SCHEDULE A DEMO NOW CALL US DOWNLOAD ZUUM

[BR] Carrier Database

Document Status

APPROVED BY MOE

Last updated

V2

Document Owner

Chris Son

Designer

Chris Son

Developer

 

Sketch

https://www.sketch.com/s/a79c4aa0-0374-427d-9f45-df7da30070e1

Design

https://zuum.invisionapp.com/console/share/X82L4KF5AK/615717268

Purpose:

  • Currently, we have carrier onboarding and carrier database in two separate places and it confuses the users because the information is segregated.

New Dashboards:

There are 5 dashboards that show a different group of carriers that fall into each status

All Carriers Group

Design: IMG | SPEC

V2 Update:

  1. Filters for additional licensing and insurance

    1. These will filter the carrier list below by whatever attribute you select

    2. Please apply these for:

      1. Do Not Use

      2. Under One Year

      3. MC Rejected

      4. In Validation HOLD

        1. Need to confirm with Mo first

  2. New Columns

    1. Since we are adding these attributes to the carrier onboarding and details, we want to display them on the database

    2. Display check mark if these items are checked off from onboarding or carrier detail

    3. Please apply these for:

      1. Do Not Use

      2. Under One Year

      3. MC Rejected

      4. In Validation HOLD

        1. Need to confirm with Mo first