Missing Documents Pipeline Admin Steps | Scribe

Missing Documents Pipeline Admin Steps

  • 6 months ago
  • AgencyzoomAgencyzoom
  • LoomLoom
Configure Missing Documents Service Pipeline for Your Agency

SOP: Agency Zoom Service Center Missing Documents Pipeline Setup

Objective:

To set up the missing documents pipeline in the Agency Zoom service center for effective tracking and management of missing documents.

Key Steps:

  1. Service Categories:

    • Go to "Service Request Configuration" under "My Agency."

    • Click on "Add Service Category."

    • Type in "Missing the [Document Name]" for each document you need to track.

    • Click "Save" for each category added.

  2. Stages Setup:

    • Review the three stages: Carrier e-sign, Agency e-sign, and Mailing out documents.

    • Ensure that the "Carrier Customer Self-Service Link" is set up under each carrier in "Carrier Setup."

    • Edit the automation templates under each stage if using a different eSign system than DocuSign.

    • Change references of "DocuSign" to your eSign system (e.g., Adobe Sign) in each email and text template.

    • Click "Update Template" after editing each template.

  3. Customization:

    • If not using a particular stage (e.g., Mailing out documents), delete the stage by clicking on the "Edit" button and then the "Delete" button.

    • Turn off automation for the deleted stage to avoid any issues.

    • Ensure that the pipeline reflects only the stages relevant to your agency (Carrier e-sign, Agency e-sign).

Cautionary Notes:

  • Ensure that the service categories are accurately named to facilitate easy tracking.

  • Check and update the Carrier Customer Self-Service Link for each carrier to enable smooth customer interaction.

  • Double-check and update the automation templates to align with the eSign system used by the agency.

Tips for Efficiency:

  • Keep the service categories simple and specific to the documents frequently tracked.

  • Regularly review and update the automation templates to maintain accuracy.

  • Customize the stages to match the workflow of the agency for efficient document management.

By following these steps, you can effectively set up the missing documents pipeline in the Agency Zoom service center for streamlined tracking and management of missing documents.