Bring your procedures together
Add agency reference documents so employees can find guidance through their assistant, without hunting through separate files.
ThreadWise / Agency knowledge
Find your agency’s guidance when you need it.
Ask about your agency’s procedures and find answers in the documents your team shares, without searching through separate files.
Agency knowledge
What you can do
Connect supported document folders
Choose folders or document libraries from the tools ThreadWise supports. Your agency sets up the connection and decides who can use the information.
Get answers while handling a request
Ask a question and get an answer using the relevant agency documents you are allowed to access.
Put it to work
Agency knowledge in practice
A new service team member asks what is needed for a certificate request. The assistant finds Cedar Lane Insurance’s Certificate Procedure and brings its checklist into the conversation.
What you need to use it
Your agency needs to add or connect its documents and allow your assistant to use them. New documents need to be ready for use before they can inform an answer.
Keep the work connected.
Start with the work