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The Diaries list provides a place for you to review diaries assigned to your group or that you have assigned to yourself. By default, the list is sorted according to Review Date. Clicking a column heading sorts the list accordingly.
The Needing My Approval and My Submitted Quotes and Policies tabs are used for approving or checking the status of new business or endorsement quotes. These are discussed in seperate topics:
To view a diary:
Select an Agent or Producer # (if more than one available) to filter the list.
Click the Group Diaries, My Diaries or Closed tab to select the diary type.
Click the Subject to select an entry in the list.
To add an entry to, re-assign or close a diary, follow the steps to respond to a diary.
