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Step 5 - Forms
Upload or request documents
Upload or request documents

Request loss runs, financials, declaration pages, last year's insurance policies, and more from your customers in seconds

Peter MacDonald avatar
Written by Peter MacDonald
Updated over a week ago

The intended audience for this article is Agents.

Steps

  1. Click "Send or fill out a Form"

  2. Search "Upload"

  3. Select any of the results (eg "Upload Documents") by clicking "Select". You can change the name later.

  4. Search the name of the Customer you are working with, or, create a new customer

  5. Click "Send or Fill out Form"

That is it. You're done!

To change the name of the Upload Request:

  • Navigate to your customer's Risk Profile > Forms

  • Click the three dots on the "Upload" form you want to rename

  • Click "rename"

  • Rename to some thing more appropriate, for example "upload your Condo Association documents"

Documents that agents frequently request

  • Loss Runs

  • Financials

  • Vehicle Registrations

  • Copies of Last Year's insurance policies

  • Declaration Pages (dec pages)

  • Condo Owner / Home Owner Association Documents "Condo Docs"

  • Resume (eg for bonding)

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