Insurance needs analysis supporting documents

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Is this the same as insurance broker new-business intake?

No. Planning practices collect policies for needs analysis and holistic advice. Insurance brokers collect application packages for bind — see Hivi-X insurance guides for broker workflows.

What group benefits documents are useful?

Employee benefits booklets, group life and disability summaries, and premium contribution details.

Can clients upload carrier questionnaires?

Yes. Add carrier-specific health or lifestyle questionnaires as checklist items when your process requires them.

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