WorkDesk Activities
The quote related workflow is organized around the concept of Work Desks which correspond
to standard roles within the business. SurSITE® and DirectINSURE® application users
access functions at Work Desks based on the work role they have assumed when logging
on to the system. A single user might be able to access multiple Work Desks, depending
on how the client has organized the internal workflow and what the company’s policies
are. The table below illustrates a simple workflow configuration for "non-tariff"
business.