Producer to CSR new business handoff

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

What should producers pass to CSR?

Client record with checklist attached, quote disclosure completed, and notes on any waived or pending items.

Can CSR reject client uploads?

Yes with co-agent access — same approve/reject as producer.

Who exports to BMS?

Firm policy — often CSR after checklist complete.

Does Hivi-X notify CSR automatically?

No automated assignment emails shipped — CSR monitors dashboard or producer flags complete.

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