hyperflow

Weekly report

Emailed to the agency every Friday at 8:00 AM
From
Hyperflow
To
Megan Hart, Chris Bell
Subject
Service desk, week of Oct 26, 2026: 38 of 44 finished

44 requests came in this week. 38 are finished and 6 are waiting on someone. Nothing went to a client or a carrier without a person approving it.

Request typeReceivedFinished
Certificate2319
Certificate reissue44
Policy change65
Renewal43
AMS update77

Still open

  • HF-1042Piedmont Hauling LLC: Certificate drafted. One thing they asked for isn't on the policy, and was left off.
  • HF-1041Riverside Roofing LLC: Certificate drafted and checked against 4 policies. Ready to send.
  • HF-1040Pine Hollow Builders LLC: Change request for Travelers drafted, with the new ID card to follow.
  • HF-1039Carolina Pressure Wash LLC: Drafted, but the policy can't give everything the holder asked for. A producer needs to decide.
  • HF-1038Haw River Electric LLC: Certificate drafted. Waiting on one detail from Luis.
  • HF-1037Eastgate Auto Repair Inc: Expiring terms pulled, exposures to confirm listed, and 2 certificates queued to reissue on the renewal date.

Coming up

2 clients renew in the next 30 days: Ridgeline Mechanical Inc, Eastgate Auto Repair Inc. 7 certificates will need reissuing, and Hyperflow will draft them for the renewal dates.

Monday through Thursday use sample figures in this demo.