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Suggest relevant coverage reviews and referrals

Use real client changes and documented successful interactions.

Brokerage operations · Licensed staff, Company admin

How it works

Record the actual business or life change and link supporting evidence.
Request a licensed coverage review with a clear reason. Do not invent a gap.
Review suitability and the client’s needs before recommending options.
After a successful interaction, record evidence and check whether a referral request is permitted.
Approve and track the appropriate follow-up through the communication workflow.

What to check

Commission potential is not a reason to recommend unsuitable coverage.

Related guides

Create your intake form · Start your brokerage workspace