Diary Processing

• Diary Entry By Insured – Events for a specific insured and/or policy may be entered, tracked, reviewed, marked completed or transferred to another underwriter or employee.
  
  
• Diary Name Changes – All diary entries for one underwriter / employee may be transferred to another individual.
  
  
• Diary Queries and Reports – At any time, existing diary events may be selected for query and reports using multiple filters, including underwriter, date, event, insured and policy.