Preparation

Use this topic before opening the request builder. Start with the facts you can confirm and keep unknown items visible. The aim is a practical message to your agent, not a completed insurance certificate or a coverage decision.

Choose the preparation route you need

The contractor guide below explains the overall workflow and includes a three-part handoff worksheet. The gathering checklist is a shorter resource for collecting the inputs before you draft the message. Choose the route that matches where you are in the task.

• Keep your business identity separate from the client’s recipient details.
• Record the document deadline and planned work dates independently.
• Retain relevant client instructions and list any special requests as questions.
• Use the agent’s secure channel for sensitive documents instead of entering them into a public preparation tool.

After the message is prepared, check the facts and unanswered items before sending it. If you need help with the terminology, visit the insurance terms topic. If you have the inputs and need a handoff sequence, continue to the requests topic.