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ThreadWise / Accounts and tasks
Keep the account and the work together.
Keep client information, documents, the person responsible, and due dates with each request. ThreadWise works alongside your agency management system (AMS), rather than replacing it.
Juniper Ridge Fabrication
- Primary contact
- Morgan Reed · Operations manager
- Current coverage
- General liability · Harbor Mutual
- Renewal date
- January 1
DocumentJuniper Ridge Fabrication General liability.pdf▤ Attached to account
Linked taskPrepare certificate for reviewOwner: Sam Ellis · Due October 8◷ In progress
Related approvalReview prepared certificateAction Center · Awaiting review
What you can do
Track task ownership and deadlines
Keep the original request, client account, responsible team member, due date, and progress together.
See what needs your attention
Use Action Center to find requests waiting on you. Read the original request and supporting information, then handle the available approvals or next steps.
Put it to work
Accounts and tasks in practice
Juniper Ridge Fabrication’s account keeps Morgan’s contact information, the current general liability policy, and a certificate task together. Sam Ellis owns the task due October 8, and the proposed work is ready for review in Action Center.
Action Center◷ Awaiting review
Original request
Certificate for the new workshopMorgan Reed · Juniper Ridge Fabrication
Coverage: General liability
Holder: Lakeview Property Group
Client email, policy, and lease requirements
Proposed action
Prepare the requested certificate
Use Juniper Ridge’s current policy and the lease requirements to prepare a certificate for Lakeview Property Group.
ApproveCancel
What you need to use it
You need permission to view the client account and its related work. The tools your agency connects determine which information is available. ThreadWise does not replace your agency management system.
Keep the work connected.
Start with the work