Follow-up & follow-through
The same close-the-loop worklist the renewals desk runs — here every task is pinned to an estimate in the revision loop, so nothing goes silent on a carrier portal.
Open
7
Overdue
7
Closed
13
| Task | Kind | Estimate | Carrier | Ball | Owner | Due | Status | |
|---|---|---|---|---|---|---|---|---|
| Escalate to Allstate team lead — round 2 overdue | nudge_carrier | EST-24033-RCN Fontenot, Lisa | Allstate | Our court | Alana Pierre | Jun 29 | overdue | |
| Call USAA desk adjuster for status | nudge_carrier | EST-24090-RCN Nguyen, David | USAA | Our court | Alana Pierre | Jun 30 | overdue | |
| Submit initial mitigation estimate to USAA | submit | EST-24151-MIT Carmichael, Tom | USAA | Our court | Tyrell Joseph | Jun 30 | overdue | |
| Answer auditor — DOCUMENTATION, SCOPE | respond | EST-24033-RCN Fontenot, Lisa | Allstate | Our court | Alana Pierre | Jul 3 | overdue | |
| Answer auditor — DOCUMENTATION, SCOPE | respond | EST-24090-RCN Nguyen, David | USAA | Our court | Alana Pierre | Jul 3 | overdue | |
| Nudge Travelers at day 4 | nudge_carrier | EST-24145-RCN Acadian Bistro (commercial) | Travelers | Carrier court | Tyrell Joseph | Jul 4 | overdue | |
| Answer auditor — DOCUMENTATION, SCOPE, OP_DISPUTE | respond | EST-24130-MIT Robicheaux, Paul | Allstate | Our court | Tyrell Joseph | Jul 18 | overdue | |
| Confirm air-mover qty against SF price list | verify_code | EST-24117-MIT Boudreaux, Marie | State Farm | Complete | Tyrell Joseph | Jun 28 | done | |
| Build itemized contents inventory from Encircle | respond | EST-24140-CON Levee Rd Apartments (contents) | NFIP (WYO) | Carrier court | Alana Pierre | Jun 28 | done | |
| Confirm settlement posted to CANAM job | submit | EST-24001-MIT Thibodeaux, Claire | State Farm | Complete | Tyrell Joseph | Jun 29 | done | |
| Attach day-6 moisture reading + resubmit | respond | EST-24117-MIT Boudreaux, Marie | State Farm | Complete | Tyrell Joseph | Jun 30 | done | |
| Answer auditor — DOCUMENTATION, SCOPE | respond | EST-24130-MIT Robicheaux, Paul | Allstate | Our court | Tyrell Joseph | Jul 3 | done | |
| Compile flood documentation packet (no O&P) | respond | EST-24140-CON Levee Rd Apartments (contents) | NFIP (WYO) | Carrier court | Alana Pierre | Jul 3 | done | |
| Compile flood documentation packet (no O&P) | respond | EST-24140-CON Levee Rd Apartments (contents) | NFIP (WYO) | Carrier court | Alana Pierre | Jul 3 | done | |
| Write multi-trade O&P justification memo | respond | EST-23980-RCN Gulf Coast Dental (commercial) | Travelers | Carrier court | Alana Pierre | Jul 3 | done | |
| Nudge Allstate at day 6 if no response | nudge_carrier | EST-24130-MIT Robicheaux, Paul | Allstate | Our court | Tyrell Joseph | Jul 5 | done | |
| Answer auditor — DOCUMENTATION, SCOPE | respond | EST-24140-CON Levee Rd Apartments (contents) | NFIP (WYO) | Carrier court | Alana Pierre | Jul 6 | done | |
| Answer auditor — DOCUMENTATION, SCOPE | respond | EST-24140-CON Levee Rd Apartments (contents) | NFIP (WYO) | Carrier court | Alana Pierre | Jul 6 | done | |
| Attach photo justification per challenged item | verify_code | EST-24117-MIT Boudreaux, Marie | State Farm | Complete | Tyrell Joseph | Jul 9 | done | |
| Answer auditor — DOCUMENTATION, SCOPE, OP_DISPUTE | respond | EST-24117-MIT Boudreaux, Marie | State Farm | Complete | Tyrell Joseph | Jul 10 | done |