My Team: E-Subro Hub's Optimal Team Management Feature
E-Subro Hub provides many ways to access and review your personal Work List or, if needed, the Work List of another associate. Sometimes, being able to see a single user's Work List is not enough, and for managers and supervisors who would like to review demand inventory for a larger group of users, there is an optimal solution for you as well.
The My Team feature is an ideal option for managers who supervise multiple associates in a single claims unit as well as managers who oversee multiple claim-handling units. The My Team selection is located under the "E-Subro" dropdown menu in the "My Demands" slide-out menu; you will see "My Team" at the bottom of the list of options. Please be aware the My Team function must be turned on under your company configuration before you can see the menu selection.
If you are accessing My Team for the first time, you will need to create a list of the users who make up your team. This can be done by completing a name search under the "Add a Team Member" box and clicking the (+) to add the associate to your team. Continue this process until your team is complete. You can remove a member from your team by clicking the (-) next to the desired name on an existing team list. When you have filled out your team, you can begin filtering searches through the "View My Team's Demands" command.
When opening the My Team page on subsequent occasions, you will automatically be taken to the "Team Demand Listing" page. This is not a "Work List" but a list of demands owned by the associates on your team and filtered by the default parameters. You then have the option to adjust those filters.
When setting filters, it is important to remember that the more filters you activate the smaller your search result, while ignoring filters will cast a wider net. For example, if you select "Yes" for both "Action Flag" and "Message Flag," you will only receive a list with demands that show both an Action Flag and Message Flag. Alternatively, if you select "Ignore" for both "Action Flag" and "Message Flag," you will get a list of all demands whether they have either flag or not.
Once your team has been created, with some quick filtering options, a manager can readily view demands that are in need of attention. If the "Inactive For" filter is activated, a manager or supervisor can locate demands that have not been negotiated for an extended period of time. It is also possible to set parameters to locate demands with a pending Action Flag that may need the immediate attention of the handling associate. Any search result list can be exported to an Excel or PDF format for further review. This can be a powerful instrument to confirm subrogation demands are being pursued in an appropriate time frame; also, as a responder, a manager can verify claims are being handled within established company claim-handling requirements.
Yet another benefit of the My Team feature is the ability it offers to determine if an associate has any pending demands assigned to him/her. This is good information at any time, but especially helpful if a team member has moved on to a different role and will no longer be handling E-Subro Hub demands. Before the user ID is deactivated, you can see if any demands need to be reassigned. If you review your team list by clicking "Edit My Team" on the "Team Demand Listing" page, you will see an "All Demands Assigned" column next to a team member name (screenshot). Any number in that column would indicate pending demands owned by the associate.
In the previous screenshot, there is an "Add Members from an Existing Team" search entry. This is still another great benefit of the My Team functionality. If a manager has five reporting supervisors, and each of those supervisors has a team of 10 associates, the manager can quickly create a list of those 50 associates without actually having to search all 50 team members. The "Add Members from an Existing Team" allows a manager to simply pull up the lists of the five supervisors and import their 50 associates.
If you have not had the opportunity to use the My Team feature, we encourage you to explore its potential. Please contact AF if you wish to schedule a training demonstration for My Team.