# What insurance agents collect from clients

Source: https://dokutrak.com/requests/insurance-agents
Author: Arthur Teboul, DokuTrak
Published: 2026-11-10
Language: en-US

> Independent insurance agents collect a driver’s license for every driver, mortgage statements and property tax bills for home policies, a lease for renters, and a voided check for premium payments. Life applications may add a passport or birth certificate. Requests go out at quote time and at renewal. The friction: a household driver left out, an outdated lender after a refinance, and quotes left unanswered.

Quoting a home or auto policy needs accurate details: who drives, what the property is and who holds the loan. Agents ask for a license for each driver and loan or tax documents for the property, then the same documents again when a renewal or a new carrier needs them.

The process stalls when a client sends their own license but not a teenager’s, when the loan was refinanced and the lender on file is out of date, or when the client compares quotes and stops replying. A short request for one document at a time keeps the quote moving.

## Request guides

- [Driver’s license](https://dokutrak.com/requests/insurance-agents/drivers-license)
- [Mortgage statement](https://dokutrak.com/requests/insurance-agents/mortgage-statement)
- [Property tax bill](https://dokutrak.com/requests/insurance-agents/property-tax-bill)
- [Lease](https://dokutrak.com/requests/insurance-agents/lease-agreement)
- [Voided check](https://dokutrak.com/requests/insurance-agents/voided-check)
- [US passport](https://dokutrak.com/requests/insurance-agents/passport)

## Ask once. DokuTrak does the chasing.

- Your client uploads from one link, with no account and no password.
- Reminders go out on a schedule, by default 2, 5, 10 and 14 days after the request, until the file arrives.
- You accept every file or mark it for re-upload, and your client gets the note by email. The AI never accepts a file.

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