Switching from BMS attachment chase

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 intake software replace the BMS?

No. BMS holds policies and transactions. Intake organizes what clients owe before and after bind.

Will staff resist a second system?

Yes initially — pilot on auto renewals or FNOL where pain is highest; co-agent access reduces 'only Maria knows' dependency.

Is migration required?

Usually not for historical attachments. Start fresh checklists on active clients; export PDF packages into BMS when complete.

How long until habits change?

Most Ontario brokerages report clearer wins within one renewal cycle if principals enforce zero-missing bind rules.

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