Organize incoming work
Give common email requests a consistent set of steps, using the procedures your agency has approved.
ThreadWise for service teams
Keep everyday requests moving.
Bring the incoming request, relevant information, form preparation, and review steps together for your service team.
Certificate preparation◷ Awaiting review
Client email
Certificate for our new workshopMorgan Reed · Juniper Ridge Fabrication
We’re leasing a new workshop. Could you send a certificate naming Lakeview Property Group as the certificate holder? I’ve attached the lease requirements.
- Linked account
- Juniper Ridge Fabrication
- Coverage
- General liability · Harbor Mutual
Workflow activity
- ✓Request receivedClient email linked to account
- ✓Certificate template selectedCertificate of liability insurance
- ✓Form preparedPolicy and lease details included
- ◷Certificate ready for reviewConfirm holder and completed answers
Juniper Ridge Certificate.pdfPrepared for Lakeview Property Group
Help for your everyday work.
Prepare supported forms
Use client documents and policy details to fill a form from your agency’s library, then check and correct the answers.
Track tasks and deadlines
Keep ownership, the linked account, and due dates visible as the request moves forward.
Review proposed actions
Find work waiting for your approval in Action Center, alongside the original request and supporting information.
Put it to work
Three ways to get started
Start with a request
Prepare a certificate from Juniper Ridge Fabrication’s email request.
Start with your information
Correct the insured name on a certificate prepared with Cedar Lane Insurance’s template.
Start with the next step
Review the proposed follow up for a task due October 8.
Find the tools for your team.
Start with the work