Jun 04, 2026
Issue Description
The broker portal is experiencing synchronization problems where document uploads are not properly transferring to Encompass or displaying upload indicators.
Symptoms
- Brokers report successful document uploads through the portal
- No "X" indicator appears to show uploads occurred
- Documents do not appear in the unassigned section in Encompass
- Upload status is not being marked correctly in the system
Current Workarounds
For Account Managers
- Manual Portal Check: Access the broker portal directly to verify if documents were actually uploaded
- Direct Email Request: Ask brokers to email documents directly when portal uploads fail
- Proactive Communication: Contact brokers to confirm upload status since they typically don't notify staff of uploads
For Verification
- Check the broker portal for uploaded documents when brokers report upload issues
- Cross-reference portal uploads with Encompass unassigned documents
- Look for conditions marked for underwriter review that have no attached documents
Notes
- This issue may be related to recent system updates to Omnia
- Multiple files and account managers are experiencing the same problem
- The issue affects document workflow and may require manual intervention until resolved