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ThreadWise for producers

Spend more time preparing for the conversation.

Bring account documents, agency guidance, and follow up work into the preparation for your next client conversation.

ThreadWiseCedar Lane InsuranceProduct preview
Personal assistant
Juniper Ridge Fabrication General liability.pdfGeneral liability policy · Renews January 1
PDF
You

Draft a reply to Morgan’s certificate request. Ask for the property manager’s address and any required certificate wording.

Personal assistant

Draft response

Hi Morgan, I’ve located your current general liability policy. Please send Lakeview Property Group’s mailing address and any certificate wording requested in the lease. I’ll prepare the certificate for review.

▤ General liability policy · Coverage and insured details
Ask your assistant…

Help for your everyday work.

Work with account documents

Ask for help understanding the client documents you can access and preparing questions for your next meeting.

Draft client communication

Prepare a response from the files and facts you provide, then review its content before using it.

Find agency information

Find your agency’s procedures, checklists, and saved instructions for common requests.

Schedule follow up

Set a follow up reminder or schedule a task your assistant can help with.

Put it to work

Three ways to get started

01

Start with a request

Prepare for Juniper Ridge Fabrication’s renewal using its current policy.

02

Start with your information

Find Cedar Lane Insurance’s client meeting checklist.

03

Start with the next step

Schedule a reminder to follow up with Morgan about the new workshop.

Start with the work

Bring us one agency process you want to improve.