Accepting New Business
All New business allocations can be viewed from the Chase Web portal. You will receive an email which contains a link to the New Business page:
In the Chase web portal, navigate to Service and partners and select "New Business" from the menu list. This will open the list of business that has been allocated to you.
You can view the details of each new business by selecting the hyperlinks to expand the details about the site we have passed to you. This can also be viewed by selecting the row and pressing "Download PDF version" which will open up the full briefing sheet.
To accept a site simply select the site you want and click "Accept selected sites". You can also hold down CTRL to select multiple sites or you can press "Accept all" to accept all sites in your view.
Once accepted you will receive an email with a PDF Copy of each briefing sheet attached.
Declining New Business
"NEW" You can now decline new business from the New Business page as well as filter your view by Status.
In the event you are unable to accept the business we have allocated to you, you can now decline any new business by selecting the row and clicking Decline selected sites. You can also hold down CTRL to select multiple sites or you can press "Decline All" to decline all sites in your view. You will then need to choose from the drop down list the Decline type and in the "Decline reason", explain to us the reasons you are unable to accept the new business. See below.
Once declined, you will receive an email to confirm that the site was declined and our team will also be notified.