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LEADER Insurance - Team Board
Lender Environmental Accelerated Diligence Exact Reimbursement Insurance (LEADER Insurance)
LEADER Insurance - Team Board - Velocity (30 days)
Total Completed
45
Story Points
116
Avg Cycle Time
12.9 days
Daily Avg
1.5
Backlog
13
Rating Model - Base Premium (Management)
dpitallano_ucpmRating Model - Policy Term (Management)
dpitallano_ucpmRating Model - Loan to Value (Management)
dpitallano_ucpmRating Model - Loan Type (Management)
dpitallano_ucpmRating Model - Risk Review Fees (Management)
dpitallano_ucpmRating Model - Property Type (Management)
dpitallano_ucpmRating Model - Publish and Version History
Workflow - Application Status
Workflow Process and Emails
Setup Email Templates in AWS SES
dpitallano_ucpmUpdate Email Template Management based on AWS SES
Create a diagnostic/email tester to validate connection to AWS SES
dpitallano_ucpmDashboard for Agency User
Cancelled
1
Application Form - Referral Path - Additional Underwriting Details
Closed
45
Move Internal Pages from Prototype Solution
dpitallano_ucpmMove Login Page from Prototype Solution
dpitallano_ucpmApplication List for Bank User Dashboard - Draft Applications
dpitallano_ucpmApplication List for Bank User Dashboard - Bound Policies
dpitallano_ucpmApplication Form - 02 Quick Rater & Review - Premium
dpitallano_ucpmApplication Form - 05 Review & Submit
dpitallano_ucpmApplication Form - Reference Data
dpitallano_ucpmApplication Form Updates
dpitallano_ucpmMove External Pages from Prototype Solution
dpitallano_ucpmApplication Form - 01 Loan & Property Basics
dpitallano_ucpmApplication Form - 03 Borrower & Collateral
dpitallano_ucpmApplication Form - 04 Environmental Declarations
dpitallano_ucpmApplication Form - 02 Quick Rater & Review - Taxes & Fees
dpitallano_ucpmApplication Form - 04B Environmental Declarations
dpitallano_ucpmApplication Section Adjustments
dpitallano_ucpmApplication Section Adjustments - New/Revised Questions
dpitallano_ucpmStorage Tank Questions
dpitallano_ucpmMove Main Navigation and Footer from Prototype Solution
dpitallano_ucpmSummary Cards for Bank User Dashboard
dpitallano_ucpmApplication Form - 02 Quick Rater & Review - Environmental Fee
dpitallano_ucpmApplication Form - Cancel Application
dpitallano_ucpmRating Model - Base Premium (Data)
dpitallano_ucpmRating Model - Policy Term (Data)
dpitallano_ucpmRating Model - Loan to Value (Data)
dpitallano_ucpmRating Model - Loan Type (Data)
dpitallano_ucpmRating Model - Property Type (Data)
dpitallano_ucpmRating Model - Risk Review Fees (Data)
dpitallano_ucpmSign-up - Create new User (Database)
gcabrera_ucpmUser Management - Filter and Search
gcabrera_ucpmSummary Cards for User Management
gcabrera_ucpmUser Management - List Table - Based on Status
gcabrera_ucpmEnvironmental Liability Insurance Application Form
dpitallano_ucpmQuick Rater Computation
dpitallano_ucpmApplication Form - 02B Referral Confirmation
dpitallano_ucpmAdminPanel Email Templates
pparinas_ucpmReferral Message
dpitallano_ucpmApplication Form - Declination Rules and Assessment
dpitallano_ucpmApplication For - Declination Page
dpitallano_ucpmApplication Form updates - as of 11/24/2025
dpitallano_ucpmApplication Form - Referral Path - Additional Underwriting Questions [Revised]
dpitallano_ucpmApplication Form updates - as of 12/03/2025
dpitallano_ucpmFeedback on Generated Documents - as of 12/08
dpitallano_ucpmRevisions on Referral / Decline Rules - as of 12/10
dpitallano_ucpmRevisions on Rating Model Configuration - as of 12/05
dpitallano_ucpmRevisions on Premium Computation - as of 12/05
dpitallano_ucpm
In progress (dev)
13
Solution Baseline
Prepare/Request for Schema
dpitallano_ucpmDashboard for Bank User Role
Application List for Bank User Dashboard - Action Items
jdelacruz_ucpmReferral and Rejection Rules
Summary Cards for Underwriter Dashboard
dpitallano_ucpmApplication List for Underwriter Dashboard - Applications Queue
dpitallano_ucpmApplication List for Underwriter Dashboard - Applications Queue - Risk Flags
dpitallano_ucpmUnderwriter Review and Assignment
dpitallano_ucpmApplication List for Underwriter Dashboard - Applications Queue - Search and Filters
dpitallano_ucpmSolution Owner Feedback
Admin - Emails and Templates
User Sign Up and Management
Open
28
Dashboard for Underwriter Role
Rating Model
Application List for Bank User Dashboard - Bound Policies - Export
Application List for Bank User Dashboard - Action Items - Count Indicator
jdelacruz_ucpmApplication Form - Summary - Main Info
Application Form - Notes
dpitallano_ucpmApplication Form - Requests to Bank
dpitallano_ucpmApplication Form - Documents
Application Form - Underwriter Assignment
Application Form - Status Update
Application Form - Quick Info & Priority
Application Form - Summary - Environmental Risk Review
Application Form - Summary - Environmental Risk Review - Status
Application Form - Requests to Bank - Status Update
Sign-up - Send Verification Email to User
Sign-up - Verify Email
Sign-up - Create User in Auth0
Sign-up - Send Confirmation Email to User
Admin - Users - Approval and Role Assignment
Admin - Users - Add New User
Setup emailing service utilizing AWS SES
dpitallano_ucpmUser Management - Updating User (Edit / Delete)
User Management - Suspend Action
User Management - Add User
Application Form - Referral Path - Email Notification
Update Email Templates
Bank User Dashboard Updates - as of 12/12
Application Form Updates - as of 12/12
Sprint Velocity (Last 30 days)
Completed Items
45
Story Points
116
Avg Cycle Time
12.9 days
Items/Day
1.5