Managing all your agencies documents has never been so easy or more powerful. AgencyRoot allows your office to store, send, sign (via eSignature), manage, and create action items based on for any and all of your policy and customer documentsdocuments, including customer and policy data.
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Where to Add, Access, and Manage Documents
There are three places in AgencyRoot that where you can add, access, and manage documents.
Contact/Entity
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Documents Tab
A Contact Document should be those pertaining more generally to the contact, prospect, or customer, not the policy itself. These Popular documents among our customers found here can include Written Agreementswritten agreements, Power power to sign or power of attorney certificates, 578s, and many moreor anything else pertaining to a contact or entity.
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Individual Policy
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Documents Tab
These documents should be specific to the policy like the Application, Declarations, Production Report, and claims documents.
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, such as an application, declaration, production report, or claims document. These will all be stored within the policy itself on AgencyRoot, accessible via the documents tab.
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Documents Dashboard
This dashboard will provide you with a view of all Documents that have been uploaded to an individual Policythe platform. Use the filter tower on the lefthand side of the screen to help you find a specific set of Documents documents that you wish to review.
The filter (highlighted in yellow) is useful to narrow down from a long list of documents. Sort by document, agent, contact/entity, company, or attached policy.
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You can now also search for Policies that are missing specific Documents - providing another layer of processing protection. To do so, make sure you have the “Missing Policy Documents” tab selected.
By selecting the 3Dot action button you can do other Document functions from your Missing Document tab.
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Add - upload the document to the specific policy listed
Create Task - send yourself a reminder or add a Task to a coworkers Task Dashboard
View policy - head to the related policy’s details page
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How to Add Documents
You can Upload, Add, and even send documents from either the Contact Detail Document portal/Entity Documents Tab, the Policy Detail Document portalDocuments tab, or the Documents Dashboard.
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We’ve recently released the ability to create electronic signatures (eSignatures) to for your documents. You can learn more about that process here: eSignature Document eSignatures |
Adding From the Contact
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/Entity Document Tab or Policy
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Document
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Tab:
Select the Green Add Button
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Select your next Action
Save Document - Your document will be uploaded to the platform.
Save & Send - Your Document will be uploaded to the system and you will be prompted to “Send” the document via email to a recipient.
Depending on where you are uploading your document (Contact, Policy, Document dashboards) you will have the option of selecting “prefilled” email address or selecting “Other” and typing in your email recipient’s address.
Select the Email provider you use:
Available options are as follows
Apple Mail
Gmail
Outlook
Office 365
Select your Action
Create Email - finishes the Document upload process and Generates the email to your recipient.
Create Email & Follow-Up - finishes the Document upload process, Generates the email to your recipient, and creates a Task.
Save & Sign - Your Document will be uploaded to the system and you will be prompted to start the eSignature process. To learn more about the eSignature process please click the link below.
eSignature Document eSignatures process
Adding From the Documents Dashboard
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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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Editing Documents
Once a document is uploaded you will have the ability to Edit edit the document using the 3Dot Action item next to the Document.
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View -
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This allows you to open and view the document so you can View, Download, or re-save the document.
Edit -
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This allows you to
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edit the
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document details or update the document by replacing it with another version.
Select the 3 dot action item next to the document you wish to Replace and select Edit
You can make edits to your previously
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uploaded document.
Update Document Type
Replace the previous document with an updated or new version
Update the Description
Update the Document Status
eSignature
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allows you to edit your document by adding and requesting electronic signatures.
Please see the
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eSignatures process for more details.
Share -
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This allows you to send your uploaded document via email to an email recipient.
Create Task -
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This allows you to create a Task for
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yourself or a team member from the Document
History - Allows you to view the History of the document from initial download to any updates.
Select the 3 dot action item next to the document you wish to view and select “History”
Delete Document -
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This allows you to permanently remove the document. Please note if you need assistance recovering deleted documents by mistake message support@agencyroot.com.
Document Admin
Any user in AgencyRoot can be set up as a document admin by another user in your agency with access to Agency Admin.
When selected, the user will have access to the Manage Document Types screen, which provides them with the ability to add, edit, or delete Document Types and Document Sweep settings.
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