Policy servicing workflow is the structured sequence of steps that agencies, BGAs, and carriers use to receive, validate, submit, and complete in-force policy changes. A workflow defines who does what, in what order, and with what systems and checkpoints. It may include intake of client requests, form preparation, compliance review, carrier submission, status tracking, and final confirmation. Well-designed servicing workflows reduce errors, shorten cycle times, and create consistent client experiences across a firmTMs entire book of business.

Operations leaders map policy servicing workflows inside CRMs and agency-management systems so staff can follow standard procedures for loans, ownership changes, and other service tasks. Advisors and assistants rely on workflow dashboards to see where each request sits and what is needed next. Metrics such as turnaround time and error rates help identify bottlenecks. Understanding policy servicing workflow allows firms to automate routine steps, improve compliance documentation, and free advisors to focus more on planning and relationship work rather than administrative chasing.