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07. Pending tasks and completed tasks

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Objective

Follow the requirements and processing steps of your files. It is crucial to note that these tasks are assigned by the institutions or your general agent; you cannot create them manually.

Step 1: Manage pending tasks (Action required)

Pending tasks (represented by the small bell icon) indicate either a necessary action on your part or a step that is being evaluated by the insurer.

  1. Access: Click on the bell icon to see the list.
  2. Organization: Tasks are grouped by financial institution.
    • Note: They are not listed in chronological order.
  3. View: Click “View” to read the full details of the query.
    • Click on the “customer file” icon to go directly to the complete file of the person concerned.
  4. Filtering: You can filter this list by specific customer to isolate requirements related to a single folder.

Step 2: View the history of completed tasks

The history (represented by the box icon with a notch) serves as a search engine to check what has already been completed.

  1. Access: Click on the box icon.
  2. Default View: The system automatically displays tasks completed in the last 30 days.
  3. Custom search: Use the filters to find specific information:
    • By customer: Enter the first few letters of the name.
    • By institution: Select a specific insurer (e.g., Equitable, IA Financial Group).
    • By date range: Set an interval (e.g. from January 1st to today).
  4. Update: Click “Refresh List” to apply your filters.

Step 3: Detail Analysis and Follow-up

Regardless of the status of the task (pending or completed):

  • View button: Allows you to understand the nature of the requirement (e.g., telephone interview, medical report received, etc.).
  • Customer Record: Allows you to see all of the customer’s products and contracts to put the task in context.

⚠️ Points of vigilance

  • Chronological order: Be aware that lists are not sorted by date by default. Always check the End Date or Creation Date column.
  • Origin of tasks: If a task appears in “Pending”, it often means that the insurer is waiting for a document or action from you (or the client) to move the file forward.

💡 Practical tip: Get into the habit of emptying your “bell” (pending tasks) every morning. This is the best way to ensure that no proposal is blocked by a simple lack of administrative follow-up.