 Procedure for Sales Operations support of the quote-to-bind cycle where intermediaries need operational intervention referred quotes, manual ratings, and bind-queue exceptions.  Owner Distribution Operations Manager · SLA referred quotes actioned within 4 business hours All interventions are logged in the CRM activity timeline.

Quote and bind support

Sales Operations Overview

SOPs

A UI tile is a card-like block or visual item in the interface.

Tile

Sales Operations

Onboarding checklist

Work instruction: Creating CRM records

Reviewing intermediary applications

Manage intermediary onboarding

Intermediate Management 