Uploading Insurance Documents

How a client uploads relevant insurance documents

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over a week ago

During an insurance needs analysis, a client will be asked if they would like to upload their current policy schedule.

If they don't have it on hand at the time, they can always upload this information after submitting the insurance needs analysis. In the Client Portal, a client can go into the 'Documents' tab. From here, clients can upload any documents that you have set as 'Required' and/or any relevant insurance documents that you or the insurer may want to see, such as a policy authority form or policy schedule. On the adviser side, you will be able to check the document and have it on file to send to the insurer if need be.

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