Hivi-X with Vertafore SIG for pre-bind document collection

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

Does Hivi-X integrate with Vertafore SIG?

Hivi-X does not replace SIG or sync policy data automatically. Typical workflow: collect documents in Hivi-X, export a PDF package, upload to the SIG client file or document store after QC.

What documents belong in pre-bind intake?

Line-dependent — auto: ID, abstract, prior dec page, signed Ontario auto application; property: prior policy, inspection photos, alarm cert if quoted. See your MGA and RIBO disclosure record requirements.

Can CSRs use both systems?

Yes. Co-agent access in Hivi-X lets CSRs QC uploads while producers work quotes in SIG.

Where do mandatory disclosures go?

RIBO mandatory disclosure no later than quote belongs in the client file — keep delivery/confirmation evidence (Hivi-X export and/or SIG notes) as your firm prefers.

Is this legal or compliance advice?

No. Operational guidance only. Consult your Principal Broker and E&O carrier.

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