. Renewal in 9 days. Comparison pack is ready.
REVENUE
Referral from Tom Brennan: 22-unit property firm
Wants a quote conversation this week. Thu 10:15 / Fri 2:00 open.
PREP
Producer interview tomorrow 9:00
One-page prep note attached to the calendar entry.
11:24aREGESTAMidday map update: certificates remain the biggest interruption category. 44 this month and counting.
11:18aCERTSCert #4 today: subcontractor agreement parsed, additional-insured endorsement confirmed, issued, logged.
11:07aMIKERouted to Mike with a 3-line summary and the two dates that matter. Client update drafted for his tap.
11:06aMIKEClaims adjuster replied on the Patterson file.
10:50aRENEWALSMVRs pulled for the trucking submission driver list. Two flags routed to Mike with the underwriting context.
10:39aMIKEBinder checklist assembled for Mike: what's needed, what's on file, what's missing. Binding stays human, always.
10:38aMIKEProspect from last month's quote: “we're ready to move forward.”
10:25aREGESTAMidday digest to owner: 34 items handled across 3 people and 3 modules. Owner has touched 4. Selling time protected: 3.5 hours.
10:10aREGESTAPatterson handoff cleared: Mike picked it up. Stall time logged to the map: 2.1 days.
9:55aREGESTACarrier went quiet on the Chen endorsement, day 3. Nudged. Reply will route to Sarah.
9:42aSARAHFNOL logged to the AMS claim record, photos requested from the client, adjuster-response watch set.
9:40aSARAHClaims first notice: water damage at Hobart Deli. Carrier FNOL filed, acknowledgment drafted for Sarah's tap.
9:32aREGESTAFiled to the record: this prospect prefers afternoon calls, references his brother's policy, price-sensitive on cargo. The agency will never re-learn this.
9:30aSUBMITSubmission module: new-venture trucking application assembled from intake notes. ACORDs pre-filled, driver schedule formatted, sent to Mike for the judgment call.
9:23aSUBMITProperty-firm submission opened from the call notes: building schedule requested, loss history requested from the prior agent.
9:21aOWNERCaptured from the call: quote package promised “by Friday.” Tracked. Assembly already started.