Your AMS tracks the policy. Who tracks the quote, the claim, and the producer license?

Yes. Cadenio is mobile-first: the appraiser fills out the report on their phone, attaches photos per item directly in the form, and the claim is organized with a date and time history. No loose photos in text threads, no paper reports.

You create a flow with a Compliance Officer review step, structured trigger fields (indicator, related parties, payment flow), and a traceable record per case. When a SAR filing is needed, the evidence file is already assembled with date, responsible party, and 5-year retention under BSA/AML requirements.

Yes. Each office or region operates with its own flows, but leadership gets a consolidated compliance view by unit. Templates are standardized at headquarters and distributed without rework.

No, they complement each other. The rater quotes and the AMS stores the policy. Cadenio makes sure each operational step (quote, bind, claim, renewal) runs with a named owner, evidence, and complete traceability.

Each producer has a credentialing flow with license expiry date, attached E&O certificate, and automatic renewal alerts. The manager sees the compliance status for the entire team in a consolidated dashboard.

The renewal cycle opens automatically 60 days before expiration, with loss-ratio review, remarketing, and a client meeting on timed steps. No policy reaches expiration without a named owner responsible for renewing it, and you track retention rate and reasons for non-renewal.