1 — DATE HITS
What’s due
Renewal, audit, Schedule A, or a loss-run window. The row already knows the client, the line, and who to ask.
How it works
The Book sends the request. The broker finishes it.
A date hits. The Book opens the row on that company, addresses that line’s carrier, and sends the request from the account manager inbox. You review the reply and close the file. It sits next to the AMS. It does not replace it.
Four moves
Same motion on both sides of the book.
2 — OPEN THE ROW
That company, that line
Not starting the email from scratch. The Book opens the work on the account that is actually due.
3 — START THE REQUEST
From the AM inbox
It addresses that line’s carrier. Policy # or Group # is already on the thread. Follow-up stays on that inbox so the carrier sees the person they know.
4 — BROKER FINISHES
You still close it
Review, exceptions, and the client decision stay with your team. File the artifact in the AMS. Status is work state, not a compliance opinion.
P&C EXAMPLE
Loss runs
The writing company on that policy gets the request. Policy number on the thread. Loss-run page →
EB EXAMPLE
Schedule A
Each vendor on the group gets its own request. Group number on the thread. Schedule A page →