Case Design Support

Case Design Support represents the workflow used to request and manage case design assistance within the team.

Availability

• This feature is available within teams only.
• All team members can participate based on their roles.

• Any team user can create a Case Design Request for a Client.
• Only one active request per Client is allowed.
• If a request is already open, a new one cannot be created.

•         Administrators

•         Can view all requests

•         Case Designers

•         Can view:

•         All unassigned requests

•         Requests assigned to them

•         Requests are displayed on the main dashboard.

The Producer can:

•         ❌ Cancel the request

•         ✅ Mark the request as completed

•         All Administrators and Case Designers will receive an email notification when a new request is created.

Note: Case Design Request vs. Share a Case

The difference between “Case Design Request” and “Share a Case” is that a Case Design Request flows from bottom to top – from Producer to Managers and Administrators. It goes to the pool of Managers and Admins on the team.

“Share a Case” can go from any user to any user. When an agent wants to share a case with a specific manager, we recommend using “Share a Case” – it will go directly to that manager, not to the pool of case requests.

If you have any questions, please reach out to Customer Support through the blue chat bubble, by phone at 949-600-7707, or by email at help@annuitiesgenius.com . We are happy to assist.