Personal Lines Intake — M+A Risk Management

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Status:

Client	Status	Agent	Created by	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).

Source * Target quote date * Referral contact Client context / notes

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

Client Risk Preference

What do these mean?

Minimum Required Coverage Only — liability-only coverage is quoted, with maximum deductibles and no optional coverages.
Premium Sensitive — client is on a budget but wants full coverage.
Moderate — full coverage plus select important optional coverages, with moderate deductibles.
Conservative — coverage-sensitive client who wants to be sure they're fully protected.

Client name

Status: —

Agent * Source * Referral Target date Client Risk Preference

What do these mean?

Minimum Required Coverage Only — liability-only coverage, maximum deductibles, no optional coverages.
Premium Sensitive — on a budget but wants full coverage.
Moderate — full coverage plus select optional coverages, moderate deductibles.
Conservative — wants to be sure they're fully protected.

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

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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

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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.