Tagged Carrier Interest

Review, manage, and engage with tagged carrier leads to start the submission process

Overview

Carrier Interest in Highwing represents a collection of clients that carrier partners have expressed interest in receiving a submission for the upcoming renewal.

Carriers have the ability to review your upcoming renewals and "tag" these clients within their internal platforms.  These policies are then identified and tagged within the Highwing platform. Tagged clients are also referred to as "Leads". 

My Book vs. Entire Brokerage

My Placements: Tagged Interest

My Placements has a tab for Tagged Interest, this shows carrier interest specifically for your book of business. Click into the client card to communicate with underwriters or quickly start a submission. Note: the flag icon also indicates a tagged lead.

All Tagged Interest

From My Workspace, All Tagged Interest shows tagged leads and the interested carrier for your entire brokerage. Use the drop down options to filter by Division and Policy Type or sort by expiration date. 

Notification Emails

Broker Users who have inbound leads from carriers within the next 120 days will be notified each Tuesday via email. The email will display the client name, tagged policy and interested carrier.

Tagged Leads Email

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