Marketing Timeline

Track and manage placements with an “at a glance” view of the marketing process

Overview

The Highwing Marketing Timeline is visible on every placement page and automatically populates the renewal milestones with the broker’s standard renewal timeline and due dates. 

Brokers can indicate their progress on each milestone so that teammates, producers, and managers stay in the loop. 

To update the progress of each milestone, users click on the drop-down menu below each milestone item and select whether that task is “Completed”, “In Progress”, or “Not Started”. 

Milestones that are overdue will have a red warning above them to indicate users. Once that task is completed and the status is updated, the warning will subside. 

Viewing Multiple Timelines

From your 'My Placements' page, marketing timelines for all active placements are visible and editable. If any milestones are overdue for a placement, a stopwatch icon will be present.

Timelines can be expanded or collapsed on individual placements or for all placements by selecting View Timelines or Hide Timelines. Timelines can also be collapsed within each placement.