PENDING BUSINESS




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Each individual producer will have their own page on our web-site to track the status of pending business.  Upon submission of your first piece of business after July 01, 2004, Jennifer Westervelt will assign your web page address and email you a link to that page (or send it by another method if you do not have email).  

Each producer's individual page will be updated at least once per week.  Please visit your page to check status on your cases.  Anything outstanding, whether needed from the producer, the client, or the home office will be posted.  Please understand, for security reasons and privacy consideration, we will not post personal client information, with the exception of the client's last name and first initial.

 

How To Access Your Pending Business Web Page

Type your personalized web page address into your internet browser

example:  http://www.shippfinancial.com/pb/12345rm.htm

Save this address in your "Favorites"
for easy one click access to your pending business!

You can't get to YOUR OWN pending business page directly from our website.  That would not be secure for our agents!  Each agent has their own web page that is only accessible using their personalized web address, like the example above.

 

If at any time you have questions regarding what is posted on your page, please contact Jennifer Westervelt (518-462-5645 ext 5) for assistance.

 



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