SharePoint CSR insurance document workflow — Ontario limits

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

Can Ontario CSRs collect auto insurance docs on SharePoint?

Many do. SharePoint is storage and permissions — not a bind-ready checklist with item-level QC unless you build and maintain lists yourself.

Does SharePoint show missing declaration pages?

Only if someone maintains a parallel Excel or Planner board and keeps it updated — that work often slips during renewal season.

Is Hivi-X a replacement for SharePoint?

No. Collect and QC in Hivi-X; export PDF packages into SharePoint or your BMS archive if that is your record system.

What about Microsoft Teams client uploads?

Teams threads scatter files like email. Without checklist lines, CSRs still chase missing abstracts manually.

When is SharePoint enough?

Small brokerage with one CSR who owns every folder and updates a disciplined SharePoint list daily.

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