Identify the change
Record a new household member, a move or another reason for the coverage conversation.
Solutions / Insurance
Start the intake from what changed at home.
Insurance advisors and service associates use Atomiq to turn a client call into an intake form. Check what the client said and flag details the team still needs.
Life eventA new address
Client requestReview existing coverage after the move.
Bring to reviewCurrent policy schedule and updated address.
Verify the facts
Check the client’s descriptions against the documents you receive.
Prepare the handoff
Export a note listing the information still needed for the application.
Insurance service desk · Lee sample
A service associate hears what changed.
An associate applies the Lee household’s call transcript to a coverage intake in Atomiq. The passage explains why the client called. The associate leaves the new address open and adds the current policy schedule to the advisor’s document request.
“We’ve moved house. Which documents should we bring to the review?”
The coverage review intake
A short handoff preserves the household’s request while the team checks the paperwork.
Read the coverage review story- What changed
- The household has moved to a new address.
- What to collect
- Updated address and the current policy schedule.
- What to review
- Check the documents and discuss any changes with the household.