Agent Creates a Client

Going into the IOI Copilot, the agent can create a new client and attach documents to that client. Those documents can then be included with any submission to a carrier for that client. 

1

Select the
“Create New Client” button

On the dashboard page of the IOI copilot, click the green box that says “Create New Client”.  

2

Enter the client information and specify an industry

First enter the basic information about the client; their name, address, and industry.

 



The industry field is a NAICS based industry list you can select from. You can also type in a code if you know it, or search for an industry by keyword.

3

Upload files and save client

You’ll notice a gray box with a dotted outline. You can drag and drop files into this area to upload them. Alternately, you can click the words “choose a file” to select files on your computer to upload.

 

Typically agents upload accord forms and supplemental documents here.

The agent clicks “Save Client” to complete this step.

4

Complete client information

Once the client has been created, the agent can, create a submission, add additional information, or upload additional documents. 

 

Now, you can choose to return to the "Overview" or select "Creates a Submission" to continue learning about the Internet of Insurance process.

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