Keep all of your customer’s documents in their Customer Center, by manually adding a policy.
Step 1: From the Customer Center, Click ‘Add Policy’ (in red). You will see a pop up where you can select the Line of Business you are adding (in green).
Step 2: After you select the Line of Business, you will need to input the information. When finished, click Done.
Step 3: From the Customer Center, you will see your policy has been added (in green).
Click ‘Select’ (in red), here you can add notes to the Policy Activity, attach pdf’s, images, documents, and declarations pages.