...
A Contact Document should be those pertaining more generally to the contact, prospect, or customer not the policy itself. These documents can include Written Agreements, Power to sign or power of attorney certificates, 578s, and many more.
...
Individual Policy portal
These documents should be specific to the policy like the Application, Declarations, Production Report, and claims documents.
...
Select the Green Add Button
...
Select the Document Type
| Info |
|---|
Document Types are created by the Agency Admin |
Drag and Drop - or - Select File and Upload it
Select the “Add imported name as description” box if you’d like to capture the Name of the document as it’s currently saved.
...
Provide an optional description of the document
If you Selected the “Add imported name as description” box this will be pre-filled.
...
Select the current Document Status (Please see the Document Status page for more details)
...
Either Save Document or Save & Send
...
Saving the document will upload the Document with no other actions
Save & Send - Will prompt and new Action allowing you to send the document to the insured, AIP underwriter, or any other email recipient.
You will be prompted to select Create Email or Create Email & Follow-Up
Create Email will end the process and send an email to the recipient and upload the doc.
Create Email & Follow-Up allows you to Send and email to the recipient, upload the doc, and create a new Task.
From the
...
Documents Dashboard Portal:
Under the Missing Documents tab select the 3 Dot Action icon
Follow the Add new Document flow above
...