Incoming Mail/Document Retreival/Hello Inbox 📩

Incoming Mail

Incoming Mail can be located here: Incoming Mail

We scan in the mail usually every other day. From here Donna will move the douments into the correct folders and then the Operations team will move the into Ezlynx and run the applicable workflows. More can be found here on this process Mail/Hello/Document Retrieval

Document Retrieval

Document Retrieval can be located here: Document Retrieval

We check certain carrier websites for specific documents such as cancellations, additional information, recommendations and more.

We follow the Mail/Hello/Document Retrieval process

Streetsmart Insurance Document Retrieval Status Sheet [NEW]

Hello Inbox

Hello inbox can be located here: Hello inbox

Hello Inbox receives all the general emails, and documents including FAXES for Streetsmart Insurance. It is important to check if there are any urgent emails that need to be processed as soon as possible.

We follow the Mail/Hello/Document Retrieval process

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