Human judgment required
Confirm the additional driver before the customer’s renewal is released
Vero found a driver named in the customer email but not on the current policy record. Review the evidence before the draft leaves the agency.
Riverside Insurance workspace
What needs attention today
One ranked view of the work that needs a decision, an owner, or a next move.
Then work down
| Request | Next action | Owner | Due | Status |
|---|---|---|---|---|
| Loss-run request for TravelersOak Street Dental / Commercial package | Review carrier attachment | ACAva Chen | 10:45 AM | In progress |
| Add 2024 Ford TransitNorth Bay Electric / Commercial auto | Confirm effective date | JLJordan Lee | 12:00 PM | Open |
| Evidence of insuranceHaven Property Group / General liability | Waiting on certificate holder | MCMei Chen | 1:30 PM | Waiting |
| Mortgagee updateDaniel Ruiz / Homeowners | Approve drafted endorsement | ASAli Safavi | 3:00 PM | In progress |
Showing the next 4 sample requests
Shared work queue
Requests
Every request stays visible with its customer, owner, next action, state, and history.
| Request | Next action | Owner | Due | Status |
|---|---|---|---|---|
| Add a driver to the policyOak Street Dental / Personal auto | Confirm effective date | MCMei Chen | Today | In progress |
| Evidence of insuranceHaven Property Group | Waiting on certificate holder | JLJordan Lee | Today | Waiting |
| Billing questionRamos Family / Personal auto | Review carrier response | ASAli Safavi | Tomorrow | Open |
| Mortgagee updateDaniel Ruiz / Homeowners | Customer update sent | MCMei Chen | Complete | Done |
Start visible work
Create a request
Capture what the customer needs. OS Lite creates the record before execution begins.
Service Network
Service Network
Follow eligible work that has been accepted into Service Network and see who owns the next action.
Handoff is not a black box.
Sample dataApproved scope, assigned supply, progress, completion evidence, and the governing commercial record remain connected.
REQ-4821 / policy change
Add a driver to the policy
Gathering missing information through the approved customer channel.
Vero capabilitySupported communication
REQ-4796 / certificate
Evidence of insurance for vendor contract
Qualified professional review is waiting on agency authority.
Qualified personWaiting on agency
REQ-4752 / billing
Resolve duplicate carrier charge
Completed with the customer update and source evidence attached.
COVU professionalCompleted
Commercial transparency
Usage & Credits
Understand the promotional balance, current commercial context, and completed usage without exposing internal ledger mechanics.
$300 promotional Credits
Available for eligible usage under approved scope and current Service Network availability. Promotional Credits have no cash value.
Card for grantNot required
ExpirationShown with the actual grant
Auto-reloadOff by default
Terms before paid usage
The complete current rate card remains available on demand. Payment authorization or an approved invoice/ACH branch is required before paid continuation after Credits.
Rate cardAvailable on demand
Spending capOptional, off by default
CorrectionsReviewed with history preserved
Sample activity
Add a driver to the policyAccepted into an eligible Service Network lane
Promotional CreditsFunding context recorded
In progressEvidence of insuranceWaiting on agency authority
No completed outcomeNo completion record yet
WaitingResolve duplicate carrier chargeCompletion evidence recorded
Promotional CreditsCommercial context preserved
Completed