Managing all your agencies documents has never been so easy or more powerful. AgencyRoot allows your office to store, send, manage, and create action items based on all your policy and customer documents.
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Add, Access, Managing Documents
There are three places in AgencyRoot that you can add, access, and manage documents.
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A Contact Document should be those pertaining more generally to the contact, prospect, or customer not the policy itself. These documents can include Written Agreements, Power to sign or power of attorney certificates, 578s, and many more.
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Individual Policy portal
These documents should be specific to the policy like the Application, Declarations, Production Report, and claims documents.
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Select the current Document Status (Please see the Document Status & History page for more details)
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Either Save Document or Save & Send
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Under the Missing Documents tab select the 3 Dot Action icon
Follow the Add new Document flow above
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Updating / Replacing a Document
You now have the ability to update a document that is in the system with a newer version or alternate document.
Select the 3 dot action item next to the document you wish to Replace and select Edit
The Replace Document function works just like initially Selecting your file
You will be able to view previous version or previously uploaded docs under the History. Select the 3 dot action item next to the document you wish to view and select “History”
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Below please review the Documents Training Video for more information:
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