The system Journal is a record of all activity and communication in connection with the policy.
How Do I Find The Journal?:
Search for the policy in the system.
You will then be presented with the following options:
Click Journal
This will take you to the Journal page of the policy record.
The Journal allows you to see the status of any communication between yourselves and us, It allows you to see the current status of a referral, if we have replied and what questions we may have asked.
Before contacting us, we recommend that you visit the Journal to understand the most recent position.
As shown in the example below, the journal will record the date of the communication, the type of communication and corresponding comments. The column titled Operator would show whether the entry was system generated, or created by an underwriter, in which case the name of the underwriter (whether from Commercial Express or from you as the Broker) will be recorded in this column. This allows you to know who has handled that element of the policy, and who to contact if you need to.
