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Run a scout

You can run a scout for one case from its Claimants tab, or for up to 4 cases at once from the Scouts page.

Run a scout from a case

Section titled “Run a scout from a case”
  1. Open the case and go to the Claimants tab.
  2. Select Run Scout. The list shows each scout for the case and for each claimant.
  3. Select an available scout and follow the steps in the dialog.
Run Scout menu showing one available scout and three scouts waiting for documentsRun Scout menu showing one available scout and three scouts waiting for documents

A scout marked Waiting needs a document the case does not have yet. The line under it names the missing document type, for example Waiting on Quotes.

Run a scout for several cases

Section titled “Run a scout for several cases”
  1. In the sidebar, select Scouts.
  2. Select a scout.
  3. On Select Cases, select up to 4 cases, then select Next.
  4. Complete the scout’s remaining step, if it has one:
    • Annuity Application Generator: on Select Templates, select the carrier applications to fill in (up to 17).
    • Policy Letter Generator: on Select Signature, select who signs the letters.
    • Funding Request Generator: on Details, select who signs the letters and, optionally, enter the defense attorney or adjuster for each case. See Funding requests.
  5. On Review & Start, check the scout, cases, and claimants, then select Start Scout.
Select Templates step listing carrier annuity application templatesSelect Templates step listing carrier annuity application templates
Review & Start step showing the selected scout, case, claimant, and templateReview & Start step showing the selected scout, case, claimant, and template

The scout runs in the background. Its result appears on the case’s Scout Deliverables tab. See Review deliverables.