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What this will be
Section titled “What this will be”Today you find a procedure with the search bar at the top — type a word, get the page. That works now and it’s fast.
A later phase adds a step beyond search: ask a full question in plain language and get the answer pulled straight from your SOPs.
For example:
- “What do I do when a policy gets returned for a missing replacement form?”
- “How soon should I set the first follow-up after a sit?”
- “Which trainings does a new agent need before the carrier pays them?”
Instead of opening a page and reading, you’d get the answer — drawn only from the procedures in this library, in your own words.
This is a Phase 3 feature. In the meantime, the search bar already covers most of it — try typing what you’re looking for.