# New Client Onboarding for Insurance Agency Managers

> AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in AMS360, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

- **Role:** [Insurance Agency Manager](https://calish.com/workflows/for/insurance-agency-manager/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Independent P&C Agency](https://calish.com/workflows/specialty/independent-pandc-agency/)
- **Action:** New Client Onboarding
- **Canonical URL:** https://calish.com/workflows/new-client-onboarding-for-insurance-agency-manager/

## The Problem

Onboarding a new Independent P&C Agency client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.

## What We Build

AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in AMS360, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

## Tools & Integrations

- AMS360
- Applied Epic
- HawkSoft
- EZLynx
- Zapier

## How It Works

1. **Discovery call.** We map your current new client onboarding process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [AMS360](https://calish.com/workflows/with/new-client-onboarding-for-insurance-agency-manager-with-ams360/) — New Client Onboarding built natively in AMS360
- [Applied Epic](https://calish.com/workflows/with/new-client-onboarding-for-insurance-agency-manager-with-applied-epic/) — New Client Onboarding built natively in Applied Epic
- [HawkSoft](https://calish.com/workflows/with/new-client-onboarding-for-insurance-agency-manager-with-hawksoft/) — New Client Onboarding built natively in HawkSoft
- [EZLynx](https://calish.com/workflows/with/new-client-onboarding-for-insurance-agency-manager-with-ezlynx/) — New Client Onboarding built natively in EZLynx

## Related Workflows

- [Policy Renewal Outreach for Insurance Agency Managers](https://calish.com/workflows/policy-renewal-outreach-for-insurance-agency-manager/)
- [Commercial Quote Preparation for Insurance Agency Managers](https://calish.com/workflows/commercial-quote-preparation-for-insurance-agency-manager/)
- [Client Meeting Prep Pack for Insurance Agency Managers](https://calish.com/workflows/client-meeting-prep-pack-for-insurance-agency-manager/)
- [Portfolio Drift & Rebalance Alerts for Insurance Agency Managers](https://calish.com/workflows/portfolio-drift-and-rebalance-alerts-for-insurance-agency-manager/)
- [Quarterly Commentary & Client Letter for Insurance Agency Managers](https://calish.com/workflows/quarterly-commentary-and-client-letter-for-insurance-agency-manager/)
- [Communication Compliance Surveillance for Insurance Agency Managers](https://calish.com/workflows/communication-compliance-surveillance-for-insurance-agency-manager/)

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