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.
Managing Documents
There are three places in AgencyRoot that you can add, access, and manage documents.
Contact/Entity Details portal
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.
Individual Policy portal
These documents should be specific to the policy like the Application, Declarations, Production Report, and claims documents.
Documents Dashboard
This dashboard will provide you with a view of all Documents that have been uploaded to an individual Policy. Use the filter tower to help you find specific set of Documents that you wish to review.
You can now also search for Policies that are missing specific Documents - providing another layer of processing protection.
Adding Documents
You can Upload, Add, and even send documents from either the Contact Detail Document portal, the Policy Detail Document portal, or the Documents Dashboard.
From the Contact Detail Document or Policy Detail Document Portals:
Select the Green Add Button
Select the Document Type
Document Types are created by the Agency Admin
Drag and Drop - or - Select File and Upload it
Select the “Add imported name as description” box if you’d like to capture the Name of the document as it’s currently saved.
Provide an optional description of the document
If you Selected the “Add imported name as description” box this will be pre-filled.
Select the current Document Status (Please see the Document Status page for more details)
Either Save Document or Save & Send
Saving the document will upload the Document with no other actions
Save & Send - Will prompt and new Action allowing you to send the document to the insured, AIP underwriter, or any other email recipient.
You will be prompted to select Create Email or Create Email & Follow-Up
Create Email will end the process and send an email to the recipient and upload the doc.
Create Email & Follow-Up allows you to Send and email to the recipient, upload the doc, and create a new Task.
From the Documents Dashboard Portal:
Under the Missing Documents tab select the 3 Dot Action icon
Follow the Add new Document flow above
Below please review the Documents Training Video for more information: