Stop chasing clients for policy and claims documents.

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.

The problem

• —New policy applications stalled waiting on ID or supporting documents
• —Claims delayed because a client hasn't sent the requested paperwork
• —No easy way to see which clients still owe documents across an active book of business

What you'll use it for

• ✓New policy application document collection (ID, supporting forms)
• ✓Claims document requests
• ✓Annual policy renewal document checklists