Personal Lines Intake — M+A Risk Management

Guide ↗

Status:

Client	Status	Agent	Target	Created

New submission

Client name * Linked ClickUp task — paste ID or URL *

If the task already exists in ClickUp, paste either the task ID or the full URL — we'll extract the ID. Otherwise click Create new task (uses the Client name above for the task title).

Lines of Business Home Auto Dwelling Fire Renters Umbrella Flood Wind Motorcycle Watercraft Jewelry / Valuables

Client name

Status: —

Agent * Source * Referral Target date ClickUp task ID Required for the ClickUp push action. Paste the ID from the task URL. Narrative (client context)

Lines of Business Home Auto Dwelling Fire Renters Umbrella Flood Wind Motorcycle Watercraft Jewelry / Valuables Add or remove LOBs anytime — new tabs appear in the field editor on save.

Documents

Drop PDFs or images here, or click to upload

Supports PDF, PNG, JPG, CSV, XLSX, DOCX — up to 50 MB each

Intake fields

Reveals every canonical-schema field on this tab so you can gather what's missing from the client.

Underwriting research

Underwriting analysis

Intake Report

Generate

Renders with the current intake fields and research. Re-open the preview to refresh after edits.

Submission actions

Google Drive —
ClickUp —
EzLynx STUB
Momentum —
Email draft —

Marks complete and starts the 30-day retention countdown for documents and intake data.

Submits this intake to the quoting team. You'll receive a confirmation email once it's been processed.