Uly's Book of Business

📋 None pending | Create Requirement / To-Do | Notes | 2 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 2 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 4 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 1 | Pending | Create Requirement / To-Do | 12/31/69 | Overdue | Ulysses Hernandez | Requirements: Resolve Producer Validation Error Form No: Requested For: Requested: 9/9/2026 Completed: Status: Outstanding Action: KC | Kayla Curtis - ADMIN | 9/10/26

📋 3 | Pending | Create Requirement / To-Do | 12/31/69 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 08/27/2026 KC | Kayla Curtis - ADMIN | 8/28/26

📋 3 | Pending | Create Requirement / To-Do | 8/14/26 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 08/14/2026 KC | Kayla Curtis - ADMIN | 8/14/26

📋 2 | Pending | Create Requirement / To-Do | 12/31/69 | Overdue | Ulysses Hernandez | Not seeing on carrier site yet KC | Kayla Curtis - ADMIN | 9/15/26

📋 None pending | Create Requirement / To-Do | Notes | 4 | Create Note

📋 1 | Pending | Create Requirement / To-Do | 12/31/69 | Overdue | Ulysses Hernandez | CA ABR REPLACEMENT FORM Ordered: 09/08/2026 Reached out to inform agent KC | Kayla Curtis - ADMIN | 9/8/26

📋 1 | Pending | Create Requirement / To-Do | 12/31/69 | Overdue | Ulysses Hernandez | CA ABR REPLACEMENT FORM Ordered: 09/08/2026 Reached out to agent to inform KC | Kayla Curtis - ADMIN | 9/8/26

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 1 | Pending | Create Requirement / To-Do | 12/31/69 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 09/02/2026 KC | Kayla Curtis - ADMIN | 9/2/26

📋 1 | Pending | Create Requirement / To-Do | 12/31/69 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 09/02/2026 KC | Kayla Curtis - ADMIN | 9/2/26

📋 None pending | Create Requirement / To-Do | Notes | 4 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 1 | Pending | Create Requirement / To-Do | 12/31/69 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 08/25/2026 KC | Kayla Curtis - ADMIN | 8/26/26

📋 None pending | Create Requirement / To-Do | Notes | 2 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 2 | Create Note

📋 1 | Pending | Create Requirement / To-Do | 8/20/26 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 08/20/2026 KC | Kayla Curtis - ADMIN | 8/20/26

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 4 | Create Note

📋 1 | Pending | Create Requirement / To-Do | 8/3/26 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 08/03/2026 KC | Kayla Curtis - ADMIN | 8/3/26

📋 None pending | Create Requirement / To-Do | Notes | 4 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | View all | Notes | 5 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 1 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 2 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 2 | Create Note

📋 1 | Pending | Create Requirement / To-Do | 7/16/26 | Overdue | Ulysses Hernandez | POLICY STATUS: Approved, not issued KC | Kayla Curtis - ADMIN | 7/16/26

📋 1 | Pending | Create Requirement / To-Do | 7/16/26 | Overdue | Ulysses Hernandez | POLICY STATUS:Approved, not issued Requirements: Resolve Producer Validation Error Form No: Requested For: Requested: 7/15/2026 Completed: 7/16/2026 Status: Completed Action: KC | Kayla Curtis - ADMIN | 7/16/26

📋 None pending | Create Requirement / To-Do | Notes | 2 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 2 | Create Note

📋 1 | Pending | Create Requirement / To-Do | 12/31/69 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 09/01/2026 KC | Kayla Curtis - ADMIN | 9/2/26

📋 2 | Pending | Create Requirement / To-Do | 8/26/26 | Overdue | Ulysses Hernandez | Per UHL- There was a message sent to agent via the message center on the UHL portal on 8.19 asking for confirmation of the client's marital status, because the app says he is married but the beneficiary states life partner. A follow- up message was sent again on 8.26 about the same info being needed and stated that if it was not submitted by 9.1 that this policy willbe filed as incomplete. bb | Brianne Brege - ADMIN | 8/27/26

📋 None pending | Create Requirement / To-Do | Notes | 4 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 2 | Pending | Create Requirement / To-Do | 8/5/26 | Overdue | Ulysses Hernandez | Not seeing on carrier site KC | Kayla Curtis - ADMIN | 8/5/26

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 1 | Pending | Create Requirement / To-Do | 8/3/26 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 08/03/2026 KC | Kayla Curtis - ADMIN | 8/3/26

📋 None pending | Create Requirement / To-Do | Notes | 3 | Create Note

📋 None pending | Create Requirement / To-Do | Notes | 4 | Create Note

📋 1 | Pending | Create Requirement / To-Do | 7/17/26 | Overdue | Ulysses Hernandez | POLICY STATUS: Approved, not issued Requirements: Resolve Producer Validation Error Form No: Requested For: Requested: 7/15/2026 Completed: 7/16/2026 Status: Completed Action: KC | Kayla Curtis - ADMIN | 7/17/26

📋 2 | Pending | Create Requirement / To-Do | 7/23/26 | Overdue | Ulysses Hernandez | policy has moved from EFT to direct bill. This is either due to a banking error or a missed requirement. Agent needs to reach out to the carrier and client to get this resolved and move policy forward. Reached out to the agent to notify. bb | Brianne Brege - ADMIN | 7/23/26