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Create agent of record letter and start intake

Create agent of record letter and start intake

Your AOR form submissions need signed letters and tracking but often stall from manual steps. Letters are generated, emailed, and a tracking card created so your intake team can act same day.

Create agent of record letter and start intake

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Overview

Agent-of-record paperwork commonly blocks policy activation and creates manual rework. This flow converts qualifying form entries into merged AOR letters, emails them to the submitter, and creates a tracking card so intake coordinators can close the loop same day.

Create agent of record letter and start intake