Verify asset versions, file agreements, attach briefs. Every one is ready to run, and you can adjust it in plain language.
Preserve changed insurance guidance and email a link to the new wording.
Keep a website version history for the section you watch, with an email link when a daily check finds new wording.
Compare revised insurance agreements with the copies already approved.
Your contract manager gets a fresh approval review for changed terms, with the earlier decision linked and signing on hold.
Send approved claim agreements for signature and record the request.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Send approved agency agreements to required signers.
Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
Send approved settlements for signature and link the request to the claim.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Hold revised policy exceptions for a new approval decision.
Your team lead gets a fresh approval review for material exception changes, with the earlier decision and new facts together.
Send approved coverage agreements to policyholders for signature.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.