Commercial Intake — M+A Risk Management

Client	Type	Producer	Target date	Status

New account

Client name * Linked ClickUp task — paste ID or URL

If the task exists, paste the ID or full URL — the ID is extracted automatically. Otherwise Create new task uses the client name for the title.

Producer * Intake type * Source Target date

Narrative (client context)

1 · Documents

Drop files here or click to upload
pdf · png · jpg · csv · xlsx · docx — up to 50 MB and ~100 pages per file.
Bigger policy? Split it into dec pages / forms / endorsements and upload the parts.

Default type for new uploads:

Each attachment's type can be changed individually in the list below before parsing.

2 · Review & edit

Coverage detail, add'l interests & AIs, and forms & exclusions are captured automatically by parsing and populate the SOV workbook.