Home & Legacy enhances Home & Legacy Online
Authored by Home & Legacy
Following broker feedback, we have now made it possible to email documents directly from the Home & Legacy Online Document Portal. The new functionality allows brokers to email the documents either to themselves or even straight to customers.
When you log in to the document portal, a new ‘Email documents’ button appears prominently at the top of the page. The function then allows users to add the relevant email address, write a message and select the required documents from the list of those available.
Once finished, simply click ‘Email documents’ and the documents will be sent to the email address that was input. It is worth bearing in mind – especially if sending documents directly to customers – that the email generated uses a Home & Legacy template.
Home & Legacy Managing Director, Barry O’Neill said: “E-trading solutions and online systems are successful when they’re developed in association with the users, which is why we always take into account broker feedback when adding functionality to Home & Legacy Online. This is a simple improvement but has a big impact in making our new Document Portal work harder for brokers”.
Home & Legacy is currently asking brokers to complete a survey to gather feedback about Home & Legacy Online to help us improve for the future. Please help us by taking a few moments to complete it.
To complete the survey about Home & Legacy Online 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, 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.