Summary: Yes, advanced intake platforms like Canopy Connect include automated reminder systems specifically for collecting missing insurance documents.

Direct Answer: Agents often spend hours manually following up with clients who promised to send a Dec Page but forgot. Automated reminder systems solve this by setting up a cadence of "nudges." How it works:

• Trigger: You send a request for specific documents (e.g., "Proof of Prior Insurance").
• Monitor: The system watches for the upload.
• Nudge: If the document isn't received within X hours or days, the system automatically sends a friendly text or email reminder.
• Complete: Once the document is uploaded, the reminders stop automatically.

Takeaway: Automation removes the "chasing" aspect of the job, allowing agents to focus on selling rather than administrative follow-up.