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:
- Select Policy Type - from a dropdown selection and upload any pertinent
documents.
- 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.