Policyholder Portal: Mobile and Web Versions

Documents with Forms

Documents and their associated forms display as a single document in the Documents screen.

Insured Name is Masked

When enrolling in the Policyholder portal, the insured name is masked.

When adding a missing policy to their account, the insured name is masked.

Administrative Portal

User Actions Report

Select the Download User Actions button to retrieve a report of user actions from the User Actions dashboard.

Web Version Redesign


Claims screens have a new design:

  • Open and Closed Claims information displays in a sub-menu
  • The claim detail displays on the right
  • In Upload Photos, users can upload files in two ways:
    • Drag and drop; or
    • Click to Upload
  • Photos display in a carrousel for users to scroll through

Additional information