Regesta
⌘
Good morning, Dan.
The brief landed at 7:02. Three things need you. Your Workflow Report is ready for the review call.
53
Handled today
across three seats · logged
3
Waiting on you
one tap each · nothing sends itself
23
Commitments tracked
across the office · 4 due this week
1
Walls held
last night, 9:12 PM · in the record
CERTIFICATE REQUEST · ARRIVED 7:08 AM · CLASSIFIED NEEDS-REPLY
Re: certificate for the Westlake job
To: Rick Alvarez · Beacon Builders
Morning Rick, got your request. Sarah's putting the certificate together this morning and it'll be over to you before noon. Anything else you need on Westlake, say the word.
QUIET 4 BUSINESS 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 PER YOUR RULES
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 lands in 9 days
The renewal thread is live. Two replies are drafted: numbers Friday, or a call with Marcus first.
REVENUE
Referral from Tom Brennan wants a call this week
22-unit property firm. Thu 10:15 / Fri 2:00 open on your calendar.
PROMISE
Commitment due tomorrow: comparison sheet to Hendricks
You promised it Tuesday, in your own sent mail. Captured then, resurfacing now.
11:35aREGESTAAdjuster reply on the Patterson claim arrived · Mike's client update drafted.
11:06aREGESTAReferral email from Tom Brennan tagged REVENUE · calendar options pulled: Thu 10:15, Fri 2:00.
10:48aREGESTACommitment captured from Sarah's draft: Chen certificate batch promised today · watch set for 4:00 PM.
10:33aREGESTATriage pass: 11 items across seats — 2 needs-you, 5 delegable, 3 FYI, 1 noise.
10:07aREGESTARenewal thread from Caldwell tagged DECISION · two reply drafts staged for Dan.
9:34aREGESTACalendar: tomorrow's 9:00 producer interview has no prep note. One drafted, attached to the entry.
9:02aREGESTATriage pass: 9 items — 1 needs-you, 4 delegable, 3 FYI, 1 noise.
8:36aREGESTAPatterson summary handoff between Sarah and Mike at 2 business days · both nudged · stall clock recording.
8:14aREGESTACommitment resurfaced: comparison sheet promised to Hendricks, due tomorrow.
8:12aREGESTACarrier confirmation on the Nguyen van arrived · Sarah's client reply drafted.
8:01aREGESTAChaser pass: Morrow (day 4, Mike), Ellison (day 6, Mike), prior-agent records (day 3, Sarah) — drafts staged.
7:34aREGESTAProspect email held overnight per the rules, released with Dan's brief, reply drafted.
7:15aREGESTATriage pass: 14 overnight items filed across three seats — 3 needs-you, 6 delegable, 4 FYI, 1 noise.
7:08aREGESTACertificate request from Beacon Builders classified needs-reply · draft staged in Dan's queue.
7:02aREGESTAMorning briefs assembled for all three seats. Dan: 3 decisions, 3 drafts. Sarah: 2 items. Mike: 2 chases.