Operations
Classification taxonomy — drives compliance flagging, review requirements, and retention.
fact_finder
Discovery + needs-analysis intake form.
suitability
Suitability documentation per product line.
budget_worksheet
Household budget worksheet captured during discovery.
brokerage_request
Outbound request to Exclusive Brokerage.
brokerage_response
Inbound multi-policy PDF from Exclusive Brokerage.
carrier_quote
Carrier-specific quote document.
application
Carrier application paperwork.
delivery_receipt
Signed delivery receipt confirming policy delivery.
policy_document
Carrier-issued policy document.
exchange_1035
1035 exchange paperwork.
event_recap
Recap report for a sponsored or owned event.
commission_statement
Carrier commission statement.
compliance_bundle
Generated compliance bundle PDF (assembled in a later phase).
identification
Government ID, driver license, etc. PII.
consent
TCPA / e-sign / data sharing consents.
other
Uncategorized.