Keep policy folders ready for risk advisors

Commercial risk advisors lose sold-policy paperwork, creating compliance gaps and slowing onboarding. Create a client folder and linked agency note at sale, so producers can begin servicing.

Overview

Missing policy files create compliance risk and slow onboarding for small insurance firms. This workflow guarantees a client folder and linked agency note are created at point of sale, eliminating document gaps and enabling faster handoffs. Owners report cleaner audit trails and smoother servicing.

Notable Features

Create client folders at policy sale
Add linked note to agency record
Populate folder with policy documents