All Collections
Agent Help
How to Upload Insurance Documents to Closepin
How to Upload Insurance Documents to Closepin

A Step by Step Guide to Uploading Insurance Documents to Closepin

Walker Smith avatar
Written by Walker Smith
Updated over a week ago

Once you have logged into your company's Closepin profile, you will need to upload your compliance documents.

Step 1: First Click the Upload Documents section of Closepin which is located on the main dashboard.

Step 2: Then on the Left hand side, click on Insurance. Once on the Insurance page, the requested documents will be listed under each Insurance section.

Step 3: To upload the requested insurance document, click Upload Documents and fill out all required information, add corresponding PDF, and Click SAVE.

Step 4: Make sure to SAVE your uploaded documents at the bottom of the page.

Did this answer your question?