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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 applied to a Contact or Policy. Use the filter tower to help you find specific set of Documents that you wish to review.

  • You can now also search for AgencyRoot Contacts and/or 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

  • Provide an optional description of the document

  • 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 Contact/Entity Details 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:

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