Accounting practice management solutions provider Canopy announced AI-powered upgrades to its Smart Intake solution designed to propose, collect and deliver work within a single centralized solution.

Client questionnaires should be a part of the ordinary lawyer-client relationship. They are a useful way of obtaining client opinions of certain non-legal issues involving representation. Client ...

OLDWICK, N.J.--(BUSINESS WIRE)--A.M. Best has announced that the 2017 statement-year Supplemental Rating Questionnaire (SRQ) will be available for completion through the Client Rating Portal ...

Manulife has updated its underwriting AI’s client questionnaire, nearly doubling its instant approval rate to 58% of all eligible applications it processed since the changes were made in September ...