You can view the policy documents from two sections, one you can click on 3 lines on the top left and click on Documents, which will open a page with all the policy details, which you can download, and share. Click on add document tab to add documents for your policy. You can also click on the document section in Dashboard to get the details of your policies.

Client Portal dashboard gives a complete picture of the insurance policies that the client has. There are various analytics and lists that will help clients to manage their policies better.

In the dashboard, you will get the My Agent section, click on the profile image to view the full profile.

To add policy and policy documents, navigate to 3 lines to open the menu, click on Add sign icon to add policy.

You can view your policy from two places: the Policy module and your Dashboard. Click on the 3 lines to open the menu and select the policy icon. This will open the page where you will find the list of all your policies. You can click on any policy and the details of the policy will show up on the right side.

In the policy list, you will have a policy name, agent name who is handling your policy, and policy premium details.

In this list, you will find the number of active and inactive policies.

Once the customer/client logs in through the client portal, on the top right corner, there will be a profile icon. Click on my profile to open the profile page where you can add your details.