The Search and Maintenance page can be accessed from any screen by clicking on gear icon. The Lapse Notices, Agents, Markets, Marketing Groups, Reminders, Text Templates, Scheduled E-Mails, Renewal List, Work Doc Audit, and Preferences tabs are explained in this document.

Lapse Notices

This page is in development.

Agents

The Agents tab allows you to search for retail agent and/or agencies. At least one searchable field must be entered. Entering multiple fields can help narrow down the search.

Adding an Agency Contact

To add an agency contact, select an existing contact in your search results and click +Add Agency Contact. Type in the information and click Save.

Editing an Agency Contact

To edit an agency contact, select an existing contact in your search results and click Edit Agency Contact. Make the necessary changes and click Save.

Disabling an Agency Contact

To disable an agency contact, select an existing contact in your search results and click –Disable Agency Contact. Click Disable to confirm.

Markets

The Markets tab is used to search for existing insurance markets, as well as to manage market favorites.

Market Search

To search for a market, enter the search criteria under the Market Search subtab and click Search.

Click the market name to view general info, lines of business, and existing market contacts.

Under General Info, click Manage Secondary Market Address to add or delete additional market email addresses. These are the available cc’s when using TITAN’s Marketing feature.

Under Line of Business, click Add a Line to add a line of business to the market.

Click the Add a Contact button at the bottom of the Market Contact section to add a contact to the market. Existing market contacts can be edited by clicking on their name.

Market Favorites

The Market Favorites subtab displays a list of existing favorite market agreements. To remove an agreement from the list, select the checkbox next to the market and click Remove Favorite.

Click Add Favorite to search for agreements. Both brokerage and contract binding agreements will be listed. To add an agreement as a favorite, click the  to change it to . Click Close when finished.

Marketing Groups

Review the Market Groups guide on SharePoint for details.

Reminders

Review the Reminders guide on SharePoint for details.

Text Templates

Add, edit, and delete text templates under the Text Templates tab.

Adding a Template

Click Add Template. Fill in the Description and Text. Click Submit to save. 

Editing a Text Template

Click the description link. Make any necessary changes. Click Submit to save.

Deleting a Text Template

Click the checkbox in the Delete column. Then, click Delete Templates. 

Scheduled E-Mails

The Scheduled E-Mails tab displays all emails scheduled to send at a later date. 

Click  to reschedule,  to send now, or  to cancel the email. Clicking the submission number will open the submission.

Renewal List

Review the Renewals guide on SharePoint for details.

Work Doc Audit

Users can see a who has accessed the Work Docs tab for a particular Account Exec’s accounts. Data is only available for the previous 3 months.

Preferences

Review the User Preferences guide on SharePoint for details.