Building a carrier-monitoring process

Decide which carriers to review and who owns each change alert.

Private-preview guidance. Examples and planned account workflows are not confirmation of a live purchase, activated access, or enabled notification service.

What to know

1. Maintain a verified list of carrier identifiers for your active relationships.
2. Assign someone to review authority, insurance, and safety changes and record the response.
3. Set a manual recheck path when a source or alert service is unavailable.
4. Do not assume a carrier is monitored because it appears in a preview list. Confirm live monitoring and notification acceptance first.