Policy Setup, Servicing & Renewal — Update / setup form (auth-only) for Insurance. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

How you’d like your policy serviced, who to reach for claims, and when to review at renewal.

What it collects (by section):

• Broker of record — Broker of Record (BOR) Letter Status [dropdown: Not applicable / Not requested / Requested / Signed / Declined].
• Servicing & claims — Claims Support Preference [dropdown: Phone / Email / Portal / Messaging app]; Preferred Claims Contact (reference) [short text]; After-Hours/Emergency Contact Preference [dropdown: Call / SMS / Email / Any].
• Renewal — Renewal Review Month [dropdown: January / February / March / April / May / …].

Form type: Update / setup (up), auth-only. Niche: Insurance. Deployment: embed.

Best for / surface when: Insurance client workflow — policy setup, servicing & renewal.