Insurance brokers
Connect with an insurance professional and keep the property details and your questions together.
Get startedThe right tools for your work.
From the first request to the final handoff, keep the details that matter to your business connected.
Client management
Record the property, requested effective date and questions the client wants answered. Identify the authorized contact and next follow-up.
Explore this toolProperty coverage inquiry
Property coverage inquiry
Property details in context
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An illustrative workflow, adapted to your specialty.
Frequently Asked Questions
Which tools are most useful for this specialty?
Client management · Files & documents · Client portal. Collect the documents requested by the insurance professional and keep versions identifiable. Review recipients before sharing property or personal information.
What should I prepare before the first appointment?
Record the property, requested effective date and questions the client wants answered. Identify the authorized contact and next follow-up. Keep an inquiry separate from a confirmed coverage decision so the record remains clear.
Can the client follow the work in Azyba?
Yes. Invite the client to their free Azyba account to keep authorized requests, shared documents and job updates together. When you issue an invoice and complete payment setup, the client can also pay through their account.
