What's included
Typed or drawn signatures. The signer reviews, signs or declines on a public page with a one-time link.
Scope of Appointment forms signed the same way, with the timing recorded.
Documents are sealed with AES-256-GCM under a key derived for your agency before they are stored.
Kaffeine suggests which policy each document belongs to, and a person confirms it.
Packet requirements per carrier and a checklist on each policy.
SOA and signature evidence kept ten years, and legal holds freeze anything named.
Policy matching
Upload a client's documents and Kaffeine reads them, suggests the policy each is about and lists the ones it could not read. A person confirms each match. Producers see their own book's documents; managers see the agency's.
Every call, text, email, appointment, SOA, quote, enrollment and policy on one page per client, newest first.
Learn moreScope of Appointment signed before the appointment, TCPA consent, Do-Not-Call, complaints and marketing review, with a compliance center that shows what's overdue today.
Learn moreMedicare Supplement, hospital indemnity, dental, vision and final expense quoted live through CSG Actuarial, saved to the client's record.
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