How raters know what to rate next-and manage their queue
Watch the Demo Video
To see the process in action, head over the video by clicking on the button.
Take a few minutes to watch before moving on-this will make the hands-on exercises much easier and faster to complete.
Play
Watch the Demo Video
In this demo, we’ll show you how we’ve streamlined the remarketing process based on recent feedback.
The goal is simple: keep key data in one place so you don’t have to jump between tabs. You’ll see how to add policy numbers, notes, and attachments directly into the remarketing ticket, and use the new QQ button for quick access to account info.
Play
You've got the overview-great work!
Next step: hands-on training, where you'll try out the process yourself and build confidence with each click.
Discover by Doing
You've seen how the process flows. Now build confidence by navigating through the system step by step.
Start >
Checklist: Remarketing Queue Practice
Launch Remarketing from an account
Add Quote Details - carrier, line of business, method premium
Set Quote Status - Pending, Quotes, or Pending Account Manager Review
Confirm that completed quotes drop off the open queue automatically
Sort your view - filter Commercial vs. Personal lines
Check the Assigned Rater and the number of Open Quotes per account
Add multiple quotes to the same account with different assigned raters
Next >
Checklist: Remarketing Queue Practice
Search by your name in Assigned Rater to view only your quotes
Use the Remarketing ticket to store key data in one place (policy number, notes, attachments)
Upload documents (e.g., dec pages, sample docs) so all raters can access the same information
Use the QQ button or remarket data panel to quickly reference rating information without switching tabs
Ensure multiple lines of business (e.g., Dwelling Fire, Homeowners) have the correct policy numbers and reference notes attached for easy lookup
Next >
Quick quiz time
00:15
00:15
00:15
00:15
00:15
00:15
00:20
00:15
00:15
00:15
00:15
Remarketing Queue Process:
From learning to doing; go ahead and give it a try!
Start >
Make sure to record your screen for each scenario
Send the recording to your Trainer
Open Airtable-Service Manager [Demo]
Work through the sample scenarios provided
Check off each item one at a time as you complete it.
Quick Start Guide
Next >
Troubleshooting Scenarios:
Wrong Carrier or Line of Business (LOB) Entered "You've just entered a quote but realized the wrong carrier or line of business was selected. What steps should you take to correct it without starting over?"
Accidentally Removed from Queue "While updating a quote's status, you notice it has dropped out of the Remarketing queue by mistake. How can you re-add it so it appears again?"
Multiple Raters on One Account "An account has several open quotes, each assigned to different raters. What's the best way to stay organized and ensure each rater knows which quote they're responsible for?"
complete
Training complete
You've shown that you can apply the steps with confidence.
Rater Queue (3/3/26)
Faye Dames
Created on March 3, 2026
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Transcript
Rater Queue
Remarketing Queue Process
How raters know what to rate next-and manage their queue
Watch the Demo Video
To see the process in action, head over the video by clicking on the button.
Take a few minutes to watch before moving on-this will make the hands-on exercises much easier and faster to complete.
Play
Watch the Demo Video
In this demo, we’ll show you how we’ve streamlined the remarketing process based on recent feedback.
The goal is simple: keep key data in one place so you don’t have to jump between tabs. You’ll see how to add policy numbers, notes, and attachments directly into the remarketing ticket, and use the new QQ button for quick access to account info.
Play
You've got the overview-great work!
Next step: hands-on training, where you'll try out the process yourself and build confidence with each click.
Discover by Doing
You've seen how the process flows. Now build confidence by navigating through the system step by step.
Start >
Checklist: Remarketing Queue Practice
Launch Remarketing from an account
Add Quote Details - carrier, line of business, method premium
Set Quote Status - Pending, Quotes, or Pending Account Manager Review
Confirm that completed quotes drop off the open queue automatically
Sort your view - filter Commercial vs. Personal lines
Check the Assigned Rater and the number of Open Quotes per account
Add multiple quotes to the same account with different assigned raters
Next >
Checklist: Remarketing Queue Practice
Search by your name in Assigned Rater to view only your quotes
Use the Remarketing ticket to store key data in one place (policy number, notes, attachments)
Upload documents (e.g., dec pages, sample docs) so all raters can access the same information
Use the QQ button or remarket data panel to quickly reference rating information without switching tabs
Ensure multiple lines of business (e.g., Dwelling Fire, Homeowners) have the correct policy numbers and reference notes attached for easy lookup
Next >
Quick quiz time
00:15
00:15
00:15
00:15
00:15
00:15
00:20
00:15
00:15
00:15
00:15
Remarketing Queue Process:
From learning to doing; go ahead and give it a try!
Start >
Quick Start Guide
Next >
Troubleshooting Scenarios:
Wrong Carrier or Line of Business (LOB) Entered "You've just entered a quote but realized the wrong carrier or line of business was selected. What steps should you take to correct it without starting over?"
Accidentally Removed from Queue "While updating a quote's status, you notice it has dropped out of the Remarketing queue by mistake. How can you re-add it so it appears again?"
Multiple Raters on One Account "An account has several open quotes, each assigned to different raters. What's the best way to stay organized and ensure each rater knows which quote they're responsible for?"
complete
Training complete
You've shown that you can apply the steps with confidence.
Continue practicing and reinforce your learning.