1. Select the “Create New Client” button
On the Dashboard page of the IOI Copilot, select the green box that says “Create New Client”.
2. Upload a filled ACORD, or enter the client information and specify an industry.
The easiest way to create a client is to simply drag and drop your filled ACORD. Our OCR technology will read the client information and pull it into the client fields.
If you don't have an ACORD, you enter the basic information about the client; their name, address, and industry.
The industry field is a NAICS based industry list you can select from. You can also type in a code if you know it, or search for an industry by keyword.
3. Complete client information profile
Once the client has been created, the agent can create a submission, add additional information, or upload additional documents.
