Steve DeLonge
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Recent activity by Steve DeLonge-
Create a Case
Step 1: To begin a new case select START APPLICATION. Step 2: Click once on the account you want to create a new case in. (Depending on your role you may only have access to one account.) The ...
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MY CASES
Use My Cases to access any case that you created. You can sort on any of the columns and we also recommend using the Filter Cases search box. Filter by Applicant Name or Case status if you don’t kn...
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CASE MANAGER
Note: A customizable version of Case Manager has been developed as part of the Underwriter Workbench offering. For more information see Customizable Case Manager. The Case Manager is primarily used...
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Application
Within an active case the screen contains 3 areas. On the left the sections are displayed. The middle section is the Application, where you will enter information. On the right are the Case Details...
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Pause or Cancel a Case
At any point you’re entering information you can exit case. You can do so by Selecting Exit Application at the bottom of the screen Signing out of Agenium at the top right Navigating back to th...
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ROLES
The Roles Page: Depending on a user's role they may have access to the role's page available from the main menu on the lefthand side bar. This page displays all available User Roles that can be ass...
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Review a Completed Case
All cases can be reviewed on the Case Summary. If a Case Transcript or Voice Recording was created they would also be available on the Case Summary. Access the Case Summary for the desired case by ...
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CALL MANAGER
Please note: Agenium has partnered with MRS to cover any phone interview or voice signature needsThis utility allows users to attach phone calls to cases. Calls are linked to Clients through the MR...