Send a checklist for applications, ID, and supporting documents. Clients upload without creating an account. You see who's still missing paperwork before it delays a policy or claim.
$7.99/month flat · unlimited clients · no client login required
Insurance work has two separate document chases with different urgency profiles. New policy applications are routine and can absorb a few days of delay; claims cannot, because the client is already in a bad situation and every extra request compounds it. Both benefit from the same fix — a named list of exactly what's required, sent once, with the status visible — but the claims side is where it changes the client's experience of your agency most.
Use this as a starting template — in ClientBrief you save it once and send it to every client, rather than retyping it into a new email each time.
Maintain distinct checklists for new applications, renewals, and claims, since the items and the urgency differ. Send the claims checklist immediately after first notice of loss — the client is most engaged in the first 48 hours, and every day after that lowers response rates. Clients upload photographs of damage and documents from a phone without registering. The status view lets you see which claims are waiting on the client versus waiting on the carrier, which is the distinction that determines who you follow up with.
What documents are needed for a new insurance policy?
Generally photo ID, completed and signed application forms, proof of prior coverage and loss history, and the coverage-specific items — property appraisals or inspections, vehicle registration, or medical information depending on the line of business.
How do I speed up claims document collection?
Send the full request within the first 48 hours of first notice of loss, when the client is most engaged, and let automatic reminders handle the rest. Requesting items one at a time as the adjuster asks for them is what stretches a claim over weeks.
Can clients upload photos of damage?
Yes — clients upload photographs and documents from a phone without creating an account, which is the practical requirement for claims where the client is photographing damage on site.
Can I use it across a large book of business?
Yes. ClientBrief is $7.99/month flat with unlimited clients, so an agency with 200 policyholders pays the same as one with 20. Tools priced per user or per client scale very differently at book size.
Is it secure enough for medical and financial documents?
Uploads are encrypted in transit rather than sent as email attachments, and files are automatically deleted seven days after an engagement is marked complete — which is a deliberate design choice for exactly this kind of sensitive documentation.
Last updated August 2026 · See all industries