Home vs auto CSR specialization queues

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

Should home and auto be separate templates?

Yes — different document sets, different QC skills, different MGAs.

Can one CSR handle both?

Small shops often do — still use distinct templates so items do not mix.

How do producers assign CSR?

Co-agent invite by specialization; optional firm rule by checklist template type.

One Hivi-X account or two?

One brokerage account with multiple staff logins and per-client co-agent scope.

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