New Business

Overview

Highwing pulls client details from your AMS in order to create placements on existing renewal dates. Now you can create new clients that do not already exist in the AMS or add new placement dates to existing clients in Highwing!

Create a new Client 

If your prospect client is not in the AMS:

If you have not entered the prospect as a client in the AMS, use Highwing's New Business functionality to create the client and placement on the platform. Once you've created the client and placement, it will be under your 'My Clients' and 'My Placements' pages.

• Navigate to your My Clients page and click 'Create New Client'
• Enter the client name and add any servicing team members. Read more about adding servicing team members here.
• Once the client is created, click 'Create Placement'

Create a new Placement

If your client is already in the AMS:

This is great for mid-term marketing or adding new types of coverage to existing clients on new effective dates.

• Navigate to the client in Highwing either from your home page, My Clients page, or the Client Search page
• In the Placement section, click 'Create Placement'
• Enter your desired effective date and click save. If a placement already exists with that effective date, you will be prompted to use the existing placement instead. 
• If there are already active placements for the client, the 'Create Placement' button will appear on the top right side of the Active Placements section. 

After you bind/decline the policies and complete your placement, you can export your transcript and attachments. For more details on exporting the transcript, view this article. Enter the new client and policies per your AMS standards. 

Highwing will connect the new business client created within the paltform to the renewal client found in the AMS, no action is required directly by the broker user.