Handle policy servicing and customer changes

Keep service requests connected to the original account and evidence.

Brokerage operations · Customer, Unlicensed staff, Licensed staff, Company admin

How it works

Customers open Help & documents within their request; staff open Account services. Choose the request type and reuse the saved customer and recipient details.
Describe the requested change and attach supporting evidence. Set any real deadline.
Staff acknowledge, assign and track the request. Group follow-up questions so the customer responds once.
A qualified reviewer checks coverage implications and carrier evidence. Record the response and release the correct document.
Close the service item only when its outcome is confirmed; retain the audit history.

What to check

A certificate or service request does not create coverage or amend a contract. Use licensed review and actual carrier confirmation for consequential changes.