Policy Tracking
Monitor approval and issued policy documents
Admins approve policies after payment confirmation, then both the agency and the client can access the policy and receipt from their dashboards.
- Agency or agent submits the policy request with client information.
- Admin reviews payment confirmation and policy details.
- Approved policies become visible in the client and agency document centers.
Portal Access
Continue in the secure dashboard
Sign in to track policies, pay premiums, request claims, and download released documents.