Agent - Offboarding - InsureLine

Please provide minimum of 3 business days

Email(Required)

Email(Required)

Phone

Franchise(Required)

Termination Date(Required)

Reason for Offboarding(Required)

Other

Does the user have personally owned devices that need to be removed from Managed Services? (Provide computer name/serial number if known)(Required)

Who should have read and manage access to the user's mailbox?(Required)

If an out of office reply is required, please enter it here.

Would you like new emails forwarded to a specific mailbox? If yes, please specify the recipient.

Please note - This is for Ubity and PortSIP ONE phones only

Do you want the phone extension and/or DID forwarded? If yes, then to which extension?

Who should PandaDoc documents be transferred to?

Do you wish to retain the user license for future use? (Yes – retain / No – release)(Required)

Is a workload reassignment required?(Required)

Who should tasks and activities be assigned to?

Which servicing role should be reassigned?

Who should the client level CSR role be reassigned to?(Required)

Who should the policy level CSR role be reassigned to?(Required)

Who should the client level producer role be reassigned to?(Required)

Who should the policy level producer role be reassigned to?(Required)

Additional Notes

Who should open items be transferred to?

Please note, if this is left blank they will be transferred to the terminated users manager

Notes

Agent – Offboarding