Core Principle
Before responding:
Review the transaction.
Identify who initiated the issue (Analyst vs. State).
Confirm next steps internally if needed.
Then guide the partner clearly.
Flagged Filings
What it is:
An internal note from the Filing Analyst requesting clarification or correction.
Support Steps
Review the transaction
Read the analyst’s flag note.
Check policy docs, LOB, insured/insurer info.
Take screenshots if helpful.
Determine next step
If clear → Guide the partner on what to fix.
If unclear or new info is provided → Email the assigned analyst via side conversation.
Check availability
Confirm in Teams if the analyst is in office.
If unavailable, follow up with their Team Lead.
Do not guess at filing requirements. Always verify first.