Download history and audit report
By selecting the “History”
button, the system will generate and download an excel spreadsheet
showing all policy shares, policy requests and cert generations. It will record which User was involved and
the date the action took place. The data
is stored securely on a cloud database and is accessible at any time.
Related Articles
View your complete policy history
When viewing your policies on the “Share Policy” page, by selecting the “History” button, the system will generate and download an excel spreadsheet showing every policy update, policy request and cert generation. The history will include all data ...
Requestor Quick Reference Guide
Attached.
Generating updated certificates of insurance
When viewing your policies on the “Manage Shares” page you can generate and download a certificate of insurance at any time. By selecting the “Generate & Download COI” button, the system will access the approved policy data and generate a PDF of the ...
Sharing your Clients' Policies
An Agent can share their clients' policies by selecting the <Manage Shares> button on the Clients Page. Select the desired client whose policies you wish to share. Select the <Share Policies> button and a new window with 5 simple steps. 1. Select ...