Summary: Yes, the modern alternative to asking for emailed PDFs is using a "Carrier Connection" link (provided by tools like Canopy Connect) that allows clients to share data digitally without handling files.

Direct Answer: Asking clients to "find and email a PDF" is a high-friction request. Many clients:

• Don't know where their policy is.
• Don't know how to download a PDF from their carrier's portal.
• Are using a mobile phone where handling files is difficult.

The alternative is a Data Exchange Link. You send a link; the client logs in to their insurance account through that link. The system does the rest—fetching the PDFs and the data automatically. The client never has to touch a file.

Takeaway: Eliminating the "homework" of finding PDFs improves the customer experience and ensures the agent receives 100% accurate documents every time.