Departmental Workflows

Benefits
Activity Codes Cheat Sheet
Activities and Attachments Standards
New Business
Marketing
Servicing
Service Contracts
Terminating a Client or Policy

Commercial Lines
Activity Code Cheat Sheet
Activity and Attachment Standards
Agency Billing Q and A Epic Workflow
Audits
Binders of Insurance
Cancellations and Reinstatements
Claims
Corporate Client Renewal Workflows
Endorsements
Group 514 Client Experience
How to Update Certificate Holders in GKG Connection
Issue Auto ID Card
Issue Certificate Through GKGConnect
New Business
Non-Renewals and Conditional Renewals
Marketing
Renewing a Policy
Service Contracts

Personal Lines
Binders of Insurance
Issue Auto ID Card
Proofs of Insurance

Administration
Adding an Employee
Front Desk
Issue Auto ID Card
Service Contracts

Accounting
Accounts Payable
Accounts Receivable
How to Add an Employee
Journal Entries
Reconciliation
Transacting Agency Bill
Transacting Direct Bill Commissions
Transaction Codes
Transfer Funds
Voucher for Vendor Expenses Including Approval Process