How does client paperwork actually get done at your agency?

I’m Sravanth, a software engineer based in India, researching how independent commercial insurance agencies handle client paperwork: applications, supplemental forms, and chasing signatures and missing documents.

I’m talking to agency owners to understand what’s actually slow or painful before building anything. I’m not selling anything, and I’m happy to share what I learn with the agencies that help.

If you run or work at an agency and have 15 minutes (or a few minutes by email), I’d love to hear how it works for you.

What I’d ask you

1. When you onboard a new commercial client, where does the process most often stall?
2. How much staff time goes into chasing missing information or signatures?
3. What do you use today for forms and e-signatures, and what frustrates you about it?