![]() All policies in the zip file will be extracted. Click 'Browse' and select where to extract file(s).Locate the zip file, right click file and select 'Extract All'.If prompted select 'Save as' and save to a folder on your local drive.Depending on your browser settings the file may automatically save to your downloads directory or you will be prompted to save or open the document.Click on the link to download the zip file to your local computer.Please use the following steps to download the zip file. The email will include links to zip files of the insured and agent copies of: Once enrolled in email notification, what will an agent receive?Īgents will receive one email per day, outlining all policy transactions that were completed the prior business day. This how-to-guide outlines how to enroll. Please contact our commercial lines agency help line at 80 or email us to find out who is an authorized user within the agency to make updates to paperless preferences.Įmail notifications - policy transactions How do agents sign up to receive electronic notification of policy documents?Īll agency users have the option to sign up to receive electronic notification of documents. What if my agency does not know who the agency administrator permissions are assigned to? The agency will continue to receive the paper version of insured copies. The agency will no longer receive paper versions of agent copies of policies. We will automatically enroll the agency to receive agent copies of policy transactions electronically. Once an agency is set up for paperless, how do they receive electronic policies?Īgency administrators at all agencies will be automatically enrolled to receive electronic versions of agent policies via email. Users have the ability to make changes by agency code. Changes can be made by selecting "View your capabilities" under the Agency Tools and Capabilities dashboard on TAP. How can an agency change paperless preference or opt out?Īgency administrator and principal master logon IDs are the only users authorized to make modifications to paperless selections. This how-to guide outlines how to enroll. Our company and products What transactions and documentation will the agency no longer receive in the mail?īy enrolling in paperless, your agency will no longer receive paper copies of the following policy declarations and forms for most commercial accounts:Īgency administrator and principal master logon IDs are the users authorized to enroll in paperless. We've compiled a list of the most frequently-asked questions to help you get started. Contact our agency support team (AST) to sign up to receive a daily download directly to your agency management system for many types of policy transactions.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |