Policy Setup, Servicing & Renewal — Update / setup form (auth-only) for Insurance. Standalone version — a hosted mini landing page (an embeddable twin is also available).

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: standalone.

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