Client onboarding and document collection

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Application Form Submitted

   New client submits initial insurance application through agency website or portal. System captures basic client information and coverage requirements.

   EZLynx
2. 2

   Action

   Send Document Request

   Automatically generates and sends personalized document checklist to client based on coverage type. Includes secure upload portal link for required documents.

   AgencyZoomEZLynx
3. 3

   Action

   Collect and Validate Documents

   Monitors document uploads and performs automated validation checks for completeness and format. Sends reminders for missing documents.

   AgencyZoomApplied Epic
4. 4

   Decision

   Check Documentation Completeness

   Evaluates if all required documents are received and valid. Routes complete applications forward or triggers follow-up for incomplete submissions.

   Applied Epic
5. 5

   Action

   Create Client Profile

   Automatically populates client record in AMS with collected information and documents. Sets up contact preferences and assigns to appropriate agent.

   Applied EpicAMS360
6. 6

   Action

   Generate Quote Package

   Creates initial policy quotes based on client information and coverage requirements. Prepares welcome package with next steps and agent contact information.

   Applied EpicEZLynx
7. 7

   Output

   Deliver Onboarding Package

   Sends complete welcome package to client including quotes, policy options, and scheduled consultation. Notifies assigned agent that client is ready for policy discussion.

   AgencyZoom

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