The five lanes on this desk
- Prospects. Waits for your yes: Approve the reply to a new business prospect.
- Quotes & applications. Runs every day, and flags what slips to a person.
- Renewals. Waits for your yes: Approve the renewal letters.
- Policy service. Runs every day, and flags what slips to a person.
- Commissions & compliance. Waits for your yes: Approve the producer commission run.
This desk is a sample business, not a real customer. On your own desk, the lanes are the jobs your team already does by hand, and you decide which ones wait for your yes.