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Drag files here or click to browse. Uploads are saved to this policy and to the client's Google Drive folder. Select one or more PDFs and click Send for Signing — multiple PDFs are merged into one signing packet. When all parties sign, the completed document is saved back to the same client folder in Drive. After a waiver is generated, the system waits 10 minutes for additional NS forms in Drive, then prepares a tagged signing packet for your review — nothing is sent until you confirm tags and click send. Sending for signature moves this client to Sent for Signatures in AgencyZoom; when everyone has signed, they move to Docs Received. After a policy is sold, the system watches for the insurance application in Drive and auto-generates a waiver when it appears.
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Search by insured name and policy number (prefix/suffix ignored). Pick a suggested folder or paste a Drive folder link/ID.
Track sold policies — file compliance, signatures & missing items
| Client / Policy | Premium | Sold | Compliance | Missing | Signature | Agent | Files |
|---|---|---|---|---|---|---|---|
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