Renewal season — client forgot they sold the car

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

Why do sold-car renewals slip through?

Auto-renewal inertia — client ignores mail until payment hits, or CSR binds from last year's vehicle list without confirmation.

What intake question prevents this?

Checklist item: Confirm vehicles still owned/garaged — list each with sold/kept status and upload bill of sale or other carrier-accepted proof if sold mid-term.

Who catches it — producer or CSR?

Either, if both see the same renewal checklist dashboard. Co-agent access helps — Hivi-X does not auto-notify producers.

Does hivi-x update the BMS?

No. Intake organizes confirmation docs; CSR completes the vehicle change in the BMS and carrier portal.

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