Agency Orchestration Engine
Visual orchestration dashboard for onboarding workflows
3
Acquisition Completed
5
Systems Assessment Done
1
Migration Failure
8
Compliance Approved
12
Phase Completed
Task Queue
Automatically routed tasks by type and priority
HighData
in-progressComplete data mapping for Pacific Coast Brokers
Pacific Coast BrokersSarah Chen
Due 2024-12-15CriticalIT
blockedIT infrastructure review for Southern States
Southern States AgencyMike Johnson
Due 2024-12-12MediumTraining
pendingUser training schedule for Rocky Mountain
Rocky Mountain BrokersEmily Davis
Due 2024-12-20HighCompliance
in-progressCompliance documentation review
Atlantic Risk SolutionsLegal Team
Due 2024-12-14MediumIntegration
pendingCarrier API integration setup
Great Lakes InsuranceDev Team
Due 2024-12-18SLA Monitoring
Track onboarding timelines and blockers
Onboarding SLA
Target: 12 weeksActual: 10.2 weeks
Data Migration
Target: 2 weeksActual: 1.8 weeks
Integration Setup
Target: 3 weeksActual: 3.5 weeks
Training Completion
Target: 1 weekActual: 0.9 weeks
Escalations
critical3 days
Data migration blocked - schema mismatch
Southern States AgencyData Team
high1 day
Carrier API timeout issues
Pacific Coast BrokersIntegration Team
Automation Rules
Auto-assign IT tasks
45 runsEscalate blocked items
12 runsNotify on phase complete
89 runsSLA breach alerts
3 runsRecent Activity
Task completed
Data mapping for Rocky Mountain
New task created
Compliance review assigned
Escalation raised
Migration blocker detected
Phase completed
Pacific Coast - Step 3