Disclosure records
Prepare and organize supported disclosure documents.
SUPPORT YOUR PROFESSIONAL PROCESS
Insurance compliance workflow.
Documents, disclosures & tracking.
Bring disclosures, supporting documents and compliance requirements into a connected workflow. Use the available templates and checklists to support your own professional process.
PRODUCT ILLUSTRATION
The details belong together.
01Client documents
02Policy records
03Disclosures & supporting files
Connected to your client workflow.
SUPPORT YOUR OWN PROFESSIONAL PROCESS
Insurance advisor compliance tracking.
Keep the supporting records together.
Organize disclosure records, available templates, needs-analysis information and configured checklists. Keep supporting documents linked to clients and policies, with configured e-signature integrations where available.
These tools support an insurance compliance workflow; they do not certify compliance or cover every regulatory requirement. You remain responsible for required disclosures, recordkeeping and applicable obligations.
BUILT AROUND YOUR INSURANCE WORKFLOW
Useful tools.
Connected to the way you work.
Reusable templates
Start with available templates and tailor the details to the client context.
Needs analysis context
Keep relevant needs-analysis information available alongside the document work.
Compliance checklists
Track configured requirements and supporting records.
Electronic signatures
Use configured e-signature integrations where available.
Client and policy connections
Keep documents organized with their relevant relationship and policy records.
A CLEAR PATH FORWARD
From information to action.
- 01
Gather the context
- 02
Prepare the record
- 03
Review the requirements
Simahi provides organization and document tools. You remain responsible for your professional obligations, required disclosures and applicable regulatory requirements.
THE REST OF YOUR CONNECTED WORKSPACE
Keep the journey connected.
LET’S LOOK AT YOUR WORKING DAY
See what a connected
insurance practice can look like.
Explore the platform with a Simahi demo.