Adding new policies to your account

Adding new policies to your account

You can add a new policy to your existing account at the “My Policies” page.  Select the “Add New Policy” button.  This will open a dialogue box asking you to:

  1. Select Policy Type - from a dropdown selection and upload any pertinent documents.
  2. Enter Policy Details - including Policy Number, Insurer, Coverage Types, Policy Notes, Policy Agency, Effective Dates and Limits.  Once completed, select “Submit & Close” and the newly added policy will be sent to your Agent or Broker for approval.



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