Documents only available via Home & Legacy Online from January 2021
Authored by Home & Legacy
Now we’re in the last month of 2020, we just wanted to remind you that from January 2021, customer documentation will no longer be sent as email attachments. Instead documentation will be available via Home & Legacy Online.
The Home & Legacy Online ‘Document Portal’, launched at the end of October, is designed to give you convenient, secure access to your customers’ quote, new business, renewal and mid-term adjustment documentation (including Schedules, Statement of Facts, IPIDs and policy wordings).
Accessing the Document Portal is easy
Once logged in to Home & Legacy Online, simply click the ‘Document Portal’ icon and search for your customer. Once you’ve located their record, all of the documentation we have published is available to view and download.
To watch a short video clip of how to access the Document Portal CLICK HERE
Rest assured; we’ll ensure you do not miss any communication from us, by sending a notification email to alert you whenever new customer documentation is available to view and download from the Portal.
Please make sure all individuals at your brokerage who will require access to customer documentation via your online account can log in to Home & Legacy Online. Log ins can be requested by emailing firstname.lastname@example.org.
To find out more about preparing for the change CLICK HERE
Established in 1995, Home & Legacy is one of the leading providers of high net worth insurance in the UK. We are best known for providing high net worth household and motor, landlord and worldwide travel insurance. Our experienced advisors are dedicated to providing a first-class service. And if it becomes necessary to make a claim, our in-house team handles this to the highest standards. youTalk-insurance is sharing Home & Legacy insurance news and video.
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