So, in my current role, I am responsible for binding all the policies that I sell, and I'm also responsible for keeping those documents in a folder. So, I keep the policy jacket, I keep the ID cards, I keep the declaration pages all neatly filed in my folder. I'm also responsible for sending over the documentation via email. In my Outlook, I also have folders for each state. In the event that they do call back and request this information, I can quickly gather the information and send it over to my new clients.