Access & Manage Existing Policies

After logging in, select “Policies” from the main menu on the left. In the “Policies” section, you can locate a specific policy by entering the client’s name, business name, or policy ID in the search bar.

Once you find the policy you’re looking for, click “Manage Policy” to access the policy’s detail page.

Find-a-policy.png

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  • Comment author
    Benito

    How do I login to my broker portal to get an COI for an existing policy.

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