Brokers & Agencies
Organize client submissions, insurer quotes, policy comparisons, renewal follow-ups, and servicing requests in one client work pack.
Start a workspace
Insurance brokers, agencies, and account service teams
From the first document to the final review.
OpenTeam prepares client submission checklist and supporting working documents with source references and unresolved questions for the responsible team.
Collect the source records
Organize the authorized client submissions, quote documents, policy records, and insurer correspondence by source, owner, and date.
Prepare the working pack
Compile submission completeness, compare supplied quote terms, and draft renewal or servicing follow-ups for the licensed broker to review.
Resolve gaps and exceptions
List missing information, conflicting records, assumptions, and next actions with a named review owner.
Review and complete
Have the responsible team verify the working pack and approve any external action under its selected approval mode.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Client submission checklist
- Quote comparison
- Servicing and renewal work list