Brokers: onboard a client and hand off their policies
6 min read
Most clients arrive because their broker sent them. Doing the filing before they sign up means their account is useful on the first login instead of empty.
- 1
Set up the client folder
Create a client folder, then sub-folders by line of business. This structure is what gets mirrored into the client's account.
- 2
Upload their current policies
Documents you upload stay in a private draft state — filed on your side, invisible to the client until you share them.
- 3
Invite the client
Send the invite and optionally attach documents or a quote comparison. If they already have an account, everything links immediately.
- 4
Share when you're ready
Unshared documents are listed with a prompt so nothing sits in draft forever. Sharing copies them into the client's matching folders.
- 5
Keep the thread going
Messages, requests, and shared analysis stay attached to the client instead of scattering across email.
Keep learning
Quote comparisons: put renewal and new quotes side by side
Brokers upload competing quotes, the AI builds a comparison grid, and clients review it in their own account.
Agency teams: run a shared book across producers and staff
Create an agency, invite producers and CSRs with the right seat, and work one shared book instead of separate logins.
Brokers: a client intake standard that holds up later
Run new business on a written intake checklist so the file is complete before the first renewal.