Compatibility · Insurance
Client Service
7 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Cancellation workflow docs
An internal procedure guide covering how client service staff process a policy cancellation from request to confirmation.
What it’s used for
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Change request forms
A form a policyholder submits to change details on an existing insurance policy, such as coverage, address, or named insureds.
What it’s used for
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Claims instructions (internal use)
An internal guide telling client service staff how to handle a claim from first notice through resolution.
What it’s used for
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Client onboarding packets
A set of welcome and setup materials given to a new insurance client after coverage is placed, explaining their policies and how service works.
What it’s used for
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Deductible explanation sheets
A short handout that explains how a policy's deductible works and what the customer pays before coverage applies.
What it’s used for
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FAQs for personal and commercial clients
A list of common insurance questions with plain-language answers, used by client service staff and shared with policyholders.
What it’s used for
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Renewal workflow guide
An internal guide setting out the step-by-step process client service staff follow to renew an existing insurance policy.
What it’s used for
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