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The workbench gives your team five views of the same operating record. Each view answers a different question, and Aurora is one rail away from all of them.

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Desk

Decisions holds moments and approvals waiting on a person. Active files shows work moving now. Waiting shows files blocked on someone else. Done today and the action log make Aurora’s work visible without forcing you to open every file. The calendar beside the work list is forward-looking: quotes and policies coming due, and the reminders Aurora has set herself, one day at a time. The badge on the Desk icon counts work that needs you, not every unread event in the system.

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Email notifications

New team questions, takeover requests, held urgent actions, and execution failures are emailed to active desk members when they arise. Other open moments roll into the morning briefing, sent when the workspace clock reaches 7:00 AM unless the desk is quiet. There is no member-level notification toggle in the current Settings screen.

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Mail

All correspondence flows through a shared MGA mailbox with four views: Inbox, Sent, Drafts, and Trash. Open a linked thread to see its file banner, current stage, and handling mode. Mail rows do not show the linked file or Aurora’s internal classification. A thread on a file opens with the file number, the insured, the stage, and whether the file is in Auto or Manual handling. Take over puts the whole file in Manual; Aurora takes no file turns until you Hand back. Replies Aurora has drafted but not sent sit above the conversation, where you can approve them, send them with edits, or reject them. Mail does not wait in a triage queue. A new submission opens a file. A question, bind order, or servicing request on a known file is handled on that file. The same request with no file behind it is placed by Aurora when she can find the file, and becomes a question under Decisions when she cannot. Automated and marketing mail is recorded and left alone. See Intake and clearance.

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Book

The Book is the record of submissions and policies. A file holds the insured, agency, and producer, the application answers with their sources, open gaps, the risk assessment and coverage suggestions, correspondence, quotes, policy transactions, documents, invoices, and activity history. Files normally open from inbound producer mail. Search finds mail, files, policies, agencies, and producers.

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Distribution

Distribution is the agency and producer register. Each agency dossier carries contacts, licensing, E&O, W-9 details, appointments, commission terms, statements, and the business it has placed.

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Accounting

Accounting holds receivables, payments, carrier settlements, agency statements, trust activity, bank reconciliation, the premium ledger, filings, state rules, and reports. See the Accounting overview for the registers and exports.

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The Aurora rail

The rail opens beside any view and is anchored to what you are looking at. On a file it is the file’s thread. On a mail thread it is that thread. Anywhere else it is a plain conversation. The chip above the composer names the anchor and lets you step off it, or back onto the page’s subject. A file’s thread is the file’s story. Everything Aurora did on the file lands there: the mail she read, each turn she took and what woke it, the reminders she set, and your conversation with her. Aurora answers with more than prose: references to files and threads, tables from the record, held actions you can approve in place, drafts, and links that open the right sheet. Use the Aurora orb or Command/Ctrl-Shift-A to open the rail. The global search box also accepts a question as well as a destination; its first result sends the text to Aurora. The workbench updates as Aurora works. Moments, approvals, turns, thread activity, and application changes appear without a refresh.
1

Read Decisions

Clear moments and approvals that block files from moving.
2

Check Mail

Reply on threads whose file you have taken over. Aurora is driving the rest.
3

Scan Active files

Confirm the moving book looks right and investigate work that has stalled.
4

Review Waiting

Check the oldest outside dependencies and decide whether to follow up or escalate.

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Access

Underflow is invite-only. Members sign in with an eight-digit email code. The code expires after five minutes. Admins and owners manage members and invitations under Settings; every member can manage their own signature and reading pane. See Settings and administration.